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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,744 hedge funds and large institutions have $27.9B invested in Health Care Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 667 increasing their positions, 666 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
23.69%
Holding in Top 10
96
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.29%
% of All Funds
1.3%
New
160
Increased
667
Reduced
666
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$256M
2
Morgan Stanley
Morgan Stanley
New York
+$181M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$425M
2
Bank of America
Bank of America
North Carolina
-$361M
3
QIM
Quantitative Investment Management
Virginia
-$119M
4
Two Sigma Investments
Two Sigma Investments
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
326
Financial Freedom LLC
Ohio
$5.62M -$31.5K -216 -0.6%
WHG
327
Westwood Holdings Group
Texas
$5.61M -$152K -1,039 -3%
ACA
328
Atlas Capital Advisors
Wyoming
$5.5M +$135K +923 +3%
VWM
329
Venturi Wealth Management
Texas
$5.49M +$1.49M +10,177 +37%
BF
330
Bonfire Financial
Colorado
$5.48M +$483K +3,307 +10%
CC
331
Courier Capital
New York
$5.41M -$1.07M -7,321 -16%
HTC
332
Haverford Trust Company
Pennsylvania
$5.37M -$232K -1,586 -4%
LWM
333
Lyell Wealth Management
California
$5.35M +$1.04M +7,144 +24%
DJSG
334
D.J. St. Germain
Massachusetts
$5.34M -$274K -1,880 -5%
DAM
335
Deltec Asset Management
New York
$5.3M -$7.01K -48 -0.1%
SFS
336
Sowell Financial Services
Arkansas
$5.25M +$158K +1,079 +3%
BEI
337
Benjamin Edwards Inc
Missouri
$5.18M +$864K +5,918 +20%
UF
338
Univest Financial
Pennsylvania
$5.14M -$7.37M -50,508 -59%
KPWS
339
Kestra Private Wealth Services
Texas
$5.13M -$203K -1,390 -4%
AIM
340
Astor Investment Management
Illinois
$5.12M +$5.12M +35,052 New
BCM
341
Beaumont Capital Management
Massachusetts
$5.11M +$5.11M +35,006 New
5SA
342
5th Street Advisors
Connecticut
$5.11M -$2.78M -19,054 -35%
FCI
343
Financial Counselors Inc
Kansas
$5.1M +$145K +992 +3%
GT
344
Glenmede Trust
Pennsylvania
$5.08M +$1.19M +8,134 +31%
KGP
345
Keystone Global Partners
Colorado
$5.08M +$5.08M +34,782 New
3AM
346
3EDGE Asset Management
Florida
$5.07M +$1.26M +8,725 +33%
RAM
347
Riggs Asset Management
Pennsylvania
$5.07M +$5.02M +34,389 +11,275%
CIA
348
Choate Investment Advisors
Massachusetts
$5.06M +$237K +1,624 +5%
ACA
349
Aspire Capital Advisors
Washington
$5.04M -$2.55M -17,472 -34%
GWM
350
GoalFusion Wealth Management
Texas
$5.03M +$2.77K +19 +0.1%
12 13
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