XLV icon

Health Care Select Sector SPDR Fund

1,537 hedge funds and large institutions have $29.7B invested in Health Care Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 587 increasing their positions, 592 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+35
Holders Change %
+2.33%
% of All Funds
24.24%
Holding in Top 10
124
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.81%
% of All Funds
1.96%
New
130
Increased
587
Reduced
592
Closed
85
Calls
$1.28B
Puts
$1.58B
Net Calls
-$299M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
751
King Wealth Management Group
Florida
$1.06M +$279K +2,099 +36%
EGA
752
E&G Advisors
Texas
$1.06M +$38.5K +290 +4%
SSWM
753
Smith Salley Wealth Management
North Carolina
$1.06M -$53.9K -406 -5%
LWP
754
Lumature Wealth Partners
Georgia
$1.06M +$215K +1,618 +26%
ARG
755
Advisory Resource Group
Oklahoma
$1.05M +$72.5K +546 +7%
VWA
756
Visionary Wealth Advisors
Illinois
$1.05M -$1.19M -8,932 -53%
RC
757
Rovin Capital
Arizona
$1.05M -$3.05K -23 -0.3%
HW
758
Hancock Whitney
Mississippi
$1.04M -$51.8K -390 -5%
AP
759
Appleton Partners
Massachusetts
$1.04M +$796 +6 +0.1%
HAS
760
HBW Advisory Services
California
$1.04M +$23.7K +179 +2%
AMG
761
Advisors Management Group
Wisconsin
$1.03M -$49.4K -372 -5%
VFA
762
Voya Financial Advisors
Connecticut
$1.02M +$13.1K +100 +1%
LMKC
763
L.M. Kohn & Company
Ohio
$1.01M +$333K +2,507 +49%
CC
764
Cypress Capital
Tennessee
$1.01M +$27.2K +205 +3%
ACP
765
Aveo Capital Partners
Colorado
$1.01M +$58.7K +442 +6%
SMC
766
Smith, Moore & Co
Missouri
$1.01M -$103K -776 -9%
MFG
767
Midwest Financial Group
Kansas
$1M -$1.06K -8 -0.1%
KWA
768
Kingswood Wealth Advisors
California
$1M +$1M +7,554 New
LCM
769
LVM Capital Management
Michigan
$1M -$35.8K -270 -3%
PWS
770
Private Wealth Strategies
Ohio
$994K -$34.4K -259 -3%
NFSG
771
Newbridge Financial Services Group
Florida
$989K -$284K -2,139 -22%
HIA
772
Harbor Investment Advisory
Maryland
$988K -$60.7K -457 -6%
AWM
773
Aberdeen Wealth Management
Illinois
$982K
ACI
774
Alpha Cubed Investments
California
$978K +$193K +1,453 +25%
SC
775
Sierra Capital
Florida
$975K