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State Street Health Care Select Sector SPDR ETF

1,015 hedge funds and large institutions have $14.8B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

21% more funds holding

Funds holding: 8401,015 (+175)

17% more capital invested

Capital invested by funds: $12.7B → $14.8B (+$2.11B)

12% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 300

1.8% less ownership

Funds ownership: 75.57%73.77% (-1.8%)

63% less call options, than puts

Call options by funds: $773M | Put options by funds: $2.09B

Holders
1,015
Holders Change
+175
Holders Change %
+20.83%
% of All Funds
20%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
239
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$5.15M
TF
202
TIAA FSB
Florida
$5.13M +$1.52M +15,839 +46%
EH
203
Equitable Holdings
New York
$5.11M +$4.82M +50,172 New
ACM
204
Anfield Capital Management
California
$5.1M +$4.78M +49,704 New
BBNA
205
Bremer Bank National Association
Minnesota
$5.1M
FMC
206
First Merchants Corp
Indiana
$5.04M -$359K -3,730 -7%
VWM
207
Venturi Wealth Management
Texas
$4.99M +$1.98M +20,580 +72%
William Blair & Company
208
William Blair & Company
Illinois
$4.98M +$147K +1,533 +3%
RHP
209
Royal Harbor Partners
Texas
$4.9M +$4.63M +48,145 New
PI
210
Parkside Investments
Illinois
$4.9M +$67.3K +700 +1%
HWA
211
Heartwood Wealth Advisors
Virginia
$4.71M +$4.44M +46,214 New
JWCA
212
J.W. Cole Advisors
Florida
$4.7M +$4.44M +46,178 New
SA
213
Silversage Advisors
California
$4.69M +$4.43M +46,087 New
SW
214
SVB Wealth
Massachusetts
$4.57M +$3.76M +39,138 +684%
CPA
215
Capital Planning Advisors
California
$4.53M +$4.13K +43 +0.1%
SCCM
216
Schafer Cullen Capital Management
New York
$4.48M +$572K +5,947 +16%
AW
217
ACG Wealth
Georgia
$4.45M -$1.21M -12,537 -22%
GT
218
Glenmede Trust
Pennsylvania
$4.43M +$1.3M +13,550 +45%
OC
219
Oppenheimer & Co
New York
$4.4M +$1.13M +11,773 +37%
QAM
220
Q3 Asset Management
Michigan
$4.39M +$4.15M +43,127 New
CP
221
Coho Partners
Pennsylvania
$4.33M +$4.08M +42,468 New
ST
222
Sabal Trust
Florida
$4.3M -$53.1K -552 -1%
AIP
223
ARS Investment Partners
New York
$4.23M -$203K -2,115 -5%
BBVA
224
Banco Bilbao Vizcaya Argentaria
Spain
$4.2M +$3.96M +41,226 New
NCM
225
Nelson Capital Management
California
$4.17M +$54K +562 +1%