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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 %
RIA
1001
RPG Investment Advisory
California
$645K +$32.5K +220 +5%
CFD
1002
Creative Financial Designs
Indiana
$639K +$210K +1,423 +49%
LWM
1003
Lodestone Wealth Management
Washington
$638K -$443 -3 -0.1%
DWS
1004
Dynamic Wealth Strategies
California
$636K +$327K +2,213 +106%
SHA
1005
Seneca House Advisors
Virginia
$632K -$3.99K -27 -0.6%
MF
1006
Meridian Financial
Massachusetts
$631K +$3.1K +21 +0.5%
LCM
1007
Lunt Capital Management
Utah
$630K -$13.9K -94 -2%
CWM
1008
Chicago Wealth Management
Illinois
$627K -$23.9K -162 -4%
MWM
1009
Mission Wealth Management
California
$627K +$627K +4,243 New
KF
1010
KKM Financial
Illinois
$627K
ACG
1011
Allen Capital Group
Nebraska
$625K
BWM
1012
BCS Wealth Management
Tennessee
$619K +$136K +923 +28%
GJWM
1013
Gilliland Jeter Wealth Management
Arkansas
$616K -$76.4K -517 -11%
WJWM
1014
Williams Jones Wealth Management
New York
$613K +$220K +1,491 +56%
PSF
1015
Pacific Sun Financial
California
$611K -$11.8K -80 -2%
PFA
1016
Pure Financial Advisors
California
$610K +$32.4K +219 +6%
PCG
1017
Prosperity Consulting Group
Maryland
$608K +$114K +772 +23%
WAS
1018
Wealth Advisory Solutions
Indiana
$607K -$76.1K -515 -11%
AFP
1019
Ausdal Financial Partners
Iowa
$607K +$88.9K +602 +17%
FPGK
1020
Financial Partners Group (Kansas)
Kansas
$606K +$739 +5 +0.1%
BFS
1021
Bradley Foster & Sargent
Connecticut
$605K +$16.8K +114 +3%
SBIA
1022
Sheaff Brock Investment Advisors
Indiana
$604K +$295 +2 +0%
ATC
1023
Adirondack Trust Company
New York
$604K +$129K +871 +27%
HSA
1024
HBK Sorce Advisory
Pennsylvania
$599K +$19.1K +129 +3%
CPIG
1025
Chicago Partners Investment Group
Illinois
$599K +$848 +6 +0.1%