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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
BPWM
476
Badgley Phelps Wealth Managers
Washington
$2.71M -$2.17K -16 -0.1%
ODIJL
477
One Day In July LLC
Vermont
$2.71M -$8.12K -60 -0.3%
JIC
478
Johnson Investment Counsel
Ohio
$2.7M -$110K -816 -4%
UAS
479
United Asset Strategies
New York
$2.7M -$10K -74 -0.4%
JWA
480
JFS Wealth Advisors
Pennsylvania
$2.67M +$35.3K +261 +1%
CAG
481
Crestwood Advisors Group
Massachusetts
$2.67M -$414K -3,058 -14%
CGH
482
CMG Global Holdings
Texas
$2.67M +$434K +3,208 +21%
UBG
483
United Bank (Georgia)
Georgia
$2.66M +$1.08K +8 +0%
3AM
484
3EDGE Asset Management
Florida
$2.63M +$255K +1,885 +11%
HAFG
485
Hansen & Associates Financial Group
California
$2.63M +$2.36M +17,422 New
KIA
486
Knollwood Investment Advisory
Maryland
$2.62M – – –
DJSG
487
D.J. St. Germain
Massachusetts
$2.6M -$2.17M -16,064 -46%
AIP
488
ARS Investment Partners
New York
$2.6M +$386K +2,852 +18%
IFA
489
Interactive Financial Advisors
Illinois
$2.59M -$551K -4,070 -18%
NCM
490
Next Capital Management
New York
$2.59M -$460K -3,396 -15%
BCM
491
Boltwood Capital Management
California
$2.58M +$70.6K +522 +3%
MIC
492
Meridian Investment Counsel
California
$2.58M – – –
CA
493
Cresta Advisors
Texas
$2.57M +$205K +1,517 +9%
MCA
494
MSH Capital Advisors
Arizona
$2.56M +$747K +5,522 +43%
JPLA
495
Joseph P. Lucia & Associates
New York
$2.55M -$92.7K -685 -4%
PFS
496
Prospect Financial Services
New York
$2.55M -$333K -2,463 -12%
TC
497
Trust Company
Kansas
$2.52M -$37.9K -280 -2%
WAM
498
Weatherly Asset Management
California
$2.51M +$130K +964 +6%
SC
499
Sierra Capital
Florida
$2.49M – – –
PWMG
500
Pinnacle Wealth Management Group
Michigan
$2.48M +$225K +1,665 +10%
18 19
20
21 22

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.