XLV icon

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 %
BOM
476
Bank of Marin
California
$2.94M -$109K -748 -4%
CA
477
CWC Advisors
Oregon
$2.93M +$1.03M +7,072 +54%
PAM
478
PCG Asset Management
New Jersey
$2.92M +$76.9K +527 +3%
TIP
479
Tandem Investment Partners
New Jersey
$2.92M +$19.7K +135 +0.7%
JWA
480
JFS Wealth Advisors
Pennsylvania
$2.91M +$46.4K +318 +2%
BCWM
481
Bartlett & Co Wealth Management
Ohio
$2.91M +$146 +1 +0%
MSAM
482
Moloney Securities Asset Management
Missouri
$2.9M -$181K -1,238 -6%
UAS
483
United Asset Strategies
New York
$2.9M -$8.81M -60,369 -75%
CW
484
CreativeOne Wealth
Kansas
$2.9M +$191K +1,307 +7%
PWM
485
Palumbo Wealth Management
New York
$2.88M -$16.4K -112 -0.6%
BPWM
486
Badgley Phelps Wealth Managers
Washington
$2.88M -$167K -1,145 -5%
NSIM
487
North Star Investment Management
Illinois
$2.88M +$2.31M +15,828 +408%
JIC
488
Johnson Investment Counsel
Ohio
$2.87M -$319K -2,186 -10%
LC
489
Lindbrook Capital
California
$2.86M +$1.61M +11,033 +128%
ZIG
490
Zullo Investment Group
Pennsylvania
$2.85M +$22.9K +157 +0.8%
HFS
491
Horizon Financial Services
North Carolina
$2.84M +$33.3K +228 +1%
MWM
492
Marion Wealth Management
Pennsylvania
$2.83M +$88.3K +605 +3%
EAM
493
Everstar Asset Management
North Carolina
$2.82M +$98.4K +674 +4%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$2.82M +$737K +5,048 +35%
MWM
495
Massachusetts Wealth Management
Massachusetts
$2.82M +$220K +1,505 +8%
IC
496
IEQ Capital
California
$2.8M +$512K +3,507 +22%
GIM
497
Grassi Investment Management
California
$2.8M +$3.65K +25 +0.1%
PWP
498
Principle Wealth Partners
Connecticut
$2.8M -$117K -802 -4%
SWA
499
Stratos Wealth Advisors
Ohio
$2.79M -$1.22M -8,347 -30%
NWWA
500
New Wave Wealth Advisors
Arkansas
$2.78M +$630K +4,318 +29%
18 19
20
21 22