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State Street Health Care Select Sector SPDR ETF

1,677 hedge funds and large institutions have $25.2B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 753 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 72.85%73.93% (+1.1%)

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

5% less funds holding

Funds holding: 1,7671,677 (-90)

10% less capital invested

Capital invested by funds: $28B → $25.2B (-$2.81B)

26% less repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 753

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 178

36% less funds holding in top 10

Funds holding in top 10: 9863 (-35)

Holders
1,677
Holders Change
-90
Holders Change %
-5.09%
% of All Funds
22.08%
Holding in Top 10
63
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-35.71%
% of All Funds
0.83%
New
119
Increased
556
Reduced
753
Closed
178
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$1.69M +$399K +2,952 +31%
WA
627
WP Advisors
California
$1.69M +$71.2K +527 +4%
RL
628
Retireful LLC
Michigan
$1.69M +$1.69M +12,506 New
EW
629
Evoke Wealth
California
$1.67M +$3.38K +25 +0.2%
SG
630
StoneX Group
New York
$1.66M -$231K -1,714 -12%
FCBT
631
First Citizens Bank & Trust
North Carolina
$1.66M +$935K +6,924 +128%
SW
632
SteelPeak Wealth
California
$1.66M -$354K -2,624 -18%
SHGA
633
Sand Hill Global Advisors
California
$1.66M -$189K -1,400 -10%
AMG
634
Advisors Management Group
Wisconsin
$1.65M -$4.32K -32 -0.3%
PFA
635
Pettinga Financial Advisors
Indiana
$1.64M -$1.23M -9,075 -43%
BAAM
636
Baker Avenue Asset Management
California
$1.62M -$68.6K -508 -4%
SJIM
637
St. Johns Investment Management
Florida
$1.61M -$78.3K -580 -5%
EIP
638
Ellis Investment Partners
Pennsylvania
$1.6M -$6.75K -50 -0.4%
RFC
639
Regions Financial Corp
Alabama
$1.58M -$41.3K -306 -3%
NFP
640
Narus Financial Partners
Utah
$1.58M +$666K +4,931 +72%
AWMT
641
AAFMAA Wealth Management & Trust
North Carolina
$1.58M +$373K +2,763 +31%
MAG
642
M3 Advisory Group
Massachusetts
$1.57M -$65K -481 -4%
DILH
643
Dai-ichi Life Holdings
Japan
$1.57M -$162K -1,200 -9%
MFN
644
Midwest Financial Network
Illinois
$1.57M -$56K -415 -3%
ATS
645
Ashton Thomas Securities
New York
$1.57M -$90.2K -668 -5%
RCM
646
Ridgepath Capital Management
Tennessee
$1.56M +$1.56M +11,579 New
RFN
647
Redwood Financial Network
Ohio
$1.55M -$13.5K -100 -0.9%
CAMG
648
CWA Asset Management Group
Florida
$1.55M -$72.1K -534 -4%
MWM
649
Moulton Wealth Management
Washington
$1.55M -$1.4M -10,393 -48%
TFGT
650
TS Financial Group (TSFG)
Illinois
$1.53M -$86.3K -639 -5%

XLV Hedge Fund Activity: Q2 2025 in Review

1,677 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2025, worth a combined $25.2B — down 10% from $28B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of XLV and 119 opened new positions — a net loss of 59 holders — while 753 trimmed existing stakes and 556 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $451M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $173M sold.

  • 1,677 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2025, down from 1,767 in Q1 2025.
  • Funds reported $25.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 119 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2025 and 178 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $451M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2025 was VOYA Investment Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.