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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
OFS
776
OneAscent Financial Services
Alabama
$1.2M +$24.7K +170 +2%
FCH
777
Freestone Capital Holdings
Washington
$1.2M -$24.7K -170 -2%
GSWM
778
Golden State Wealth Management
California
$1.2M +$45K +310 +4%
BA
779
Bristlecone Advisors
Washington
$1.2M -$33.7K -232 -3%
OCM
780
Objective Capital Management
Ohio
$1.19M -$70.5K -485 -6%
LC
781
LCNB Corp
Ohio
$1.19M
LIA
782
LBMC Investment Advisors
Tennessee
$1.19M
IAG
783
Ipsen Advisor Group
Arkansas
$1.18M +$4.65K +32 +0.4%
RC
784
Rovin Capital
Arizona
$1.18M +$2.18K +15 +0.2%
NB
785
NBT Bank
New York
$1.18M -$13.8K -95 -1%
FIBT
786
First International Bank & Trust
North Dakota
$1.17M
ET
787
Equitable Trust
Tennessee
$1.17M
KCFA
788
Key Client Fiduciary Advisors
New Jersey
$1.16M +$24.8K +171 +2%
FWP
789
Forefront Wealth Partners
Texas
$1.16M -$90.5K -623 -7%
RIA
790
RPG Investment Advisory
California
$1.16M +$574K +3,952 +100%
MWM
791
Modern Wealth Management
Kansas
$1.15M -$88.2K -607 -7%
CA
792
Claro Advisors
Massachusetts
$1.15M +$145K +1,000 +15%
HWA
793
Heartwood Wealth Advisors
Virginia
$1.15M +$75K +516 +7%
CG
794
Curat Global
New Hampshire
$1.15M +$1.14M +7,842 New
NS
795
NBC Securities
Alabama
$1.14M +$1.13M +7,793 +111,329%
AQR Capital Management
796
AQR Capital Management
Connecticut
$1.14M +$501K +3,451 +80%
PCS
797
Personal CFO Solutions
New Jersey
$1.14M +$1.13M +7,781 New
AFP
798
Ausdal Financial Partners
Iowa
$1.13M +$431K +2,964 +62%
WAM
799
Worth Asset Management
Texas
$1.13M +$1.12M +7,742 New
FNBT
800
FineMark National Bank & Trust
Florida
$1.13M

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.