XLV icon

Health Care Select Sector SPDR Fund

1,658 hedge funds and large institutions have $30.9B invested in Health Care Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 654 increasing their positions, 599 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+24
Holders Change %
+1.47%
% of All Funds
24.03%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.57%
New
152
Increased
654
Reduced
599
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
751
Fiduciary Planning
Florida
$1.38M +$113K +764 +9%
MWM
752
Massachusetts Wealth Management
Massachusetts
$1.36M +$511K +3,458 +60%
PIA
753
Perennial Investment Advisors
California
$1.36M +$2.22K +15 +0.2%
SMC
754
Smith, Moore & Co
Missouri
$1.36M +$132K +894 +11%
ZIMP
755
Zimmermann Investment Management & Planning
Pennsylvania
$1.35M +$25.9K +175 +2%
CGH
756
CMG Global Holdings
Texas
$1.35M
LPAM
757
Lodestar Private Asset Management
California
$1.35M +$211K +1,427 +19%
CMANY
758
Capital Management Associates (New York)
New York
$1.34M +$665K +4,500 +98%
AFM
759
Abbot Financial Management
Massachusetts
$1.34M
TCA
760
Trifecta Capital Advisors
Illinois
$1.33M -$16.7K -113 -1%
OFS
761
OneAscent Financial Services
Alabama
$1.33M -$2.57M -17,427 -66%
RC
762
Rovin Capital
Arizona
$1.32M +$114K +769 +9%
MGIA
763
Moneta Group Investment Advisors
Missouri
$1.32M +$42.8K +290 +3%
CCG
764
Chatham Capital Group
Georgia
$1.29M +$7.39K +50 +0.6%
LI
765
LVZ Inc
Michigan
$1.29M +$1.29M +8,725 New
PWP
766
Phillips Wealth Planners
Mississippi
$1.29M -$313K -2,258 -20%
FC
767
Fulcrum Capital
Washington
$1.29M -$4.73K -32 -0.4%
MAM
768
Milestone Asset Management
Pennsylvania
$1.27M +$985K +6,669 +348%
ISL
769
Ingalls & Snyder LLC
New York
$1.27M -$126K -855 -9%
FFWA
770
FRG Family Wealth Advisors
Washington
$1.26M +$240K +1,707 +23%
BHA
771
Beech Hill Advisors
New York
$1.26M +$823K +5,569 +188%
RFN
772
Redwood Financial Network
Ohio
$1.26M -$109K -735 -8%
LA
773
Legacy Advisors
Pennsylvania
$1.26M +$4.43K +30 +0.4%
MWAM
774
Manhattan West Asset Management
California
$1.25M +$377K +2,553 +43%
BA
775
Bristlecone Advisors
Washington
$1.24M -$2.96K -20 -0.2%