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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
AF
851
Arrow Financial
New York
$953K -$323K -2,223 -25%
MCCP
852
Mission Creek Capital Partners
California
$948K +$2.03K +14 +0.2%
WB
853
WesBanco Bank
West Virginia
$947K +$10.9K +75 +1%
HT
854
Headlands Technologies
Illinois
$943K +$938K +6,460 New
FHC
855
First Heartland Consultants
Missouri
$943K +$500K +3,445 +114%
PSF
856
Pacific Sun Financial
California
$942K +$56.5K +389 +6%
EGA
857
E&G Advisors
Texas
$935K +$32.7K +225 +4%
OPWM
858
Oxinas Partners Wealth Management
Indiana
$934K +$2.76K +19 +0.3%
AC
859
Avestar Capital
New York
$933K -$42.6K -293 -4%
APIM
860
Agate Pass Investment Management
Washington
$933K +$236K +1,626 +34%
AG
861
Ascent Group
Virginia
$927K -$45.5K -313 -5%
MG
862
McHugh Group
Ohio
$923K
SC
863
Savant Capital
Illinois
$917K -$225K -1,548 -20%
CCWM
864
Cassaday & Co Wealth Management
Virginia
$917K +$101K +697 +12%
VWA
865
Visionary Wealth Advisors
Illinois
$912K -$46.8K -322 -5%
TWA
866
Talisman Wealth Advisors
New Jersey
$911K +$44.5K +306 +5%
KCAM
867
Kagan Cocozza Asset Management
New Jersey
$906K -$110K -756 -11%
MLL
868
Moody Lynn & Lieberson
Massachusetts
$905K -$32K -220 -3%
PFA
869
Pure Financial Advisors
California
$903K +$263K +1,809 +41%
MWA
870
Medallion Wealth Advisors
Connecticut
$902K -$306K -2,107 -25%
BMM
871
Berkshire Money Management
Massachusetts
$900K -$79K -544 -8%
BFA
872
Beaumont Financial Advisors
Massachusetts
$899K -$26.1K -180 -3%
CCM
873
Condor Capital Management
New Jersey
$898K -$12.2K -84 -1%
RBC
874
Roble Belko & Company
Pennsylvania
$898K -$91.1K -627 -9%
RRCM
875
Rappaport Reiches Capital Management
Illinois
$890K +$669K +4,607 +309%

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.