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Health Care Select Sector SPDR Fund
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Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$447M
2
WA
WestEnd Advisors
North Carolina
+$424M
3
Barclays
Barclays
United Kingdom
+$160M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$157M
5
State Street
State Street
Massachusetts
+$128M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.05B
2
Millennium Management
Millennium Management
New York
-$300M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$264M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$226M
5
CM
Churchill Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1001
Pursue Wealth Partners
California
$465K -$199K -1,500 -30%
MWM
1002
Modera Wealth Management
New Jersey
$464K +$222K +1,670 +91%
UFA
1003
US Financial Advisors
Massachusetts
$463K +$23.9K +180 +5%
EFM
1004
Eley Financial Management
Vermont
$461K – – –
T
1005
TNF
Montana
$461K -$7.96K -60 -2%
SRSA
1006
S.R. Schill & Associates
Washington
$459K -$30K -226 -6%
PFM
1007
Peak Financial Management
Massachusetts
$458K – – –
DFG
1008
Delta Financial Group
New Jersey
$458K +$458K +3,447 New
LWA
1009
Lowe Wealth Advisors
Maryland
$458K -$57.1K -430 -11%
RSA
1010
River Street Advisors
Illinois
$458K -$93.6K -705 -17%
HCM
1011
Highview Capital Management
Illinois
$458K +$56.9K +429 +14%
EP
1012
Edgestream Partners
New Jersey
$456K +$456K +3,436 New
CA
1013
Crewe Advisors
Utah
$456K +$1.59K +12 +0.4%
HSA
1014
HBK Sorce Advisory
Pennsylvania
$452K -$22K -166 -5%
CFS
1015
CRA Financial Services
New Jersey
$450K -$6.9K -52 -2%
WIA
1016
Westbourne Investment Advisors
Maryland
$450K +$10.7K +81 +2%
DP
1017
DDD Partners
Washington
$450K – – –
CPIG
1018
Chicago Partners Investment Group
Illinois
$450K +$67.4K +505 +18%
MPCL
1019
My Personal CFO LLC
Washington
$450K +$114K +862 +34%
MA
1020
Montag & Associates
Georgia
$448K -$31.3K -236 -7%
AAMA
1021
Advanced Asset Management Advisors
Ohio
$448K +$18.2K +137 +4%
CB
1022
Community Bank
New York
$447K +$39.6K +298 +10%
ECM
1023
Exchange Capital Management
Michigan
$445K -$23K -173 -5%
ACM
1024
Avalon Capital Management
California
$445K +$445K +3,356 New
FLPIM
1025
F.L. Putnam Investment Management
Massachusetts
$442K +$75.5K +569 +21%
39 40
41
42 43