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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 %
FHC
1201
First Heartland Consultants
Missouri
$402K -$69.5K -451 -15%
NMM
1202
Naples Money Management
Florida
$401K -$17.3K -112 -4%
HIM
1203
Hanlon Investment Management
New Jersey
$401K +$401K +2,603 New
NRG
1204
Nemes Rush Group
Michigan
$400K +$164K +1,110 +70%
FTWA
1205
Fifth Third Wealth Advisors
Ohio
$395K +$10.8K +70 +3%
CTA
1206
Colonial Trust Advisors
South Carolina
$394K -$8.93K -58 -2%
PCS
1207
Private Client Services
Kentucky
$392K -$38K -247 -9%
CHC
1208
City Holding Co
West Virginia
$391K +$1.23K +8 +0.3%
PBK
1209
Peoples Bank (Kansas)
Kansas
$389K – – –
TVAMP
1210
Tennessee Valley Asset Management Partners
Tennessee
$388K -$770 -5 -0.2%
WCM
1211
Whitener Capital Management
North Carolina
$387K -$20.6K -134 -5%
LA
1212
Lifeworks Advisors
Michigan
$386K -$462 -3 -0.1%
KWS
1213
Keystone Wealth Services
California
$385K -$32.7K -212 -8%
1WM
1214
1900 Wealth Management
Texas
$384K -$22.5K -146 -6%
GWP
1215
Gateway Wealth Partners
Wisconsin
$384K -$59.9K -389 -13%
RMAM
1216
Raab & Moskowitz Asset Management
New Jersey
$384K +$6.01K +39 +2%
Luther King Capital Management (LKCM)
1217
Luther King Capital Management (LKCM)
Texas
$380K -$339K – –
PWG
1218
Private Wealth Group
Florida
$378K – – –
RCS
1219
Retirement Capital Strategies
California
$378K – – –
GFG
1220
Greystone Financial Group
Michigan
$377K -$346K -2,244 -48%
HCM
1221
Howland Capital Management
Massachusetts
$377K +$1.08K +7 +0.3%
SFS
1222
Symphony Financial Services
Ohio
$376K +$28K +196 +8%
TPA
1223
Trivium Point Advisory
Connecticut
$376K -$410K -2,791 -52%
YDMI
1224
Y.D. More Investments
Israel
$376K -$81.6K -530 -18%
TCM
1225
Triumph Capital Management
Colorado
$375K +$375K +2,434 New
47 48
49
50 51