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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 %
LFG
401
Larson Financial Group
Missouri
$3.87M +$1.49M +10,193 +62%
PCP
402
Perbak Capital Partners
United Kingdom
$3.86M +$148K +1,014 +4%
PCM
403
Penserra Capital Management
California
$3.86M +$3.86M +26,407 New
FIA
404
FPC Investment Advisory
California
$3.85M +$229K +1,657 +6%
BAM
405
Belpointe Asset Management
Nevada
$3.84M +$505K +3,461 +15%
FDW
406
Fourth Dimension Wealth
Ohio
$3.84M -$12.3K -84 -0.3%
WIM
407
Westside Investment Management
California
$3.83M +$699K +4,799 +22%
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
$3.8M +$1.49M +10,239 +65%
AAS
409
Asset Allocation Strategies
Michigan
$3.78M -$686K -4,701 -15%
CSP
410
Cary Street Partners
Virginia
$3.78M -$271K -1,859 -7%
WIA
411
World Investment Advisors
California
$3.77M +$143K +980 +4%
C
412
Certuity
Florida
$3.76M +$33K +226 +0.9%
BS
413
Banco Santander
Spain
$3.76M -$5.29M -36,253 -58%
AC
414
Attessa Capital
Arizona
$3.75M +$260K +1,779 +7%
NEPWA
415
New England Private Wealth Advisors
Massachusetts
$3.74M +$6.42K +44 +0.2%
IA
416
IFG Advisory
Georgia
$3.72M +$392K +2,686 +12%
CA
417
CoreCap Advisors
Michigan
$3.72M +$1.16M +7,952 +45%
CA
418
Cornerstone Advisors
North Carolina
$3.69M -$5.87M -40,200 -61%
WIP
419
WealthCare Investment Partners
Rhode Island
$3.68M +$34.5K +260 +0.9%
MYIA
420
Mount Yale Investment Advisors
Colorado
$3.68M -$330K -2,257 -8%
RA
421
Rockingstone Advisors
Massachusetts
$3.66M -$878K -6,010 -19%
ACM
422
Aster Capital Management
United Arab Emirates
$3.65M +$3.65M +24,524 New
NM
423
NWI Management
New York
$3.65M – – –
TA
424
TruWealth Advisors
Louisiana
$3.63M +$91.5K +627 +3%
PWM
425
Power Wealth Management
Georgia
$3.63M +$188K +1,287 +5%
15 16
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