XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$256M
2
Morgan Stanley
Morgan Stanley
New York
+$181M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$425M
2
Bank of America
Bank of America
North Carolina
-$361M
3
QIM
Quantitative Investment Management
Virginia
-$119M
4
Two Sigma Investments
Two Sigma Investments
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
901
Pilgrim Partners Asia
Singapore
$803K +$803K +5,500 New
UOTTAIMCU
902
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$802K +$249K +1,707 +45%
ORC
903
O'Rourke & Company
Massachusetts
$802K +$1.02K +7 +0.1%
CCB
904
Country Club Bank
Missouri
$802K -$335K -2,320 -29%
NWA
905
Navis Wealth Advisors
New York
$801K +$3.07K +21 +0.4%
AWM
906
Aries Wealth Management
Maine
$801K +$18.5K +127 +2%
FTA
907
Financial & Tax Architects
Missouri
$798K +$125K +859 +19%
GWA
908
GGM Wealth Advisors
Maryland
$797K +$1.52K +11 +0.2%
CCA
909
Childress Capital Advisors
Texas
$797K +$184K +1,257 +30%
NWM
910
Nova Wealth Management
Florida
$797K -$447K -3,064 -36%
ATC
911
Argent Trust Co
Tennessee
$795K +$15.2K +104 +2%
PG
912
Patten Group
Tennessee
$795K -$16.1K -110 -2%
FSA
913
Financial Services Advisory
Maryland
$793K +$793K +5,430 New
FCBT
914
First Citizens Bank & Trust
North Carolina
$791K -$39.9K -273 -5%
VFA
915
Voya Financial Advisors
Connecticut
$790K -$93.8K -649 -11%
Franklin Resources
916
Franklin Resources
California
$789K -$438 -3 -0.1%
JEST
917
JTC Employer Solutions Trustee
Jersey
$788K – – –
HWA
918
Heritage Wealth Advisors
Virginia
$786K – – –
SW
919
SVB Wealth
Massachusetts
$785K -$298K -2,038 -27%
OCM
920
Orleans Capital Management
Louisiana
$782K -$21.9K -150 -3%
FI
921
Financial Insights
Washington
$778K +$29.3K +201 +4%
KWA
922
Kingswood Wealth Advisors
California
$773K -$286K -1,974 -27%
AA
923
Armis Advisers
Georgia
$772K +$558K +3,927 +260%
First Manhattan
924
First Manhattan
New York
$769K -$1.9K -13 -0.2%
TPW
925
Talon Private Wealth
Florida
$767K -$286K -1,959 -27%
35 36
37
38 39