XLV icon

Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Connecticut Wealth Management
Connecticut
$655K
BF
877
BOK Financial
Oklahoma
$652K
TVM
878
True Vision MN
Minnesota
$652K
IAA
879
Independent Advisor Alliance
North Carolina
$652K
FCP
880
Fidelis Capital Partners
Florida
$651K
FWP
881
Forefront Wealth Partners
Texas
$648K
LSPW
882
Lake Street Private Wealth
Illinois
$647K
PWM
883
Pines Wealth Management
North Carolina
$645K
SAM
884
Sequent Asset Management
Texas
$643K
BFO
885
Biltmore Family Office
North Carolina
$641K
CIM
886
Cambria Investment Management
California
$640K
SPC
887
Spirepoint Private Client
Florida
$638K
ACS
888
Archford Capital Strategies
Illinois
$637K
CCAL
889
City Center Advisors LLC
Michigan
$637K
MWA
890
Meridian Wealth Advisors
Texas
$635K
CIM
891
Contravisory Investment Management
Massachusetts
$635K
SSWM
892
Strait & Sound Wealth Management
California
$634K
TWP
893
Tyche Wealth Partners
Texas
$633K
RFA
894
RTD Financial Advisors
Pennsylvania
$632K
FFA
895
Founders Financial Alliance
North Carolina
$627K
BWP
896
Balboa Wealth Partners
Arizona
$625K
CL
897
COWA LLC
Oklahoma
$624K
SRC
898
Shufro Rose & Co
New York
$624K
YDMI
899
Y.D. More Investments
Israel
$620K
GEA
900
Glen Eagle Advisors
New Jersey
$620K