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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
TNB
726
Thomasville National Bank
Georgia
$1.42M -$53K -365 -4%
DW
727
Dodds Wealth
Colorado
$1.42M -$1.47M -10,131 -51%
SMC
728
Smith, Moore & Co
Missouri
$1.42M -$102K -704 -7%
HWA
729
Hillcrest Wealth Advisors
New Jersey
$1.42M
GAA
730
Global Assets Advisory
Florida
$1.41M +$938K +6,458 +172%
WCM
731
WealthBridge Capital Management
Ohio
$1.4M -$178K -1,225 -11%
Kovitz Investment Group Partners
732
Kovitz Investment Group Partners
Illinois
$1.4M +$692K +4,764 +98%
SIM
733
Seaview Investment Managers
Florida
$1.4M +$1.39M +9,581 New
WT
734
Washington Trust
Rhode Island
$1.39M -$1.12M -7,716 -45%
CPRC
735
Consolidated Portfolio Review Corp
New York
$1.39M +$70.7K +487 +5%
MAM
736
Milestone Asset Management
Pennsylvania
$1.39M +$1.38M +9,511 New
JSW
737
Journey Strategic Wealth
New Jersey
$1.38M -$179K -1,233 -12%
BHA
738
Beech Hill Advisors
New York
$1.38M +$21.9K +151 +2%
FFWA
739
FRG Family Wealth Advisors
Washington
$1.38M +$115K +790 +9%
GT
740
Glenview Trust
Kentucky
$1.36M -$241K -1,661 -15%
JFG
741
Jefferies Financial Group
New York
$1.36M -$3.13M -21,577 -70%
BA
742
Birinyi Associates
Connecticut
$1.34M +$145 +1 +0%
RBFC
743
Roman Butler Fullerton & Co
Missouri
$1.33M +$160K +1,098 +13%
SSWM
744
Smith Salley Wealth Management
North Carolina
$1.32M -$30.5K -210 -2%
PWP
745
Phillips Wealth Planners
Mississippi
$1.32M +$80.5K +554 +6%
SCM
746
SOL Capital Management
Maryland
$1.32M +$43K +296 +3%
FPW
747
Flywheel Private Wealth
California
$1.32M +$40K +275 +3%
CMANY
748
Capital Management Associates (New York)
New York
$1.31M -$14.4K -99 -1%
AWMT
749
AAFMAA Wealth Management & Trust
North Carolina
$1.31M -$2.7M -18,579 -67%
ISL
750
Ingalls & Snyder LLC
New York
$1.31M -$13.2K -91 -1%

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.