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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
CIA
351
Choate Investment Advisors
Massachusetts
$5.06M +$236K +1,624 +5%
ACA
352
Aspire Capital Advisors
Washington
$5.04M -$2.54M -17,472 -34%
GWM
353
GoalFusion Wealth Management
Texas
$5.03M +$2.76K +19 +0.1%
PA
354
PFG Advisors
Arizona
$5.01M +$712K +4,899 +17%
RWMH
355
Riverpoint Wealth Management Holdings
Illinois
$4.97M -$92.8K -639 -2%
VWM
356
Valley Wealth Managers
New Jersey
$4.92M +$4.32M +29,713 +752%
CCS
357
Concentric Capital Strategies
Connecticut
$4.91M +$3.71M +25,559 +316%
FFA
358
Farther Finance Advisors
California
$4.89M +$133K +917 +3%
GM
359
GeoWealth Management
Illinois
$4.89M +$277K +1,907 +6%
MA
360
Mutual Advisors
Nebraska
$4.88M +$53.5K +368 +1%
CFG
361
Compton Financial Group
Maryland
$4.87M +$4.84M +33,344 New
HH
362
Hilltop Holdings
Texas
$4.85M +$308K +2,121 +7%
SWM
363
Stockman Wealth Management
Montana
$4.79M +$35K +241 +0.7%
MCCA
364
Mill Creek Capital Advisors
Pennsylvania
$4.77M +$26K +179 +0.6%
SFA
365
Sequoia Financial Advisors
Ohio
$4.73M +$1.79M +12,323 +61%
FG
366
Fiduciary Group
Georgia
$4.71M +$191K +1,318 +4%
First Trust Advisors
367
First Trust Advisors
Illinois
$4.65M +$507K +3,487 +12%
FHA
368
First Horizon Advisors
Tennessee
$4.59M +$39.1K +269 +0.9%
HHRDM
369
H&H Retirement Design & Management
Nevada
$4.58M +$58.3K +401 +1%
Natixis Advisors
370
Natixis Advisors
Massachusetts
$4.58M +$944K +6,498 +26%
DWA
371
Delos Wealth Advisors
Texas
$4.58M +$16.4K +113 +0.4%
CF
372
Centaurus Financial
California
$4.49M -$656K -4,515 -13%
BFG
373
Bleakley Financial Group
New Jersey
$4.34M +$398K +2,739 +10%
BBHC
374
Brown Brothers Harriman & Co
New York
$4.33M -$474K -3,261 -10%
NL
375
NVWM LLC
Pennsylvania
$4.32M +$660K +4,541 +18%

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.