Health Care Select Sector SPDR Fund

XLV

Market cap $34B

Overview Fund Activity

136.98 USD

-1.13

0.82%

At close Updated Sep 15, 1:09 PM EDT

1 day

-0.82%

5 days

-0.78%

1 month

0.57%

3 months

0.94%

6 months

-6.67%

Year to date

-0.46%

1 year

-12.88%

5 years

28.95%

10 years

91.8%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1.36% more ownership

Funds ownership: 72.69% [Q1] → 74.04% (+1.36%) [Q2]

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

6% less funds holding

Funds holding: 1,744 [Q1] → 1,648 (-96) [Q2]

10% less capital invested

Capital invested by funds: $27.9B [Q1] → $25.1B (-$2.83B) [Q2]

25% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 738

32% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 172

36% less funds holding in top 10

Funds holding in top 10: 96 [Q1] → 61 (-35) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 12 articles about XLV published over the past 30 days

2 Call Writing Funds Providing Monthly Distributions For Passive Income

Call writing closed-end funds can offer attractive monthly distributions, along with the opportunity to trade at discounts to their historical net asset values. That discount can create an opportunity for investors to enter at attractive prices while getting the underlying portfolio on 'sale.' Today, we are looking at two CEFs that provide monthly distributions and are presenting relatively attractive discounts.

2 Call Writing Funds Providing Monthly Distributions For Passive Income

XLV: Market Overreaction Could Drive Double Digit Shareholder Yield

Healthcare sector trades at a historic discount due to patent expirations, managed care uncertainty, and drug pricing proposals, but pessimism is overdone. Key catalysts include potential M&A activity and likely continued NIH funding, both of which could drive sector recovery and rerating. XLV stands out among healthcare ETFs for its liquidity, high concentration in undervalued leaders, low turnover, and minimal fees.

XLV: Market Overreaction Could Drive Double Digit Shareholder Yield

Biotech Sector Shows No Signs of Slowing. 3 Stocks That Make the Grade.

Last week, the SPDR S&P Biotech ETF surged 6%.

Biotech Sector Shows No Signs of Slowing. 3 Stocks That Make the Grade.

Zacks Investment Research

Downbeat August Jobs Data Puts Focus on These Sector ETFs

August jobs data show healthcare gains lifting XLV, while manufacturing weakness drags on XLI.

Downbeat August Jobs Data Puts Focus on These Sector ETFs

Schaeffers Research

35 ETFs to Watch After the S&P 500's Most Recent Surge

Over the last 100 trading days, or roughly five months, the S&P 500 Index (SPX) has surged more than 25%.

35 ETFs to Watch After the S&P 500's Most Recent Surge

Is Healthcare Setting Up to Be a Quiet Leader Into Year-End?

The healthcare sector, represented by the Health Care Select Sector SPDR Fund NYSEARCA: XLV, has significantly lagged behind the broader market in 2025. Year-to-date, XLV is down about 1%, while the S&P 500 has continued to show resilience and storm higher toward new all-time highs.

Is Healthcare Setting Up to Be a Quiet Leader Into Year-End?

XLV Vs. IHE: Will Pharmaceuticals Outperform Healthcare?

Healthcare is a defensive sector with strong long-term growth drivers like demographics, innovation, and rising healthcare spending. I rate XLV a buy due to its diversified exposure across healthcare subsectors, capturing growth from technology, equipment, and services. IHE is a hold; its pharma focus faces patent cliffs, regulatory risks, and recent price momentum makes it less attractive for new buys.

XLV Vs. IHE: Will Pharmaceuticals Outperform Healthcare?

Healthcare Stocks Are ‘Priced at Panic Levels.' It's Time to Buy.

They're bargains right now, according to two key measures. Expert Jim Paulsen won't venture a guess when the prices will recover.

Healthcare Stocks Are ‘Priced at Panic Levels.' It's Time to Buy.

CNBC Television

Healthcare industry can handle and absorb tariffs, says Mizuho's Jared Holz

Jared Holz, Mizuho, joins 'Power Lunch' to discuss what tariffs mean for the pharma industry, what could be a blockbuster for Eli Lilly and much more.

Healthcare industry can handle and absorb tariffs, says Mizuho's Jared Holz

CNBC Television

Health care sector is resilient, 'won't stay down forever', says Evan May Wealth's Brooke Evans

Brooke May, Evans May Wealth managing partner, joins 'Closing Bell Overtime' to talk what sectors she is keeping an eye on in this market.

Health care sector is resilient, 'won't stay down forever', says Evan May Wealth's Brooke Evans

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