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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 %
CAWM
1301
Capital Advisors Wealth Management
Washington
$289K -$754K -5,101 -72%
CWM
1302
Castle Wealth Management
Florida
$287K -$406K -2,748 -59%
BG
1303
Bollard Group
Massachusetts
$287K +$887 +6 +0.3%
SFM
1304
Stack Financial Management
Montana
$287K +$287K +1,942 New
TFF
1305
The Family Firm
Maryland
$286K +$1.03K +7 +0.4%
AWA
1306
Acorn Wealth Advisors
Michigan
$286K -$3.84K -26 -1%
CRWM
1307
Castle Rock Wealth Management
California
$284K +$141 +1 +0%
JWM
1308
Janiczek Wealth Management
Colorado
$284K -$15.5K -105 -5%
EA
1309
Eudaimonia Advisors
Tennessee
$283K +$283K +1,917 New
KFI
1310
Key Financial Inc
Pennsylvania
$282K -$44.9K -304 -14%
EFG
1311
Ethos Financial Group
Pennsylvania
$282K -$65.9K -446 -19%
WEG
1312
World Equity Group
Illinois
$281K -$243K -1,646 -46%
ATFA
1313
All Terrain Financial Advisors
Minnesota
$280K
TCM
1314
Traynor Capital Management
Pennsylvania
$280K -$13.6K -92 -5%
PMFA
1315
Plante Moran Financial Advisors
Michigan
$279K +$57.5K +389 +26%
FLII
1316
First Long Island Investors
New York
$278K
FAT
1317
First American Trust
California
$277K -$25.3K -171 -8%
WA
1318
WealthTrust Axiom
Pennsylvania
$277K
GC
1319
Garde Capital
Washington
$276K
SW
1320
StrongBox Wealth
Missouri
$275K -$2.36K -16 -0.9%
TAM
1321
Townsend Asset Management
North Carolina
$275K +$275K +1,860 +93,000%
JFA
1322
JNBA Financial Advisors
Minnesota
$274K
CB
1323
Cadence Bank
Mississippi
$274K -$15.1K -102 -5%
WLIM
1324
White Lighthouse Investment Management
Massachusetts
$273K
TCWM
1325
Total Clarity Wealth Management
Illinois
$273K -$16.3K -110 -6%