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Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
701
Blue Chip Partners
Michigan
$1.14M
FIM
702
Freedom Investment Management
Connecticut
$1.13M
RPGK
703
Retirement Planning Group (Kansas)
Kansas
$1.13M
OCM
704
Objective Capital Management
Ohio
$1.12M
BFF
705
Byrne Financial Freedom
Massachusetts
$1.12M
HWA
706
Heartwood Wealth Advisors
Virginia
$1.12M
IFPG
707
Intrepid Financial Planning Group
Indiana
$1.12M
OAM
708
Occidental Asset Management
California
$1.12M
IAG
709
Ipsen Advisor Group
Arkansas
$1.11M
CWM
710
Cornerstone Wealth Management
Missouri
$1.11M
PWP
711
Phillips Wealth Planners
Mississippi
$1.11M
LFS
712
Legacy Financial Strategies
Kansas
$1.1M
LMKC
713
L.M. Kohn & Company
Ohio
$1.1M
MA
714
Mezzasalma Advisors
New Jersey
$1.1M
GWM
715
Geneos Wealth Management
Colorado
$1.09M
BP
716
BBR Partners
New York
$1.07M
HP
717
Holistic Planning
Texas
$1.07M
EMAM
718
Encompass More Asset Management
California
$1.06M
SMC
719
Smith, Moore & Co
Missouri
$1.06M
SCM
720
Sage Capital Management
New Jersey
$1.06M
FAIM
721
Financial Advocates Investment Management
Washington
$1.05M
BCA
722
Bay Colony Advisors
Massachusetts
$1.04M
MMA
723
Miracle Mile Advisors
California
$1.04M
VA
724
VestGen Advisors
Illinois
$1.02M
SC
725
Savant Capital
Illinois
$1.02M