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
WSFS
476
Wilmington Savings Fund Society
Delaware
$2.98M -$2.47K -17 -0.1%
FAIM
477
Financial Advocates Investment Management
Washington
$2.98M -$962K -6,619 -24%
MCC
478
Money Concepts Capital
Florida
$2.96M +$220K +1,511 +8%
TFA
479
Transamerica Financial Advisors
Florida
$2.96M +$878K +6,047 +43%
BOM
480
Bank of Marin
California
$2.94M -$109K -748 -4%
CA
481
CWC Advisors
Oregon
$2.93M +$1.03M +7,072 +54%
PAM
482
PCG Asset Management
New Jersey
$2.92M +$76.6K +527 +3%
TIP
483
Tandem Investment Partners
New Jersey
$2.92M +$19.6K +135 +0.7%
MG
484
Marex Group
$2.92M +$2.91M +20,000 New
JWA
485
JFS Wealth Advisors
Pennsylvania
$2.91M +$46.2K +318 +2%
BCWM
486
Bartlett & Co Wealth Management
Ohio
$2.91M +$145 +1 +0%
MSAM
487
Moloney Securities Asset Management
Missouri
$2.9M -$180K -1,238 -6%
UAS
488
United Asset Strategies
New York
$2.9M -$8.77M -60,369 -75%
CW
489
CreativeOne Wealth
Kansas
$2.9M +$190K +1,307 +7%
PWM
490
Palumbo Wealth Management
New York
$2.88M -$16.3K -112 -0.6%
BPWM
491
Badgley Phelps Wealth Managers
Washington
$2.88M -$166K -1,145 -5%
NSIM
492
North Star Investment Management
Illinois
$2.88M +$2.3M +15,828 +408%
JIC
493
Johnson Investment Counsel
Ohio
$2.87M -$318K -2,186 -10%
LC
494
Lindbrook Capital
California
$2.86M +$1.6M +11,033 +128%
ZIG
495
Zullo Investment Group
Pennsylvania
$2.85M +$22.8K +157 +0.8%
HFS
496
Horizon Financial Services
North Carolina
$2.84M +$33.1K +228 +1%
MWM
497
Marion Wealth Management
Pennsylvania
$2.83M +$87.9K +605 +3%
EAM
498
Everstar Asset Management
North Carolina
$2.82M +$97.9K +674 +4%
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$2.82M +$733K +5,048 +35%
MWM
500
Massachusetts Wealth Management
Massachusetts
$2.82M +$219K +1,505 +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.