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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
SOS
876
Silver Oak Securities
Tennessee
$887K -$530K -3,649 -37%
OAM
877
Occidental Asset Management
California
$872K +$141K +971 +19%
MA
878
MKT Advisors
California
$870K +$25.7K +177 +3%
WPP
879
Whalerock Point Partners
Rhode Island
$866K
LWANC
880
Laurel Wealth Advisors (North Carolina)
North Carolina
$862K -$6.83K -47 -0.8%
ISFAN
881
Investor's Fiduciary Advisor Network
Washington
$860K -$24.3K -167 -3%
CFS
882
Coordinated Financial Services
Colorado
$856K -$78.4K -540 -8%
CWC
883
Carolinas Wealth Consulting
North Carolina
$855K -$57.5K -396 -6%
SFC
884
Strategic Financial Concepts
Texas
$853K -$199K -1,368 -19%
VFA
885
Valeo Financial Advisors
Indiana
$850K -$132K -909 -14%
HCM
886
Hollencrest Capital Management
California
$848K +$145 +1 +0%
PCFFS
887
Pacific Center for Financial Services
California
$847K -$102K -702 -11%
QPWM
888
Quadrant Private Wealth Management
Pennsylvania
$844K +$21.4K +147 +3%
SC
889
SouthState Corp
Florida
$841K +$12.5K +86 +2%
BHBT
890
Burke & Herbert Bank & Trust
Virginia
$840K +$2.9K +20 +0.3%
PWW
891
Pettyjohn Wood & White
Virginia
$839K +$43.6K +300 +6%
WGC
892
Watts Gwilliam & Co
Arizona
$838K +$15.7K +108 +2%
CCA
893
Cypress Capital Advisors
Tennessee
$836K +$474K +3,266 +133%
FA
894
Fountainhead AM
New Jersey
$835K +$17.6K +121 +2%
PTP
895
Platform Technology Partners
New York
$831K +$327K +2,248 +65%
SFG
896
Shum Financial Group
California
$829K +$2.76K +19 +0.3%
SIC
897
Sigma Investment Counselors
Michigan
$829K -$110K -756 -12%
FTUS
898
Flow Traders U.S.
New York
$821K -$290K -1,999 -26%
BF
899
BOK Financial
Oklahoma
$821K -$134K -921 -14%
AT
900
Arlington Trust
Alabama
$820K +$72.6K +500 +10%

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.