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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,647 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, 550 increasing their positions, 738 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
-97
Holders Change %
-5.56%
% of All Funds
22.08%
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
550
Reduced
738
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 %
PWP
501
Principle Wealth Partners
Connecticut
$2.55M -$34.4K -255 -1%
KA
502
Kovack Advisors
Florida
$2.54M -$348K -2,582 -12%
KIA
503
Knollwood Investment Advisory
Maryland
$2.54M – – –
DADC
504
D.A. Davidson & Co
Montana
$2.52M +$412K +3,056 +20%
CCS
505
Concentric Capital Strategies
Connecticut
$2.52M -$2.02M -14,972 -44%
FPW
506
Fairvoy Private Wealth
Alabama
$2.51M +$2.83K +21 +0.1%
RW
507
Rockport Wealth
Ohio
$2.51M -$2.92M -21,666 -54%
1NWS
508
1 North Wealth Services
Maryland
$2.5M +$2.5M +18,560 New
MIC
509
Meridian Investment Counsel
California
$2.49M – – –
SWA
510
Stratos Wealth Advisors
Ohio
$2.48M -$87.1K -646 -3%
WSFS
511
Wilmington Savings Fund Society
Delaware
$2.48M -$274K -2,035 -10%
TC
512
Trust Company
Kansas
$2.47M -$488K -3,621 -16%
CFB
513
Cullen/Frost Bankers
Texas
$2.44M +$1.1M +8,190 +82%
CWM
514
Circle Wealth Management
New Jersey
$2.44M +$251K +1,865 +12%
BCM
515
Boltwood Capital Management
California
$2.43M -$18.7K -139 -0.8%
CA
516
CoreCap Advisors
Michigan
$2.41M -$1.02M -7,537 -30%
SC
517
Sierra Capital
Florida
$2.41M – – –
GVAG
518
Great Valley Advisor Group
Delaware
$2.41M +$342K +2,539 +17%
MCM
519
Magnolia Capital Management
New York
$2.4M – – –
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$2.4M -$201K -1,492 -8%
NFG
521
Nations Financial Group
Iowa
$2.39M -$166K -1,229 -6%
GIM
522
Grassi Investment Management
California
$2.39M -$198K -1,470 -8%
Bank of Nova Scotia
523
Bank of Nova Scotia
Ontario, Canada
$2.36M -$73.2M -542,766 -97%
CFG
524
Citizens Financial Group
Rhode Island
$2.36M +$97.2K +721 +4%
AFG
525
ABLE Financial Group
Arizona
$2.36M +$40.3K +299 +2%
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