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State Street Health Care Select Sector SPDR ETF

1,768 hedge funds and large institutions have $28B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 675 increasing their positions, 673 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 129

15% more funds holding in top 10

Funds holding in top 10: 8598 (+13)

1.19% more ownership

Funds ownership: 71.65%72.85% (+1.2%)

0% more funds holding

Funds holding: 1,7601,768 (+8)

0% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 673

1% less capital invested

Capital invested by funds: $28.3B → $28B (-$384M)

44% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $3.01B

Holders
1,768
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
23.7%
Holding in Top 10
98
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.29%
% of All Funds
1.31%
New
165
Increased
675
Reduced
673
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
226
MFA Wealth Advisors
Pennsylvania
$9.34M +$490K +3,375 +6%
TFA
227
Toth Financial Advisory
Virginia
$9.33M -$159K -1,092 -2%
Jane Street
228
Jane Street
New York
$9.29M -$122K -839 -1%
GEM
229
Global Endowment Management
North Carolina
$9.29M -$711K -4,891 -7%
WCP
230
Welch Capital Partners
New York
$9.27M
PCA
231
Pallas Capital Advisors
Massachusetts
$9.24M -$740K -5,095 -7%
AWA
232
Arkadios Wealth Advisors
Georgia
$9.19M +$3.46M +23,822 +61%
WCM
233
Winthrop Capital Management
Indiana
$9.13M +$1.86M +12,806 +26%
Cerity Partners
234
Cerity Partners
New York
$9.09M -$1.92M -13,226 -18%
TW
235
TritonPoint Wealth
Maryland
$9.03M +$963K +6,628 +12%
SG Americas Securities
236
SG Americas Securities
New York
$8.96M +$3.65M +25,156 +69%
EWM
237
Evercore Wealth Management
New York
$8.9M -$12.2M -83,724 -58%
SCA
238
Sage Capital Advisors
South Dakota
$8.86M +$8.03M +55,278 +1,025%
PCIA
239
Prime Capital Investment Advisors
Kansas
$8.8M +$1.66M +11,434 +23%
CBA
240
Coastal Bridge Advisors
Connecticut
$8.74M +$8.69M +59,825 New
SPC
241
Sigma Planning Corp
Michigan
$8.71M +$148K +1,016 +2%
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$8.66M +$584K +4,021 +7%
SC
243
SRB Corp
Massachusetts
$8.55M +$4.96M +34,162 +140%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$8.55M -$2.93M -20,169 -26%
SC
245
Syon Capital
California
$8.47M -$450K -3,098 -5%
TRCT
246
Tower Research Capital (TRC)
New York
$8.38M -$38.1M -262,039 -82%
P
247
&Partners
Tennessee
$8.25M -$2.73M -18,781 -25%
WA
248
Waverly Advisors
Alabama
$8.24M +$819K +5,637 +11%
AWM
249
Adams Wealth Management
Utah
$8.22M +$8.18M +56,288 New
CI
250
CacheTech Inc
Utah
$8.22M +$8.18M +56,288 New

XLV Hedge Fund Activity: Q1 2025 in Review

1,768 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2025, worth a combined $28B — down 1.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new XLV positions and 129 closed out — a net gain of 36 holders — while 675 added to existing stakes and 673 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $423M.

  • 1,768 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2025, up from 1,760 in Q4 2024.
  • Funds reported $28B of State Street Health Care Select Sector SPDR ETF stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 165 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2025 and 129 closed out, a net change of +36 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $254M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $423M sold.

Based on aggregated 13F filings for Q1 2025.