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State Street Health Care Select Sector SPDR ETF

1,768 hedge funds and large institutions have $28B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 675 increasing their positions, 673 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 129

15% more funds holding in top 10

Funds holding in top 10: 8598 (+13)

1.19% more ownership

Funds ownership: 71.65%72.85% (+1.2%)

0% more funds holding

Funds holding: 1,7601,768 (+8)

0% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 673

1% less capital invested

Capital invested by funds: $28.3B → $28B (-$384M)

44% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $3.01B

Holders
1,768
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
23.7%
Holding in Top 10
98
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.29%
% of All Funds
1.31%
New
165
Increased
675
Reduced
673
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
501
IEQ Capital
California
$2.8M +$509K +3,507 +22%
GIM
502
Grassi Investment Management
California
$2.8M +$3.63K +25 +0.1%
PWP
503
Principle Wealth Partners
Connecticut
$2.8M -$117K -802 -4%
SWA
504
Stratos Wealth Advisors
Ohio
$2.79M -$1.21M -8,347 -30%
NWWA
505
New Wave Wealth Advisors
Arkansas
$2.78M +$627K +4,318 +29%
NFG
506
Nations Financial Group
Iowa
$2.77M -$91.7K -631 -3%
ODIJL
507
One Day In July LLC
Vermont
$2.75M +$242K +1,668 +10%
KIA
508
Knollwood Investment Advisory
Maryland
$2.75M
CM
509
Columbus Macro
Pennsylvania
$2.75M +$31.5K +217 +1%
EWM
510
EPG Wealth Management
Georgia
$2.74M -$484K -3,331 -15%
EFP
511
Envision Financial Planning
Tennessee
$2.74M -$95.7K -659 -3%
CI
512
CX Institutional
Indiana
$2.74M -$548K -3,775 -17%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$2.73M -$79.5K -547 -3%
GVCM
514
Global View Capital Management
Wisconsin
$2.73M +$2.35M +16,186 +652%
FPW
515
Fairvoy Private Wealth
Alabama
$2.72M -$161K -1,110 -6%
WS
516
Wedbush Securities
California
$2.72M -$123K -844 -4%
MIC
517
Meridian Investment Counsel
California
$2.7M -$19.6K -135 -0.7%
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$2.68M +$333K +2,292 +14%
IAS
519
Insigneo Advisory Services
Florida
$2.68M -$229K -1,575 -8%
FMTCOCP
520
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.67M +$543K +3,739 +26%
PWP
521
Perfromance Wealth Partners
Illinois
$2.66M +$375K +2,579 +16%
BCM
522
Boltwood Capital Management
California
$2.65M -$9.44K -65 -0.4%
SSB
523
Sandy Spring Bank
Maryland
$2.65M -$61K -420 -2%
CWM
524
Chesapeake Wealth Management
Virginia
$2.63M -$111K -767 -4%
SF
525
Synovus Financial
Georgia
$2.62M -$94.9K -653 -4%

XLV Hedge Fund Activity: Q1 2025 in Review

1,768 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2025, worth a combined $28B — down 1.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new XLV positions and 129 closed out — a net gain of 36 holders — while 675 added to existing stakes and 673 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $423M.

  • 1,768 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2025, up from 1,760 in Q4 2024.
  • Funds reported $28B of State Street Health Care Select Sector SPDR ETF stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 165 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2025 and 129 closed out, a net change of +36 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $254M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $423M sold.

Based on aggregated 13F filings for Q1 2025.