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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
LA
401
LM Advisors
California
$3.89M -$179K -1,233 -4%
SAW
402
Signal Advisors Wealth
Michigan
$3.89M +$349K +2,405 +10%
MCM
403
MV Capital Management
Maryland
$3.89M -$1.28M -8,825 -25%
LFG
404
Larson Financial Group
Missouri
$3.87M +$1.48M +10,193 +62%
PCP
405
Perbak Capital Partners
United Kingdom
$3.86M +$147K +1,014 +4%
PCM
406
Penserra Capital Management
California
$3.85M +$3.84M +26,407 New
FIA
407
FPC Investment Advisory
California
$3.85M +$241K +1,657 +6%
BAM
408
Belpointe Asset Management
Nevada
$3.84M +$503K +3,461 +15%
FDW
409
Fourth Dimension Wealth
Ohio
$3.84M -$12.2K -84 -0.3%
WIM
410
Westside Investment Management
California
$3.83M +$697K +4,799 +22%
Capstone Investment Advisors
411
Capstone Investment Advisors
New York
$3.8M +$1.49M +10,239 +65%
AAS
412
Asset Allocation Strategies
Michigan
$3.78M -$683K -4,701 -15%
CSP
413
Cary Street Partners
Virginia
$3.78M -$270K -1,859 -7%
WIA
414
World Investment Advisors
California
$3.77M +$142K +980 +4%
C
415
Certuity
Florida
$3.76M +$32.8K +226 +0.9%
BS
416
Banco Santander
Spain
$3.76M -$5.27M -36,253 -58%
AC
417
Attessa Capital
Arizona
$3.75M +$258K +1,779 +7%
NEPWA
418
New England Private Wealth Advisors
Massachusetts
$3.74M +$6.39K +44 +0.2%
IA
419
IFG Advisory
Georgia
$3.72M +$390K +2,686 +12%
CA
420
CoreCap Advisors
Michigan
$3.72M +$1.16M +7,952 +45%
CA
421
Cornerstone Advisors
North Carolina
$3.69M -$5.84M -40,200 -61%
WIP
422
WealthCare Investment Partners
Rhode Island
$3.68M +$37.8K +260 +0.9%
MYIA
423
Mount Yale Investment Advisors
Colorado
$3.68M -$328K -2,257 -8%
RA
424
Rockingstone Advisors
Massachusetts
$3.66M -$873K -6,010 -19%
ACM
425
Aster Capital Management
United Arab Emirates
$3.65M +$3.56M +24,524 New

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.