XLV icon

Health Care Select Sector SPDR Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
851
Oxinas Partners Wealth Management
Indiana
$934K +$2.77K +19 +0.3%
AC
852
Avestar Capital
New York
$933K -$42.8K -293 -4%
APIM
853
Agate Pass Investment Management
Washington
$933K +$237K +1,626 +34%
AG
854
Ascent Group
Virginia
$927K -$45.7K -313 -5%
MG
855
McHugh Group
Ohio
$923K
CCWM
856
Cassaday & Co Wealth Management
Virginia
$917K +$102K +697 +12%
VWA
857
Visionary Wealth Advisors
Illinois
$912K -$47K -322 -5%
TWA
858
Talisman Wealth Advisors
New Jersey
$911K +$44.7K +306 +5%
KCAM
859
Kagan Cocozza Asset Management
New Jersey
$906K -$110K -756 -11%
MLL
860
Moody Lynn & Lieberson
Massachusetts
$905K -$32.1K -220 -3%
PFA
861
Pure Financial Advisors
California
$903K +$264K +1,809 +41%
BMM
862
Berkshire Money Management
Massachusetts
$900K -$79.4K -544 -8%
BFA
863
Beaumont Financial Advisors
Massachusetts
$899K -$26.3K -180 -3%
CCM
864
Condor Capital Management
New Jersey
$898K -$12.3K -84 -1%
RBC
865
Roble Belko & Company
Pennsylvania
$898K -$91.6K -627 -9%
RRCM
866
Rappaport Reiches Capital Management
Illinois
$890K +$673K +4,607 +309%
SOS
867
Silver Oak Securities
Tennessee
$887K -$527K -3,649 -37%
OAM
868
Occidental Asset Management
California
$872K +$142K +971 +19%
MA
869
MKT Advisors
California
$870K +$23.8K +177 +3%
WPP
870
Whalerock Point Partners
Rhode Island
$866K
LWANC
871
Laurel Wealth Advisors (North Carolina)
North Carolina
$862K -$6.86K -47 -0.8%
ISFAN
872
Investor's Fiduciary Advisor Network
Washington
$860K -$24.4K -167 -3%
CFS
873
Coordinated Financial Services
Colorado
$856K -$78.8K -540 -8%
CWC
874
Carolinas Wealth Consulting
North Carolina
$855K -$57.8K -396 -6%
SFC
875
Strategic Financial Concepts
Texas
$853K -$200K -1,368 -19%