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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
KWM
251
Keebeck Wealth Management
Illinois
$8.19M -$855K -5,884 -9%
CC
252
Constitution Capital
Connecticut
$8.18M -$135K -928 -2%
HCMG
253
Howard Capital Management Group
California
$8.16M +$80.9K +557 +1%
IMC Chicago
254
IMC Chicago
Illinois
$7.99M +$2.43M +16,720 +44%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$7.99M +$8.03M +55,260 New
AI
256
Arvest Investments
Arkansas
$7.95M +$261K +1,796 +3%
HVIA
257
Hudson Valley Investment Advisors
New York
$7.94M -$422K -2,902 -5%
JMFC
258
J.M. Forbes & Co
Massachusetts
$7.91M -$120K -829 -2%
Marshall Wace
259
Marshall Wace
United Kingdom
$7.89M -$83.9M -577,459 -91%
GWM
260
Geneos Wealth Management
Colorado
$7.81M +$6.8M +46,833 +705%
WWM
261
Western Wealth Management
Colorado
$7.79M +$60.1K +414 +0.8%
WIC
262
Woodmont Investment Counsel
Tennessee
$7.76M +$329K +2,263 +4%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$7.56M -$333K -2,289 -4%
TCA
264
Transcend Capital Advisors
New Jersey
$7.52M -$214K -1,473 -3%
ST
265
Sabal Trust
Florida
$7.51M -$1.54M -10,583 -17%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$7.43M -$34.6M -237,922 -82%
PI
267
Pachira Investments
California
$7.4M +$669K +4,605 +10%
IC
268
Innealta Capital
Texas
$7.39M -$120K -829 -2%
CWG
269
Cornerstone Wealth Group
North Carolina
$7.3M +$7.27M +50,020 New
PCOTEOTHU
270
Provident Company of the Employees of the Hebrew University
Israel
$7.27M
N
271
Natixis
France
$7.25M
SVWAG
272
Sound View Wealth Advisors Group
Georgia
$7.23M +$206K +1,420 +3%
SWP
273
Stratos Wealth Partners
Ohio
$7.18M -$805K -5,541 -10%
Chevy Chase Trust
274
Chevy Chase Trust
Maryland
$7.14M -$2.19M -15,046 -24%
AAS
275
Annex Advisory Services
Wisconsin
$7.14M -$505K -3,476 -7%

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.