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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,645 hedge funds and large institutions have $25.1B invested in Health Care Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 549 increasing their positions, 737 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
-99
Holders Change %
-5.68%
% of All Funds
22.06%
Holding in Top 10
61
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-36.46%
% of All Funds
0.82%
New
116
Increased
549
Reduced
737
Closed
172
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$450M
2
State Street
State Street
Massachusetts
+$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$158M
4
Morgan Stanley
Morgan Stanley
New York
+$149M
5
MMEA
Main Management ETF Advisors
California
+$131M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$173M
2
Barclays
Barclays
United Kingdom
-$170M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$130M
4
MIH
Meitav Investment House
Israel
-$123M
5
MMH
Menora Mivtachim Holdings
Israel
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kovack Advisors
Florida
$2.54M -$348K -2,582 -12%
KIA
502
Knollwood Investment Advisory
Maryland
$2.54M – – –
DADC
503
D.A. Davidson & Co
Montana
$2.52M +$412K +3,056 +20%
CCS
504
Concentric Capital Strategies
Connecticut
$2.52M -$2.02M -14,972 -44%
FPW
505
Fairvoy Private Wealth
Alabama
$2.51M +$2.83K +21 +0.1%
RW
506
Rockport Wealth
Ohio
$2.51M -$2.92M -21,666 -54%
1NWS
507
1 North Wealth Services
Maryland
$2.5M +$2.5M +18,560 New
MIC
508
Meridian Investment Counsel
California
$2.49M – – –
SWA
509
Stratos Wealth Advisors
Ohio
$2.48M -$87.1K -646 -3%
WSFS
510
Wilmington Savings Fund Society
Delaware
$2.48M -$274K -2,035 -10%
TC
511
Trust Company
Kansas
$2.47M -$488K -3,621 -16%
CFB
512
Cullen/Frost Bankers
Texas
$2.44M +$1.1M +8,190 +82%
CWM
513
Circle Wealth Management
New Jersey
$2.44M +$251K +1,865 +12%
BCM
514
Boltwood Capital Management
California
$2.43M -$18.7K -139 -0.8%
CA
515
CoreCap Advisors
Michigan
$2.41M -$1.02M -7,537 -30%
SC
516
Sierra Capital
Florida
$2.41M – – –
GVAG
517
Great Valley Advisor Group
Delaware
$2.41M +$342K +2,539 +17%
MCM
518
Magnolia Capital Management
New York
$2.4M – – –
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$2.4M -$201K -1,492 -8%
NFG
520
Nations Financial Group
Iowa
$2.39M -$166K -1,229 -6%
GIM
521
Grassi Investment Management
California
$2.39M -$198K -1,470 -8%
Bank of Nova Scotia
522
Bank of Nova Scotia
Ontario, Canada
$2.36M -$73.2M -542,766 -97%
CFG
523
Citizens Financial Group
Rhode Island
$2.36M +$97.2K +721 +4%
AFG
524
ABLE Financial Group
Arizona
$2.36M +$40.3K +299 +2%
HAS
525
HBW Advisory Services
California
$2.35M +$105K +777 +5%
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