We are live on ! Find out more
XLV icon

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
NM
426
NWI Management
New York
$3.65M
TA
427
TruWealth Advisors
Louisiana
$3.63M +$91.1K +627 +3%
PWM
428
Power Wealth Management
Georgia
$3.63M +$187K +1,287 +5%
ST
429
Sentinel Trust
Texas
$3.62M -$8.28K -57 -0.2%
AF
430
Advisornet Financial
Minnesota
$3.6M -$168K -1,154 -4%
ABC
431
Associated Banc-Corp
Wisconsin
$3.59M +$19.9K +137 +0.6%
BRG
432
Bay Rivers Group
Virginia
$3.58M -$77.7K -535 -2%
LFA
433
Laraway Financial Advisors
Minnesota
$3.55M +$46.5K +320 +1%
OCPWS
434
One Charles Private Wealth Services
Massachusetts
$3.53M +$14.8K +102 +0.4%
NL
435
NWAM LLC
Washington
$3.52M +$212K +1,462 +6%
NCM
436
Nelson Capital Management
California
$3.51M +$272K +1,875 +8%
JGIA
437
Jackson Grant Investment Advisers
Connecticut
$3.5M +$26.3K +181 +0.8%
CIAS
438
Capital Investment Advisory Services
North Carolina
$3.49M -$73.4K -505 -2%
MA
439
Maxele Advisors
Missouri
$3.44M -$49.2K -339 -1%
PFS
440
Prospect Financial Services
New York
$3.42M +$1.81M +12,464 +113%
HWM
441
HB Wealth Management
Georgia
$3.42M +$513K +3,532 +18%
FPW
442
Flagship Private Wealth
Massachusetts
$3.41M -$261K -1,797 -7%
ANTB
443
AMG National Trust Bank
Colorado
$3.4M +$151K +1,037 +5%
CWMGO
444
Capstone Wealth Management Group (Oregon)
Oregon
$3.39M -$354K -2,440 -10%
BIM
445
Bullseye Investment Management
Ohio
$3.38M +$116K +800 +4%
CWM
446
Centric Wealth Management
Illinois
$3.37M +$2.94M +20,214 +698%
Walleye Capital
447
Walleye Capital
New York
$3.36M -$10.4M -71,928 -76%
IFA
448
Interactive Financial Advisors
Illinois
$3.33M +$386K +2,658 +13%
WTC
449
WhitTier Trust Company
Nevada
$3.24M +$302K +2,076 +10%
LFAS
450
Level Four Advisory Services
Texas
$3.24M +$24.6K +169 +0.8%

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.