XLV icon

Health Care Select Sector SPDR Fund

1,646 hedge funds and large institutions have $25.1B invested in Health Care Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 550 increasing their positions, 737 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
-98
Holders Change %
-5.62%
% of All Funds
22.07%
Holding in Top 10
61
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-36.46%
% of All Funds
0.82%
New
116
Increased
550
Reduced
737
Closed
172
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
326
Choate Investment Advisors
Massachusetts
$4.75M +$78.2K +580 +2%
SWM
327
Stockman Wealth Management
Montana
$4.69M +$270K +2,000 +6%
DJSG
328
D.J. St. Germain
Massachusetts
$4.69M -$238K -1,762 -5%
MCCA
329
Mill Creek Capital Advisors
Pennsylvania
$4.67M +$269K +1,996 +6%
ERWM
330
Elk River Wealth Management
Colorado
$4.67M +$4.06M +30,143 +667%
SCP
331
Sender Company & Partners
New York
$4.67M +$4.67M +34,651 New
5SA
332
5th Street Advisors
Connecticut
$4.66M -$49.9K -370 -1%
AWS
333
Atria Wealth Solutions
New York
$4.6M -$15.7M -116,418 -77%
SFS
334
Sowell Financial Services
Arkansas
$4.59M -$260K -1,926 -5%
Bank of New York Mellon
335
Bank of New York Mellon
New York
$4.55M -$1.29M -9,557 -22%
FG
336
Fiduciary Group
Georgia
$4.53M +$181K +1,345 +4%
PCA
337
Pallas Capital Advisors
Massachusetts
$4.5M -$4.03M -29,932 -47%
SAW
338
Signal Advisors Wealth
Michigan
$4.46M +$864K +6,411 +24%
CWG
339
Cornerstone Wealth Group
North Carolina
$4.45M -$2.29M -16,973 -34%
CW
340
Cooksen Wealth
Texas
$4.44M +$611K +4,532 +16%
MT
341
Midwest Trust
Kansas
$4.44M +$4.44M +32,904 New
WIM
342
Westside Investment Management
California
$4.43M +$873K +6,463 +25%
CC
343
Courier Capital
New York
$4.42M -$575K -4,264 -12%
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$4.4M +$4.4M +32,862 New
HT
345
Headlands Technologies
Illinois
$4.37M +$3.5M +25,965 +402%
JG
346
Jain Global
New York
$4.36M +$4.36M +32,347 New
FHA
347
First Horizon Advisors
Tennessee
$4.33M +$92.1K +683 +2%
NL
348
NVWM LLC
Pennsylvania
$4.32M +$332K +2,464 +8%
BFG
349
Bleakley Financial Group
New Jersey
$4.28M +$267K +1,981 +7%
AF
350
Allworth Financial
California
$4.26M +$36.7K +272 +0.9%