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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 %
NFG
501
Nations Financial Group
Iowa
$2.77M -$92.1K -631 -3%
ODIJL
502
One Day In July LLC
Vermont
$2.75M +$244K +1,668 +10%
KIA
503
Knollwood Investment Advisory
Maryland
$2.75M – – –
CM
504
Columbus Macro
Pennsylvania
$2.75M +$31.7K +217 +1%
EWM
505
EPG Wealth Management
Georgia
$2.74M -$486K -3,331 -15%
EFP
506
Envision Financial Planning
Tennessee
$2.74M -$96.2K -659 -3%
CI
507
CX Institutional
Indiana
$2.74M -$551K -3,775 -17%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$2.73M -$72.7K -547 -3%
GVCM
509
Global View Capital Management
Wisconsin
$2.73M +$2.36M +16,186 +652%
FPW
510
Fairvoy Private Wealth
Alabama
$2.72M -$162K -1,110 -6%
WS
511
Wedbush Securities
California
$2.72M -$123K -844 -4%
MIC
512
Meridian Investment Counsel
California
$2.7M -$19.7K -135 -0.7%
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$2.68M +$335K +2,292 +14%
IAS
514
Insigneo Advisory Services
Florida
$2.68M -$230K -1,575 -8%
FMTCOCP
515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.67M +$546K +3,739 +26%
PWP
516
Perfromance Wealth Partners
Illinois
$2.66M +$377K +2,579 +16%
BCM
517
Boltwood Capital Management
California
$2.65M -$9.49K -65 -0.4%
SSB
518
Sandy Spring Bank
Maryland
$2.65M -$61.3K -420 -2%
CWM
519
Chesapeake Wealth Management
Virginia
$2.63M -$112K -767 -4%
SF
520
Synovus Financial
Georgia
$2.62M -$95.3K -653 -4%
EMAM
521
Encompass More Asset Management
California
$2.62M +$1.51M +10,338 +136%
PFS
522
Prospera Financial Services
Texas
$2.62M -$5.71M -39,058 -69%
SC
523
Sierra Capital
Florida
$2.62M – – –
QWP
524
Quotient Wealth Partners
Texas
$2.61M -$292K -1,998 -10%
MCM
525
Magnolia Capital Management
New York
$2.6M -$301K -2,060 -10%
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