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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
WAP
451
Wealthcare Advisory Partners
Pennsylvania
$3.24M -$91.7K -631 -3%
CAC
452
Certified Advisory Corp
Florida
$3.23M -$54.9K -378 -2%
DAS
453
Dynamic Advisor Solutions
Arizona
$3.22M +$3.2M +22,044 New
TIAA Trust, National Association
454
TIAA Trust, National Association
North Carolina
$3.21M -$257K -1,769 -7%
MUAMU
455
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.21M +$2.76M +19,000 +633%
TC
456
Trust Company
Kansas
$3.21M -$2.3M -15,841 -42%
JIR
457
James Investment Research
Ohio
$3.21M -$448K -3,083 -12%
NCM
458
Next Capital Management
New York
$3.21M -$1.14M -7,845 -26%
MWM
459
Moulton Wealth Management
Washington
$3.19M +$546K +3,760 +21%
HG
460
Herbst Group
Connecticut
$3.16M -$28.6K -197 -0.9%
MCM
461
MontVue Capital Management
Virginia
$3.15M -$50.7K -349 -2%
FFBTD
462
First Financial Bank - Trust Division
Ohio
$3.14M -$480K -3,301 -13%
KA
463
Kovack Advisors
Florida
$3.13M -$90.9K -626 -3%
PFA
464
Pettinga Financial Advisors
Indiana
$3.1M -$1.27M -8,744 -29%
SCM
465
SCS Capital Management
Massachusetts
$3.07M +$3.06M +21,050 New
MIM
466
MTM Investment Management
South Carolina
$3.06M -$3.63K -25 -0.1%
PS
467
Principal Securities
Iowa
$3.06M
JPLA
468
Joseph P. Lucia & Associates
New York
$3.06M -$21.2K -146 -0.7%
FNBOH
469
First National Bank of Hutchinson
Kansas
$3.06M +$11.9K +82 +0.4%
CGFA
470
Colton Groome Financial Advisors
North Carolina
$3.01M -$547K -3,763 -15%
DWM
471
Darwin Wealth Management
Florida
$3.01M
PFT
472
Providence First Trust
Arizona
$3M +$10.2K +70 +0.3%
M&T Bank
473
M&T Bank
New York
$2.99M -$3.15M -21,708 -51%
OCBCO
474
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.99M -$68K -468 -2%
AAS
475
Ameritas Advisory Services
Nebraska
$2.98M -$178K -1,223 -5%

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.