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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 %
ANB
526
Amarillo National Bank
Texas
$2.6M – – –
Fidelity International
527
Fidelity International
Bermuda
$2.6M -$293K -2,005 -10%
VFG
528
Victory Financial Group
Texas
$2.59M +$1.87M +12,781 +258%
WAM
529
Weatherly Asset Management
California
$2.59M -$21.9K -150 -0.8%
WAOI
530
Wealth Advisors of Iowa
Iowa
$2.58M +$2.58M +17,694 New
RCAG
531
Rehmann Capital Advisory Group
Michigan
$2.55M +$96.1K +658 +4%
BCFS
532
Butensky & Cohen Financial Security
Florida
$2.55M +$87.2K +597 +4%
BCM
533
BlueCrest Capital Management
Jersey
$2.52M +$2.52M +17,272 New
CA
534
Cresta Advisors
Texas
$2.52M -$330K -2,257 -12%
SFPG
535
Stonebridge Financial Planning Group
Florida
$2.51M -$49.9K -342 -2%
AFG
536
ABLE Financial Group
Arizona
$2.51M -$506K -3,463 -17%
UBG
537
United Bank (Georgia)
Georgia
$2.5M +$1.68M +11,533 +206%
NW
538
NewEdge Wealth
Pennsylvania
$2.49M -$541K -3,708 -18%
AWM
539
AE Wealth Management
Kansas
$2.48M +$455K +3,118 +23%
SW
540
SMART Wealth
Nebraska
$2.47M +$676K +4,631 +38%
CAG
541
Crestwood Advisors Group
Massachusetts
$2.46M -$12K -82 -0.5%
RFO
542
RiverGlades Family Offices
Florida
$2.46M -$73K -500 -3%
MIG
543
McGuire Investment Group
Rhode Island
$2.45M +$80.7K +553 +3%
CFG
544
Citizens Financial Group
Rhode Island
$2.45M +$210K +1,440 +9%
ZI
545
ZEGA Investments
Florida
$2.45M +$2.45M +16,775 New
AT
546
Avalon Trust
New Mexico
$2.44M +$4.96K +34 +0.2%
LG
547
Leuthold Group
Minnesota
$2.44M +$344K +2,356 +16%
HAS
548
HBW Advisory Services
California
$2.43M -$239K -1,640 -9%
WBCM
549
Wilson & Boucher Capital Management
California
$2.41M +$124K +850 +5%
BBA
550
BLB&B Advisors
Pennsylvania
$2.41M +$949K +6,500 +65%
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