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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
DADC
576
D.A. Davidson & Co
Montana
$2.29M -$1.09M -7,525 -32%
PWMG
577
Pinnacle Wealth Management Group
Michigan
$2.28M +$46.3K +319 +2%
Northwestern Mutual Wealth Management
578
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$86.9K +598 +4%
AWM
579
Apollon Wealth Management
South Carolina
$2.27M -$168K -1,159 -7%
WIA
580
Wealthedge Investment Advisors
New York
$2.25M +$609K +4,195 +37%
CICI
581
Capital Investment Counsel Inc
North Carolina
$2.25M +$60.1K +414 +3%
CFO
582
Colony Family Offices
North Carolina
$2.24M +$51.7K +356 +2%
FA
583
Fagan Associates
New York
$2.24M -$129K -887 -5%
GVAG
584
Great Valley Advisor Group
Delaware
$2.24M -$2.03K -14 -0.1%
MA
585
MBA Advisors
Pennsylvania
$2.23M +$33K +227 +2%
CAG
586
Csenge Advisory Group
Florida
$2.21M -$107K -739 -4%
JCM
587
Jacobi Capital Management
Pennsylvania
$2.2M -$544K -3,748 -20%
BI
588
Bramshill Investments
Florida
$2.19M -$726K -5,000 -25%
SW
589
SteelPeak Wealth
California
$2.19M -$6.64M -45,723 -75%
QFA
590
Quattro Financial Advisors
Texas
$2.18M +$255K +1,752 +13%
JGC
591
J. Goldman & Co
New York
$2.17M -$7.61M -52,350 -78%
IFPG
592
Intrepid Financial Planning Group
Indiana
$2.17M -$23.5K -162 -1%
Bessemer Group
593
Bessemer Group
New Jersey
$2.17M +$20.6K +142 +1%
AFS
594
Access Financial Services
Minnesota
$2.16M -$72.2K -497 -3%
AIP
595
ARS Investment Partners
New York
$2.13M
NAG
596
Northstar Advisory Group
New Jersey
$2.13M +$156K +1,073 +8%
AWM
597
Axxcess Wealth Management
California
$2.12M -$75.7K -521 -3%
DLHL
598
Donald L. Hagan LLC
Florida
$2.11M +$47.4K +326 +2%
VCP
599
Verus Capital Partners
Arizona
$2.1M -$65.5K -451 -3%
FFWM
600
Future Financial Wealth Management
Ohio
$2.1M +$272K +1,873 +15%

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.