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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 %
PA
351
PFG Advisors
Arizona
$5.01M +$715K +4,899 +17%
RWMH
352
Riverpoint Wealth Management Holdings
Illinois
$4.97M -$93.3K -639 -2%
VWM
353
Valley Wealth Managers
New Jersey
$4.92M +$4.34M +29,713 +752%
CCS
354
Concentric Capital Strategies
Connecticut
$4.91M +$3.73M +25,559 +316%
FFA
355
Farther Finance Advisors
California
$4.89M +$131K +917 +3%
GM
356
GeoWealth Management
Illinois
$4.89M +$278K +1,907 +6%
MA
357
Mutual Advisors
Nebraska
$4.88M +$50.8K +368 +1%
CFG
358
Compton Financial Group
Maryland
$4.87M +$4.87M +33,344 New
HH
359
Hilltop Holdings
Texas
$4.85M +$310K +2,121 +7%
SWM
360
Stockman Wealth Management
Montana
$4.79M +$35.2K +241 +0.7%
MCCA
361
Mill Creek Capital Advisors
Pennsylvania
$4.77M +$26.1K +179 +0.6%
SFA
362
Sequoia Financial Advisors
Ohio
$4.73M +$1.8M +12,323 +61%
FG
363
Fiduciary Group
Georgia
$4.71M +$192K +1,318 +4%
First Trust Advisors
364
First Trust Advisors
Illinois
$4.65M +$509K +3,487 +12%
FHA
365
First Horizon Advisors
Tennessee
$4.59M +$39.3K +269 +0.9%
HHRDM
366
H&H Retirement Design & Management
Nevada
$4.58M +$53.2K +401 +1%
Natixis Advisors
367
Natixis Advisors
Massachusetts
$4.58M +$949K +6,498 +26%
DWA
368
Delos Wealth Advisors
Texas
$4.58M +$16.5K +113 +0.4%
CF
369
Centaurus Financial
California
$4.49M -$659K -4,515 -13%
BFG
370
Bleakley Financial Group
New Jersey
$4.34M +$400K +2,739 +10%
BBHC
371
Brown Brothers Harriman & Co
New York
$4.33M -$476K -3,261 -10%
NL
372
NVWM LLC
Pennsylvania
$4.32M +$663K +4,541 +18%
AF
373
Allworth Financial
California
$4.31M +$550 +4 +0%
NFC
374
Northeast Financial Consultants
Connecticut
$4.2M -$565K -3,868 -12%
CW
375
Cooksen Wealth
Texas
$4.2M -$74.9K -507 -2%
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