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State Street Health Care Select Sector SPDR ETF

1,677 hedge funds and large institutions have $25.2B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 753 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 72.85%73.93% (+1.1%)

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

5% less funds holding

Funds holding: 1,7671,677 (-90)

10% less capital invested

Capital invested by funds: $28B → $25.2B (-$2.81B)

26% less repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 753

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 178

36% less funds holding in top 10

Funds holding in top 10: 9863 (-35)

Holders
1,677
Holders Change
-90
Holders Change %
-5.09%
% of All Funds
22.08%
Holding in Top 10
63
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-35.71%
% of All Funds
0.83%
New
119
Increased
556
Reduced
753
Closed
178
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
476
Talon Private Wealth
Florida
$2.74M +$2.04M +15,075 +287%
EAM
477
Everstar Asset Management
North Carolina
$2.74M +$135K +1,002 +5%
AAS
478
Asset Allocation Strategies
Michigan
$2.73M -$768K -5,686 -22%
JIC
479
Johnson Investment Counsel
Ohio
$2.72M +$72.4K +536 +3%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$2.72M +$36.3K +269 +1%
NSIM
481
North Star Investment Management
Illinois
$2.72M +$60.9K +451 +2%
TFA
482
Transamerica Financial Advisors
Florida
$2.71M -$19K -141 -0.7%
BOM
483
Bank of Marin
California
$2.7M -$12.2K -90 -0.4%
MWM
484
Marion Wealth Management
Pennsylvania
$2.7M +$92K +681 +4%
MG
485
Marex Group
$2.7M +$4.05K +30 +0.2%
PWM
486
Power Wealth Management
Georgia
$2.68M -$675K -5,002 -20%
AUB
487
Atlantic Union Bankshares
Virginia
$2.68M +$2.49M +18,433 +1,304%
MWM
488
Massachusetts Wealth Management
Massachusetts
$2.67M +$75.3K +558 +3%
PAM
489
PCG Asset Management
New Jersey
$2.67M -$26.3K -195 -1%
MSAM
490
Moloney Securities Asset Management
Missouri
$2.66M -$21.3K -158 -0.8%
PWM
491
Palumbo Wealth Management
New York
$2.63M -$25.7K -190 -1%
ODIJL
492
One Day In July LLC
Vermont
$2.63M +$91.1K +675 +4%
BPWM
493
Badgley Phelps Wealth Managers
Washington
$2.63M -$31.2K -231 -1%
VFG
494
Victory Financial Group
Texas
$2.62M +$234K +1,730 +10%
UAS
495
United Asset Strategies
New York
$2.62M -$54.3K -402 -2%
ZIG
496
Zullo Investment Group
Pennsylvania
$2.61M -$13.4K -99 -0.5%
HG
497
Herbst Group
Connecticut
$2.61M -$314K -2,326 -11%
HFS
498
Horizon Financial Services
North Carolina
$2.59M -$28.8K -213 -1%
CWM
499
Chesapeake Wealth Management
Virginia
$2.59M +$159K +1,181 +7%
BCFS
500
Butensky & Cohen Financial Security
Florida
$2.58M +$232K +1,720 +10%

XLV Hedge Fund Activity: Q2 2025 in Review

1,677 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2025, worth a combined $25.2B — down 10% from $28B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of XLV and 119 opened new positions — a net loss of 59 holders — while 753 trimmed existing stakes and 556 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $451M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $173M sold.

  • 1,677 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2025, down from 1,767 in Q1 2025.
  • Funds reported $25.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 119 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2025 and 178 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $451M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2025 was VOYA Investment Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.