We are live on ! Find out more
XLV icon

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
EMAM
526
Encompass More Asset Management
California
$2.62M +$1.5M +10,338 +136%
PFS
527
Prospera Financial Services
Texas
$2.62M -$5.67M -39,058 -69%
SC
528
Sierra Capital
Florida
$2.62M
QWP
529
Quotient Wealth Partners
Texas
$2.61M -$290K -1,998 -10%
MCM
530
Magnolia Capital Management
New York
$2.6M -$299K -2,060 -10%
ANB
531
Amarillo National Bank
Texas
$2.6M
Fidelity International
532
Fidelity International
Bermuda
$2.6M -$291K -2,005 -10%
VFG
533
Victory Financial Group
Texas
$2.59M +$1.86M +12,781 +258%
WAM
534
Weatherly Asset Management
California
$2.59M -$21.8K -150 -0.8%
WAOI
535
Wealth Advisors of Iowa
Iowa
$2.58M +$2.57M +17,694 New
RCAG
536
Rehmann Capital Advisory Group
Michigan
$2.55M +$95.6K +658 +4%
BCFS
537
Butensky & Cohen Financial Security
Florida
$2.55M +$86.7K +597 +4%
BCM
538
BlueCrest Capital Management
Jersey
$2.52M +$2.51M +17,272 New
CA
539
Cresta Advisors
Texas
$2.52M -$328K -2,257 -12%
SFPG
540
Stonebridge Financial Planning Group
Florida
$2.51M -$49.7K -342 -2%
AFG
541
ABLE Financial Group
Arizona
$2.51M -$503K -3,463 -17%
UBG
542
United Bank (Georgia)
Georgia
$2.5M +$1.68M +11,533 +206%
NW
543
NewEdge Wealth
Pennsylvania
$2.49M -$539K -3,708 -18%
AWM
544
AE Wealth Management
Kansas
$2.48M +$453K +3,118 +23%
SW
545
SMART Wealth
Nebraska
$2.47M +$673K +4,631 +38%
CAG
546
Crestwood Advisors Group
Massachusetts
$2.46M -$11.9K -82 -0.5%
RFO
547
RiverGlades Family Offices
Florida
$2.46M -$72.6K -500 -3%
MIG
548
McGuire Investment Group
Rhode Island
$2.45M +$80.3K +553 +3%
CFG
549
Citizens Financial Group
Rhode Island
$2.45M +$209K +1,440 +9%
ZI
550
ZEGA Investments
Florida
$2.45M +$2.44M +16,775 New

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.