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State Street Health Care Select Sector SPDR ETF

1,015 hedge funds and large institutions have $14.8B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

21% more funds holding

Funds holding: 8401,015 (+175)

17% more capital invested

Capital invested by funds: $12.7B → $14.8B (+$2.11B)

12% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 300

1.8% less ownership

Funds ownership: 75.57%73.77% (-1.8%)

63% less call options, than puts

Call options by funds: $773M | Put options by funds: $2.09B

Holders
1,015
Holders Change
+175
Holders Change %
+20.83%
% of All Funds
20%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
239
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
876
Weaver Consulting Group
California
$105K -$4.81K -50 -4%
RFA
877
Reilly Financial Advisors
California
$105K +$25.8K +268 +35%
FGAM
878
Financial Gravity Asset Management
Texas
$104K -$128K -1,330 -83%
SFC
879
SYM Financial Corp
Indiana
$104K +$10.6K +110 +12%
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$103K +$10.2K +106 +12%
TFS
881
TrustCore Financial Services
Tennessee
$94K -$2.69K -28 -3%
FA
882
Fortis Advisors
Pennsylvania
$91K +$288 +3 +0.3%
MWP
883
Meridian Wealth Partners
Pennsylvania
$91K +$85.7K +891 New
BFC
884
Bedel Financial Consulting
Indiana
$90K
IFAM
885
Institutional & Family Asset Management
Colorado
$88K +$6.54K +68 +9%
LWM
886
Liberty Wealth Management
California
$87K -$23.6K -245 -22%
TVWM
887
Tower View Wealth Management
Wisconsin
$87K +$385 +4 +0.5%
AF
888
Allworth Financial
California
$85K +$4.23K +44 +6%
LWANC
889
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K -$15.6K -162 -16%
CCM
890
Covington Capital Management
California
$84K
TPCW
891
TD Private Client Wealth
New York
$80.2K +$75.7K +787 New
AIM
892
Anchor Investment Management
South Carolina
$79K
FA
893
Financial Advantage
Maryland
$78K
ANBT
894
American National Bank & Trust
Texas
$77K
TL
895
TrueWealth LLC
Georgia
$77K
MAWCM
896
Mine & Arao Wealth Creation & Management
California
$73K +$69.2K +720 New
ClearBridge Investments
897
ClearBridge Investments
New York
$71K
SWM
898
Sugarloaf Wealth Management
Georgia
$71K +$67.1K +698 New
CB
899
Community Bank
New York
$69K
SFA
900
Stewardship Financial Advisors
Georgia
$69K +$65.4K +680 New