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State Street Health Care Select Sector SPDR ETF
XLV

1,647 hedge funds and large institutions have $25.5B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 711 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $25.2B → $25.5B (+$301M)

0.26% more ownership

Funds ownership: 73.93% → 74.19% (+0.26%)

0% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 134

2% less funds holding

Funds holding: 1,677 → 1,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 63 → 61 (-2)

22% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 711

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,647
Holders Change
-30
Holders Change %
-1.79%
% of All Funds
21.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
134
Increased
555
Reduced
711
Closed
134
Calls
$2.18B
Puts
$3.19B
Net Calls
-$1.01B
Net Calls Change
-$1.08B

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$243M
2
Goldman Sachs
Goldman Sachs
New York
+$197M
3
Prudential Financial
Prudential Financial
New Jersey
+$192M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$142M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$666M
2
Morgan Stanley
Morgan Stanley
New York
-$356M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$144M
4
Raymond James Financial
Raymond James Financial
Florida
-$102M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$96.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$8.29M -$172K -1,268 -2%
WAS
227
WESPAC Advisors SoCal
California
$8.27M -$3M -22,140 -27%
TCC
228
Trans-Canada Capital
Quebec, Canada
$8.2M +$7.97M +58,927 New
CM
229
Cercano Management
Washington
$8.19M -$40.6M -299,728 -84%
CC
230
Constitution Capital
Connecticut
$8.1M -$181K -1,337 -2%
PI
231
Pachira Investments
California
$7.98M +$135K +998 +2%
SAW
232
Signal Advisors Wealth
Michigan
$7.97M +$3.28M +24,217 +73%
QCM
233
Quantinno Capital Management
New York
$7.97M +$2.86M +21,160 +59%
VF
234
Virtu Financial
New York
$7.91M +$7.69M +56,857 New
HVIA
235
Hudson Valley Investment Advisors
New York
$7.87M +$335K +2,474 +5%
CIP
236
Capital Insight Partners
Arizona
$7.82M -$596K -4,405 -7%
AllianceBernstein
237
AllianceBernstein
Tennessee
$7.82M +$6.41M +47,358 +537%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.77M +$2.53M +18,697 +50%
PCOTEOTHU
239
Provident Company of the Employees of the Hebrew University
Israel
$7.72M -$976K -7,215 -11%
FFS
240
Founders Financial Securities
Maryland
$7.65M +$2M +14,776 +37%
ASN
241
Advisory Services Network
Georgia
$7.58M +$742K +5,486 +11%
WA
242
Waverly Advisors
Alabama
$7.57M -$366K -2,702 -5%
FTS
243
Fifth Third Securities
Ohio
$7.54M -$3.35M -24,745 -31%
JMFC
244
J.M. Forbes & Co
Massachusetts
$7.54M – – –
BHB
245
Bank Hapoalim BM
Israel
$7.52M -$15.1M -111,366 -67%
WIC
246
Woodmont Investment Counsel
Tennessee
$7.47M -$354K -2,613 -5%
VT
247
Volterra Technologies
New York
$7.37M +$7.17M +52,967 New
HI
248
Horizon Investments
North Carolina
$7.37M +$2.26M +16,728 +46%
SC
249
Scotia Capital
Ontario, Canada
$7.27M -$5.79M -42,807 -45%
TTWM
250
TCV Trust & Wealth Management
Virginia
$7.18M +$532K +3,931 +8%
8 9
10
11 12

XLV Hedge Fund Activity: Q3 2025 in Review

1,647 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2025, worth a combined $25.5B — up 1.2% from $25.2B a quarter earlier.

Fund positioning in XLV was balanced in Q3 2025: 134 funds opened new positions, 134 closed out, 555 added to existing stakes and 711 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $243M. The largest seller was Bank of America, cutting an estimated $666M.

  • 1,647 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2025, down from 1,677 in Q2 2025.
  • Funds reported $25.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 134 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2025 and 134 closed out, a net change of 0 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $243M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2025 was Bank of America, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2025.