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State Street Health Care Select Sector SPDR ETF

1,647 hedge funds and large institutions have $25.5B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 711 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $25.2B → $25.5B (+$301M)

0.26% more ownership

Funds ownership: 73.93%74.19% (+0.26%)

0% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 134

2% less funds holding

Funds holding: 1,6771,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

22% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 711

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,647
Holders Change
-30
Holders Change %
-1.79%
% of All Funds
21.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
134
Increased
555
Reduced
711
Closed
134
Calls
$2.18B
Puts
$3.19B
Net Calls
-$1.01B
Net Calls Change
-$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
JF
526
JSF Financial
California
$2.28M +$68.7K +508 +3%
RW
527
Rockport Wealth
Ohio
$2.26M -$328K -2,423 -13%
RFO
528
RiverGlades Family Offices
Florida
$2.25M -$85.9K -635 -4%
MA
529
MBA Advisors
Pennsylvania
$2.25M +$42.8K +316 +2%
AQR Capital Management
530
AQR Capital Management
Connecticut
$2.24M +$453K +3,346 +26%
MCM
531
MV Capital Management
Maryland
$2.22M -$1.18M -8,713 -35%
SIC
532
Salem Investment Counselors
North Carolina
$2.22M +$23.5K +174 +1%
RCWM
533
Red Crane Wealth Management
California
$2.21M +$131K +967 +6%
EP
534
Edgestream Partners
New Jersey
$2.19M -$851K -6,287 -29%
WBCM
535
Wilson & Boucher Capital Management
California
$2.19M -$186K -1,375 -8%
EWM
536
EPG Wealth Management
Georgia
$2.18M -$81.9K -605 -4%
MWM
537
Moulton Wealth Management
Washington
$2.18M +$574K +4,243 +37%
KCM
538
Kanawha Capital Management
Virginia
$2.17M -$9.61K -71 -0.5%
PFA
539
Pettinga Financial Advisors
Indiana
$2.15M +$443K +3,276 +27%
JCM
540
Jacobi Capital Management
Pennsylvania
$2.15M +$20.6K +152 +1%
SWA
541
SFMG Wealth Advisors
Texas
$2.14M -$1.76K -13 -0.1%
CCP
542
Cushing Capital Partners
Wisconsin
$2.13M +$183K +1,351 +10%
CFO
543
Colony Family Offices
North Carolina
$2.13M
CICI
544
Capital Investment Counsel Inc
North Carolina
$2.13M -$48.7K -360 -2%
VCP
545
Verus Capital Partners
Arizona
$2.12M -$44.8K -331 -2%
WCM
546
Windsor Capital Management
Arizona
$2.11M +$19.2K +142 +0.9%
GVAG
547
Great Valley Advisor Group
Delaware
$2.1M -$377K -2,785 -16%
CBT
548
Crews Bank & Trust
Florida
$2.09M -$32.9K -243 -2%
JTF
549
J. Team Financial
Texas
$2.09M +$2.03M +15,028 New
WP
550
WealthPLAN Partners
Nebraska
$2.09M -$184K -1,360 -8%

XLV Hedge Fund Activity: Q3 2025 in Review

1,647 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2025, worth a combined $25.5B — up 1.2% from $25.2B a quarter earlier.

Fund positioning in XLV was balanced in Q3 2025: 134 funds opened new positions, 134 closed out, 555 added to existing stakes and 711 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $243M. The largest seller was Bank of America, cutting an estimated $666M.

  • 1,647 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2025, down from 1,677 in Q2 2025.
  • Funds reported $25.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 134 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2025 and 134 closed out, a net change of 0 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $243M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2025 was Bank of America, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2025.