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State Street Health Care Select Sector SPDR ETF
XLV

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: 1,677 → 1,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 63 → 61 (-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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$243M
2
Goldman Sachs
Goldman Sachs
New York
+$197M
3
Prudential Financial
Prudential Financial
New Jersey
+$192M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$142M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$666M
2
Morgan Stanley
Morgan Stanley
New York
-$356M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$144M
4
Raymond James Financial
Raymond James Financial
Florida
-$102M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$96.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
451
MontVue Capital Management
Virginia
$2.9M -$30.4K -225 -1%
IA
452
IFG Advisory
Georgia
$2.89M -$506K -3,736 -15%
Chevy Chase Trust
453
Chevy Chase Trust
Maryland
$2.88M -$3.14M -23,240 -53%
PWP
454
Principle Wealth Partners
Connecticut
$2.84M +$204K +1,509 +8%
AWM
455
Apollon Wealth Management
South Carolina
$2.83M +$739K +5,460 +37%
IAS
456
Insigneo Advisory Services
Florida
$2.83M +$434K +3,210 +19%
LG
457
Leuthold Group
Minnesota
$2.83M -$172K -1,269 -6%
OCBCO
458
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.82M -$11K -81 -0.4%
CA
459
CoreCap Advisors
Michigan
$2.82M +$322K +2,379 +13%
M&T Bank
460
M&T Bank
New York
$2.82M -$167K -1,236 -6%
MWM
461
Marion Wealth Management
Pennsylvania
$2.82M +$31.3K +231 +1%
PFT
462
Providence First Trust
Arizona
$2.82M -$20.4K -151 -0.7%
MOS
463
MGO One Seven
Ohio
$2.82M +$577K +4,266 +27%
SIA
464
Soltis Investment Advisors
Utah
$2.82M -$59.5K -440 -2%
EF
465
Empowered Funds
Pennsylvania
$2.81M +$627K +4,632 +30%
BCFS
466
Butensky & Cohen Financial Security
Florida
$2.79M +$120K +884 +5%
HF
467
HRT Financial
New York
$2.78M +$2.71M +19,998 New
PAM
468
PCG Asset Management
New Jersey
$2.78M +$20.3K +150 +0.8%
CWM
469
Circle Wealth Management
New Jersey
$2.78M +$253K +1,872 +10%
ZIG
470
Zullo Investment Group
Pennsylvania
$2.74M +$39.8K +294 +2%
NWWA
471
New Wave Wealth Advisors
Arkansas
$2.74M +$70.6K +522 +3%
BOM
472
Bank of Marin
California
$2.74M -$53.9K -398 -2%
MYIA
473
Mount Yale Investment Advisors
Colorado
$2.73M -$533K -3,939 -17%
CWM
474
Chesapeake Wealth Management
Virginia
$2.72M +$48.2K +356 +2%
CCM
475
Cinctive Capital Management
New York
$2.72M +$1.13M +8,320 +74%
17 18
19
20 21

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.