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State Street Health Care Select Sector SPDR ETF
XLV

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: 1,677 → 1,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 63 → 61 (-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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$243M
2
Goldman Sachs
Goldman Sachs
New York
+$197M
3
Prudential Financial
Prudential Financial
New Jersey
+$192M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$142M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$666M
2
Morgan Stanley
Morgan Stanley
New York
-$356M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$144M
4
Raymond James Financial
Raymond James Financial
Florida
-$102M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$96.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
551
Bayesian Capital Management
New York
$2.08M -$5.07M -37,483 -71%
SW
552
SteelPeak Wealth
California
$2.07M +$346K +2,557 +21%
MA
553
MONECO Advisors
Connecticut
$2.06M -$226K -1,672 -10%
ARG
554
Advisory Resource Group
Oklahoma
$2.06M +$133K +981 +7%
BFG
555
Berger Financial Group
Minnesota
$2.06M -$30K -222 -1%
IC
556
IEQ Capital
California
$2.05M +$121K +891 +6%
CFG
557
Citizens Financial Group
Rhode Island
$2.04M -$387K -2,862 -16%
AIM
558
Advyzon Investment Management
Illinois
$2.03M +$205K +1,517 +12%
AAS
559
Asset Allocation Strategies
Michigan
$2.02M -$769K -5,682 -28%
EPA
560
Element Pointe Advisors
Florida
$2.02M -$12.2M -90,234 -86%
RZH
561
Relyea Zuckerberg Hanson
Connecticut
$2.02M +$469K +3,464 +31%
RIA
562
Regal Investment Advisors
Michigan
$2.01M +$93.1K +688 +5%
PG
563
Proffitt & Goodson
Tennessee
$2M +$20.2K +149 +1%
Brown Advisory
564
Brown Advisory
Maryland
$2M +$195K +1,442 +11%
HCMT
565
Highland Capital Management (Tennessee)
Tennessee
$2M +$117K +866 +6%
JHCP
566
Jackson Hole Capital Partners
Oklahoma
$1.97M +$2.84K +21 +0.1%
Principal Financial Group
567
Principal Financial Group
Iowa
$1.96M +$1.9M +14,068 New
SB
568
Strategic Blueprint
Georgia
$1.96M -$113K -838 -6%
BFIC
569
Bedell Frazier Investment Counselling
California
$1.95M -$3.89M -28,762 -67%
FC
570
Fore Capital
New York
$1.95M +$1.89M +14,000 New
SWM
571
SFG Wealth Management
Maryland
$1.94M -$7.99M -59,010 -81%
AFS
572
Access Financial Services
Minnesota
$1.94M -$42.1K -311 -2%
CCG
573
Cypress Capital Group
Florida
$1.94M – – –
CWM
574
Chemistry Wealth Management
New York
$1.94M +$32.3K +239 +2%
CIBC Private Wealth Group
575
CIBC Private Wealth Group
Georgia
$1.93M -$129K -956 -6%
21 22
23
24 25

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.