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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
DWM
326
Denver Wealth Management
Colorado
$5.68M +$541K +3,723 +11%
SC
327
Sepio Capital
Utah
$5.65M -$166K -1,144 -3%
MFG
328
Magnus Financial Group
New York
$5.63M +$246K +1,692 +5%
FFL
329
Financial Freedom LLC
Ohio
$5.62M -$31.4K -216 -0.6%
WHG
330
Westwood Holdings Group
Texas
$5.61M -$151K -1,039 -3%
ACA
331
Atlas Capital Advisors
Wyoming
$5.5M +$134K +923 +3%
VWM
332
Venturi Wealth Management
Texas
$5.49M +$1.48M +10,177 +37%
BF
333
Bonfire Financial
Colorado
$5.48M +$480K +3,307 +10%
CC
334
Courier Capital
New York
$5.41M -$1.06M -7,321 -16%
HTC
335
Haverford Trust Company
Pennsylvania
$5.37M -$230K -1,586 -4%
LWM
336
Lyell Wealth Management
California
$5.35M +$1.04M +7,144 +24%
DJSG
337
D.J. St. Germain
Massachusetts
$5.34M -$273K -1,880 -5%
DAM
338
Deltec Asset Management
New York
$5.3M -$6.97K -48 -0.1%
SFS
339
Sowell Financial Services
Arkansas
$5.25M +$157K +1,079 +3%
BEI
340
Benjamin Edwards Inc
Missouri
$5.18M +$860K +5,918 +20%
UF
341
Univest Financial
Pennsylvania
$5.14M -$7.34M -50,508 -59%
KPWS
342
Kestra Private Wealth Services
Texas
$5.13M -$202K -1,390 -4%
AIM
343
Astor Investment Management
Illinois
$5.12M +$5.09M +35,052 New
BCM
344
Beaumont Capital Management
Massachusetts
$5.11M +$5.09M +35,006 New
5SA
345
5th Street Advisors
Connecticut
$5.11M -$2.77M -19,054 -35%
FCI
346
Financial Counselors Inc
Kansas
$5.1M +$144K +992 +3%
GT
347
Glenmede Trust
Pennsylvania
$5.08M +$1.18M +8,134 +31%
KGP
348
Keystone Global Partners
Colorado
$5.08M +$5.05M +34,782 New
3AM
349
3EDGE Asset Management
Florida
$5.07M +$1.27M +8,725 +33%
RAM
350
Riggs Asset Management
Pennsylvania
$5.07M +$5M +34,389 +11,275%

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.