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Health Care Select Sector SPDR Fund
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Overview Fund Activity

1,721 hedge funds and large institutions have $30.6B invested in Health Care Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 670 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+67
Holders Change %
+4.05%
% of All Funds
24.89%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.63%
New
155
Increased
670
Reduced
614
Closed
68
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$513M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$163M
5
Morgan Stanley
Morgan Stanley
New York
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$238M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$178M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$172M
4
Citigroup
Citigroup
New York
-$142M
5
Charles Schwab
Charles Schwab
California
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1001
TrueWealth Advisors
Alabama
$678K +$15.7K +102 +2%
JCFM
1002
JBR Co Financial Management
Oklahoma
$673K -$148K -963 -18%
IPAM
1003
Investment Partners Asset Management
New Jersey
$673K +$61.6K +400 +10%
NRS
1004
Neville Rodie & Shaw
New York
$672K +$672K +4,364 New
FFA
1005
Fairfield Financial Advisors
Massachusetts
$667K -$112K -724 -14%
FLPIM
1006
F.L. Putnam Investment Management
Massachusetts
$664K +$82.1K +533 +14%
CWM
1007
Chicago Wealth Management
Illinois
$664K -$2.31K -15 -0.3%
CCM
1008
Coldstream Capital Management
Washington
$661K +$43.4K +282 +7%
I
1009
INVST
Indiana
$660K +$177K +1,150 +37%
DWS
1010
Dynamic Wealth Strategies
California
$654K -$32.4K -210 -5%
KF
1011
KKM Financial
Illinois
$653K – – –
EDRH
1012
Edmond de Rothschild Holding
Switzerland
$653K -$1.54K -10 -0.2%
ACG
1013
Allen Capital Group
Nebraska
$653K – – –
3AM
1014
3EDGE Asset Management
Florida
$652K +$22.9K +149 +4%
Tudor Investment Corp
1015
Tudor Investment Corp
Connecticut
$651K +$651K +4,229 New
CCA
1016
Childress Capital Advisors
Texas
$647K – – –
GJWM
1017
Gilliland Jeter Wealth Management
Arkansas
$647K +$2.93K +19 +0.5%
PFA
1018
Pure Financial Advisors
California
$643K +$3.23K +21 +0.5%
SC
1019
Sapient Capital
Indiana
$640K +$1.54K +10 +0.2%
CPIG
1020
Chicago Partners Investment Group
Illinois
$639K +$1.05K +7 +0.2%
GBWM
1021
Granite Bay Wealth Management
New Hampshire
$639K +$23.2K +151 +4%
SAF
1022
Smith Anglin Financial
Texas
$634K -$451K -2,926 -42%
FPGK
1023
Financial Partners Group (Kansas)
Kansas
$634K +$924 +6 +0.1%
RPWA
1024
Regent Peak Wealth Advisors
Georgia
$633K -$308 -2 -0%
FTA
1025
Financial & Tax Architects
Missouri
$631K -$49.1K -319 -7%
39 40
41
42 43