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Health Care Select Sector SPDR Fund

1,515 hedge funds and large institutions have $28.1B invested in Health Care Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 595 increasing their positions, 575 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.15%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.9%
New
107
Increased
595
Reduced
575
Closed
113
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
651
Hillcrest Wealth Advisors
New Jersey
$1.51M
OCM
652
Objective Capital Management
Ohio
$1.5M +$82.8K +643 +6%
CG
653
Caprock Group
Idaho
$1.49M +$257 +2 +0%
OIA
654
OneDigital Investment Advisors
Kansas
$1.46M -$1.03K -8 -0.1%
DI
655
Diligent Investors
California
$1.46M +$129 +1 +0%
WBCM
656
Wilson & Boucher Capital Management
California
$1.45M +$79.7K +619 +6%
PJSIMP
657
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.45M +$50.8K +395 +4%
CBT
658
Central Bank & Trust
Kentucky
$1.44M
PWA
659
Primoris Wealth Advisors
Florida
$1.43M -$2.52M -19,580 -64%
BFP
660
Briaud Financial Planning
Texas
$1.42M +$14.9K +116 +1%
ZIMP
661
Zimmermann Investment Management & Planning
Pennsylvania
$1.42M -$3.12M -24,236 -69%
HFW
662
Horizon Family Wealth
Illinois
$1.42M -$527K -4,094 -27%
FFWM
663
Future Financial Wealth Management
Ohio
$1.4M +$4.64K +36 +0.3%
EWA
664
Exencial Wealth Advisors
Oklahoma
$1.4M -$137K -1,062 -9%
MMA
665
Miracle Mile Advisors
California
$1.37M -$322K -2,505 -19%
FGA
666
Fortis Group Advisors
New Jersey
$1.36M +$286K +2,212 +27%
GFA
667
Gallagher Fiduciary Advisors
Illinois
$1.36M -$444K -3,450 -25%
CFB
668
Cullen/Frost Bankers
Texas
$1.36M +$104K +807 +8%
JCM
669
Janney Capital Management
Pennsylvania
$1.35M +$29.5K +229 +2%
RWG
670
Ratio Wealth Group
Colorado
$1.34M -$39.8K -309 -3%
ACA
671
Aptus Capital Advisors
Alabama
$1.34M +$970K +7,535 +260%
AC
672
Abbrea Capital
California
$1.34M +$54.7K +425 +4%
TNB
673
Thomasville National Bank
Georgia
$1.33M -$66.6K -517 -5%
SFC
674
Strategic Financial Concepts
Texas
$1.33M +$517K +4,019 +63%
BWL
675
Bogart Wealth LLC
Virginia
$1.33M -$1.16M -8,982 -46%