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Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
1126
Eastern Bank
Massachusetts
$345K
MA
1127
Montag & Associates
Georgia
$342K
LA
1128
Lifeworks Advisors
Michigan
$340K
TA
1129
TrueWealth Advisors
Alabama
$338K
TPCW
1130
TD Private Client Wealth
New York
$338K
OCM
1131
Orleans Capital Management
Louisiana
$338K
AIM
1132
Aspen Investment Management
Michigan
$338K
CAL
1133
Capital Analysts LLC
Pennsylvania
$338K
CCM
1134
Coldstream Capital Management
Washington
$337K
PPW
1135
Pasadena Private Wealth
California
$337K
VAM
1136
Vienna Asset Management
California
$337K
BBPWM
1137
Blue Bell Private Wealth Management
Pennsylvania
$334K
KBFS
1138
Kohmann Bosshard Financial Services
Ohio
$334K
ECA
1139
Elevated Capital Advisors
Utah
$333K
BWA
1140
BlueSky Wealth Advisors
North Carolina
$333K
LSA
1141
L & S Advisors
California
$333K
CWP
1142
Core Wealth Partners
California
$333K
VAM
1143
Verity Asset Management
North Carolina
$332K
DBRC
1144
D.B. Root & Company
Pennsylvania
$331K
AA
1145
Armis Advisers
Georgia
$330K
BTI
1146
Blue Trust Inc
Georgia
$328K
HCM
1147
Howland Capital Management
Massachusetts
$327K
BPFA
1148
Barnes Pettey Financial Advisors
Mississippi
$327K
MW
1149
Members Wealth
Pennsylvania
$327K
IPA
1150
Investment Planning Advisors
Georgia
$324K