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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
CWM
826
Comprehensive Wealth Management
Washington
$1.02M +$145K +995 +17%
DCM
827
Delta Capital Management
New Jersey
$1.02M
EWA
828
Exencial Wealth Advisors
Oklahoma
$1.02M +$1.6K +11 +0.2%
NAM
829
NTV Asset Management
West Virginia
$1.02M +$149K +1,029 +17%
VCM
830
Vivaldi Capital Management
Illinois
$1.01M -$25.7K -177 -2%
MFG
831
Midwest Financial Group
Kansas
$1.01M +$13.1K +90 +1%
VWM
832
VCI Wealth Management
Missouri
$1M +$75K +516 +8%
KFGK
833
Keystone Financial Group (Kentucky)
Kentucky
$1M -$37.6K -259 -4%
PFPT
834
Pinnacle Financial Partners (Tennessee)
Tennessee
$1M -$26.9K -185 -3%
CNBT
835
Cornerstone National Bank & Trust
Illinois
$1M -$527K -3,631 -35%
NFP
836
Narus Financial Partners
Utah
$996K -$111K -764 -10%
CA
837
Clearstead Advisors
Ohio
$994K -$167K -1,147 -14%
MIM
838
Marco Investment Management
Georgia
$993K -$8.72K -60 -0.9%
TWM
839
Tradition Wealth Management
Minnesota
$989K +$145 +1 +0%
ICP
840
Interchange Capital Partners
Pennsylvania
$989K +$1.45K +10 +0.1%
SAF
841
Smith Anglin Financial
Texas
$987K +$318K +2,191 +48%
MAMG
842
Milestone Asset Management Group
Connecticut
$981K +$13.8K +95 +1%
CCG
843
Chatham Capital Group
Georgia
$980K -$200K -1,376 -17%
GLA
844
Good Life Advisors
Pennsylvania
$976K +$206K +1,415 +27%
TSMHT
845
Thurston Springer Miller Herd & Titak
Indiana
$972K +$167K +1,148 +21%
CTA
846
Camelot Technology Advisors
California
$968K -$12.3K -85 -1%
SP
847
Stablepoint Partners
Massachusetts
$966K -$347K -2,388 -27%
LMKC
848
L.M. Kohn & Company
Ohio
$963K +$36.3K +250 +4%
HP
849
Holistic Planning
Texas
$962K +$49.7K +342 +5%
NCM
850
Narwhal Capital Management
Georgia
$957K

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.