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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 %
BFA
1076
Bragg Financial Advisors
North Carolina
$559K +$79.9K +519 +17%
APW
1077
Aurora Private Wealth
New Jersey
$558K -$13.6K -88 -2%
CA
1078
Carson Advisory
Georgia
$558K +$80.1K +520 +17%
TPI
1079
Trust Point Inc
Wisconsin
$558K – – –
Optiver Holding
1080
Optiver Holding
Netherlands
$557K +$557K +3,615 New
AWM
1081
Accurate Wealth Management
Florida
$556K +$207K +1,357 +59%
CM
1082
Columbus Macro
Pennsylvania
$555K -$15.6K -101 -3%
SSW
1083
Stone Summit Wealth
Florida
$553K +$3.85K +25 +0.7%
VPP
1084
Vertex Planning Partners
Illinois
$553K +$9.09K +59 +2%
ACI
1085
Alpha Cubed Investments
California
$550K +$7.7K +50 +1%
KAS
1086
KPP Advisory Services
Kentucky
$550K – – –
TFP
1087
Traction Financial Partners
Wyoming
$549K -$14.2K -92 -3%
HSA
1088
HBK Sorce Advisory
Pennsylvania
$548K -$616 -4 -0.1%
AWM
1089
Able Wealth Management
New Jersey
$545K -$290K -1,884 -35%
SC
1090
Slow Capital
California
$544K +$544K +3,529 New
BLC
1091
Brown, Lisle/Cummings
Rhode Island
$543K – – –
PFM
1092
Peak Financial Management
Massachusetts
$542K -$48.5K -315 -8%
AWM
1093
Aprio Wealth Management
Georgia
$542K +$49.1K +319 +10%
PWP
1094
Pursue Wealth Partners
California
$539K – – –
PCMH
1095
Polymer Capital Management (HK)
Hong Kong
$539K +$539K +3,500 New
CFS
1096
CRA Financial Services
New Jersey
$539K +$308 +2 +0.1%
FCG
1097
Fielder Capital Group
Tennessee
$538K – – –
EFM
1098
Eley Financial Management
Vermont
$535K – – –
OCM
1099
One Capital Management
California
$535K -$284K -1,843 -35%
CLOS
1100
Compagnie Lombard Odier SCmA
Switzerland
$534K +$518K +3,365 +3,365%
42 43
44
45 46