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State Street Health Care Select Sector SPDR ETF

1,647 hedge funds and large institutions have $25.5B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 711 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $25.2B → $25.5B (+$301M)

0.26% more ownership

Funds ownership: 73.93%74.19% (+0.26%)

0% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 134

2% less funds holding

Funds holding: 1,6771,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

22% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 711

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,647
Holders Change
-30
Holders Change %
-1.79%
% of All Funds
21.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
134
Increased
555
Reduced
711
Closed
134
Calls
$2.18B
Puts
$3.19B
Net Calls
-$1.01B
Net Calls Change
-$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
376
Embree Financial Group
Illinois
$3.73M -$1.15M -8,528 -24%
RWMH
377
Riverpoint Wealth Management Holdings
Illinois
$3.71M -$76.9K -568 -2%
BL
378
BFSG LLC
California
$3.68M -$87.4K -646 -2%
GWP
379
Gateway Wealth Partners
Wisconsin
$3.66M +$587K +4,337 +20%
VFG
380
Victory Financial Group
Texas
$3.64M +$903K +6,671 +34%
FHC
381
First Horizon Corporation
Tennessee
$3.64M +$3.54M +26,183 New
BEI
382
Benjamin Edwards Inc
Missouri
$3.64M -$314K -2,317 -8%
DAS
383
Dynamic Advisor Solutions
Arizona
$3.6M +$920K +6,802 +36%
MA
384
Mutual Advisors
Nebraska
$3.59M -$721K -5,325 -18%
BOPW
385
Brandywine Oak Private Wealth
Pennsylvania
$3.59M -$214K -1,584 -6%
CGFA
386
Colton Groome Financial Advisors
North Carolina
$3.56M -$169K -1,250 -5%
WIA
387
Wealthedge Investment Advisors
New York
$3.55M +$1.32M +9,753 +62%
NCM
388
Nelson Capital Management
California
$3.51M +$81.5K +602 +2%
BRG
389
Bay Rivers Group
Virginia
$3.5M +$38.2K +282 +1%
LA
390
LM Advisors
California
$3.48M +$44.7K +330 +1%
NM
391
NWI Management
New York
$3.48M
FGA
392
Fortis Group Advisors
New Jersey
$3.48M +$3.24M +23,976 +19,335%
WIA
393
World Investment Advisors
California
$3.42M -$212K -1,564 -6%
NEPWA
394
New England Private Wealth Advisors
Massachusetts
$3.39M +$7.17K +53 +0.2%
BIM
395
Bullseye Investment Management
Ohio
$3.38M
Bessemer Group
396
Bessemer Group
New Jersey
$3.37M -$289K -2,133 -8%
DWM
397
Darwin Wealth Management
Florida
$3.37M +$412K +3,045 +14%
Natixis Advisors
398
Natixis Advisors
Massachusetts
$3.36M -$222K -1,641 -6%
HI
399
Harbour Investments
Wisconsin
$3.34M -$2M -14,799 -38%
JGIA
400
Jackson Grant Investment Advisers
Connecticut
$3.33M +$9.47K +70 +0.3%

XLV Hedge Fund Activity: Q3 2025 in Review

1,647 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2025, worth a combined $25.5B — up 1.2% from $25.2B a quarter earlier.

Fund positioning in XLV was balanced in Q3 2025: 134 funds opened new positions, 134 closed out, 555 added to existing stakes and 711 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $243M. The largest seller was Bank of America, cutting an estimated $666M.

  • 1,647 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2025, down from 1,677 in Q2 2025.
  • Funds reported $25.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 134 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2025 and 134 closed out, a net change of 0 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $243M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2025 was Bank of America, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2025.