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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
LPT
801
Legacy Private Trust
Wisconsin
$814K
VWA
802
Visionary Wealth Advisors
Illinois
$810K
Franklin Resources
803
Franklin Resources
California
$810K
Empower Advisory Group
804
Empower Advisory Group
Colorado
$810K
EWA
805
Exencial Wealth Advisors
Oklahoma
$804K
KIG
806
Kessler Investment Group
Indiana
$804K
SIA
807
SeaBridge Investment Advisors
New Jersey
$804K
SFG
808
Shum Financial Group
California
$803K
BHBT
809
Burke & Herbert Bank & Trust
Virginia
$801K
VCA
810
Verdence Capital Advisors
Maryland
$799K
First Manhattan
811
First Manhattan
New York
$798K
FCFC
812
First Citizens Financial Corp
Iowa
$797K
CCWM
813
Cassaday & Co Wealth Management
Virginia
$796K
EFG
814
Ethos Financial Group
Pennsylvania
$792K
RCAG
815
Rehmann Capital Advisory Group
Michigan
$790K
AWA
816
Acorn Wealth Advisors
Michigan
$790K
Financial Engines Advisors
817
Financial Engines Advisors
California
$787K
AT
818
Arlington Trust
Alabama
$781K
PWW
819
Pettyjohn Wood & White
Virginia
$780K
KCAM
820
Kagan Cocozza Asset Management
New Jersey
$780K
LC
821
Luminist Capital
Michigan
$778K
CFS
822
Coordinated Financial Services
Colorado
$776K
Asset Management One
823
Asset Management One
Japan
$776K
CCG
824
Chatham Capital Group
Georgia
$774K
HI
825
Harper Investing
California
$772K