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
KWA
901
Kingswood Wealth Advisors
California
$620K
EPM
902
Elm Partners Management
Pennsylvania
$619K
GJWM
903
Gilliland Jeter Wealth Management
Arkansas
$616K
CT
904
Caldwell Trust
Florida
$615K
JAG
905
Journey Advisory Group
Kentucky
$614K
FCA
906
FLC Capital Advisors
California
$614K
CAM
907
Carret Asset Management
New York
$612K
BB
908
Burford Brothers
Texas
$610K
ICM
909
Intrepid Capital Management
Florida
$607K
TI
910
tru Independence
Oregon
$603K
O3W
911
Omni 360 Wealth
New Jersey
$603K
CCB
912
Country Club Bank
Missouri
$602K
DP
913
Dearborn Partners
Illinois
$600K
VCM
914
Vivaldi Capital Management
Illinois
$596K
SP
915
Stonebrook Private
Michigan
$592K
GWM
916
GK Wealth Management
Nevada
$591K
NAS
917
NWF Advisory Services
California
$587K
HIA
918
Harbor Investment Advisory
Maryland
$586K
GAB
919
German American Bancorp
Indiana
$586K
CWM
920
Chicago Wealth Management
Illinois
$583K
PC
921
Promus Capital
Illinois
$580K
GBWM
922
Granite Bay Wealth Management
New Hampshire
$578K
Lazard Asset Management
923
Lazard Asset Management
New York
$578K
SLWA
924
San Luis Wealth Advisors
California
$575K
RPWA
925
Regent Peak Wealth Advisors
Georgia
$575K