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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
AWA
601
AmeriServ Wealth Advisors
Pennsylvania
$2.09M +$2.07M +14,282 New
FGWP
602
Founders Grove Wealth Partners
Virginia
$2.07M +$185K +1,276 +10%
SG
603
StoneX Group
New York
$2.05M -$2.37M -16,312 -54%
PEA
604
Park Edge Advisors
Ohio
$2.05M +$2.04M +14,029 New
JHCP
605
Jackson Hole Capital Partners
Oklahoma
$2.02M -$18.4K -127 -0.9%
CWM
606
Chemistry Wealth Management
New York
$2.02M +$456K +3,142 +29%
SGI
607
Summit Global Investments
Utah
$2.02M +$39.5K +272 +2%
MBT
608
Montecito Bank & Trust
California
$2.01M -$201K -1,383 -9%
SHGA
609
Sand Hill Global Advisors
California
$2M -$156K -1,077 -7%
AWC
610
Adamsbrown Wealth Consultants
Kansas
$2M -$39.4K -271 -2%
PG
611
Proffitt & Goodson
Tennessee
$1.99M -$271K -1,868 -12%
AFG
612
Atomi Financial Group
New York
$1.99M +$838K +5,770 +73%
TSWM
613
Tyler-Stone Wealth Management
Ohio
$1.99M +$194K +1,334 +11%
SW
614
Simplicity Wealth
New Jersey
$1.99M +$1.98M +13,605 New
VRM
615
Vectors Research Management
New York
$1.98M -$1.25M -8,628 -39%
PI
616
PFG Investments
New York
$1.98M -$86.6K -596 -4%
IAIM
617
International Assets Investment Management
Florida
$1.98M -$244K -1,677 -11%
PNAA
618
Pictet North America Advisors
Switzerland
$1.97M -$110K -759 -5%
HCMT
619
Highland Capital Management (Tennessee)
Tennessee
$1.97M +$62.3K +429 +3%
GAM
620
Gotham Asset Management
New York
$1.96M +$1.95M +13,434 New
CCP
621
Cushing Capital Partners
Wisconsin
$1.96M +$11.6K +80 +0.6%
PWM
622
Purus Wealth Management
California
$1.96M -$38.8K -267 -2%
PIA
623
Perennial Investment Advisors
California
$1.95M -$108K -744 -5%
RPGK
624
Retirement Planning Group (Kansas)
Kansas
$1.94M -$681K -4,690 -26%
Brown Advisory
625
Brown Advisory
Maryland
$1.94M +$165K +1,133 +9%

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.