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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
FFP
676
Forbes Financial Planning
Rhode Island
$1.62M -$1.31K -9 -0.1%
DI
677
Diligent Investors
California
$1.62M +$59.7K +411 +4%
CGH
678
CMG Global Holdings
Texas
$1.62M +$128K +880 +8%
BJL
679
Brighton Jones LLC
Washington
$1.61M +$196K +1,348 +14%
CT
680
Clearstead Trust
Maine
$1.61M -$17.6K -121 -1%
1IA
681
1834 Investment Advisors
Wisconsin
$1.61M -$153K -1,055 -9%
AF
682
Abound Financial
California
$1.6M +$5.38K +37 +0.3%
TCA
683
Trifecta Capital Advisors
Illinois
$1.6M +$61.9K +426 +4%
PVI
684
Pine Valley Investments
New Jersey
$1.59M -$96K -661 -6%
VFG
685
V2 Financial group
Illinois
$1.58M -$75.8K -522 -5%
CWM
686
Concentrum Wealth Management
California
$1.58M -$402K -2,764 -20%
CL
687
Choreo LLC
Illinois
$1.57M +$32.5K +224 +2%
FEM
688
Fulcrum Equity Management
Texas
$1.57M +$524K +3,607 +51%
GS
689
GWN Securities
Florida
$1.56M +$1.51M +10,370 +713%
AIFAIM
690
American Institute for Advanced Investment Management
Arizona
$1.56M -$70.2K -483 -4%
IA
691
Integrity Alliance
Iowa
$1.56M +$1.55M +10,667 New
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$1.55M
CWM
693
Cranbrook Wealth Management
Michigan
$1.55M +$22.1K +152 +1%
PSCM
694
Per Stirling Capital Management
Texas
$1.55M +$1.54M +10,599 New
FWM
695
Foguth Wealth Management
Michigan
$1.55M +$259K +1,784 +20%
LFS
696
Legacy Financial Strategies
Kansas
$1.55M -$143K -984 -9%
MGIA
697
Moneta Group Investment Advisors
Missouri
$1.53M -$2.03K -14 -0.1%
ACM
698
Ategra Capital Management
Virginia
$1.53M
WAM
699
Wolverine Asset Management
Illinois
$1.52M +$1.51M +10,400 New
SF
700
Summit Financial
New Jersey
$1.52M -$2.03M -13,942 -57%

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.