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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,744 hedge funds and large institutions have $27.9B invested in Health Care Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 667 increasing their positions, 666 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
23.69%
Holding in Top 10
96
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.29%
% of All Funds
1.3%
New
160
Increased
667
Reduced
666
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$256M
2
Morgan Stanley
Morgan Stanley
New York
+$181M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$425M
2
Bank of America
Bank of America
North Carolina
-$361M
3
QIM
Quantitative Investment Management
Virginia
-$119M
4
Two Sigma Investments
Two Sigma Investments
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
776
Ipsen Advisor Group
Arkansas
$1.18M +$4.67K +32 +0.4%
RC
777
Rovin Capital
Arizona
$1.18M +$2.19K +15 +0.2%
NB
778
NBT Bank
New York
$1.18M -$13.9K -95 -1%
FIBT
779
First International Bank & Trust
North Dakota
$1.17M – – –
ET
780
Equitable Trust
Tennessee
$1.17M – – –
KCFA
781
Key Client Fiduciary Advisors
New Jersey
$1.16M +$25K +171 +2%
FWP
782
Forefront Wealth Partners
Texas
$1.16M -$91K -623 -7%
RIA
783
RPG Investment Advisory
California
$1.16M +$577K +3,952 +100%
MWM
784
Modern Wealth Management
Kansas
$1.15M -$88.6K -607 -7%
CA
785
Claro Advisors
Massachusetts
$1.15M +$146K +1,000 +15%
HWA
786
Heartwood Wealth Advisors
Virginia
$1.15M +$75.3K +516 +7%
CG
787
Curat Global
New Hampshire
$1.15M +$1.15M +7,842 New
NS
788
NBC Securities
Alabama
$1.14M +$1.14M +7,793 +111,329%
AQR Capital Management
789
AQR Capital Management
Connecticut
$1.14M +$504K +3,451 +80%
PCS
790
Personal CFO Solutions
New Jersey
$1.14M +$1.14M +7,781 New
AFP
791
Ausdal Financial Partners
Iowa
$1.13M +$433K +2,964 +62%
WAM
792
Worth Asset Management
Texas
$1.13M +$1.13M +7,742 New
FNBT
793
FineMark National Bank & Trust
Florida
$1.13M – – –
B
794
Bailard
California
$1.13M -$31.8K -218 -3%
LCM
795
LVM Capital Management
Michigan
$1.12M +$9.49K +65 +0.9%
AWA
796
Alta Wealth Advisors
Massachusetts
$1.12M -$13K -89 -1%
SC
797
Saiph Capital
New Jersey
$1.12M +$32.9K +225 +3%
I
798
INVST
Indiana
$1.11M +$601K +4,117 +117%
KPWG
799
KFA Private Wealth Group
Virginia
$1.11M +$341K +2,333 +45%
GFA
800
Gallagher Fiduciary Advisors
Illinois
$1.11M -$94.3K -646 -8%
30 31
32
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