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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
JEST
926
JTC Employer Solutions Trustee
Jersey
$788K
HWA
927
Heritage Wealth Advisors
Virginia
$786K
SW
928
SVB Wealth
Massachusetts
$785K -$296K -2,038 -27%
OCM
929
Orleans Capital Management
Louisiana
$782K -$21.8K -150 -3%
FI
930
Financial Insights
Washington
$778K +$29.2K +201 +4%
KWA
931
Kingswood Wealth Advisors
California
$773K -$287K -1,974 -27%
AA
932
Armis Advisers
Georgia
$772K +$570K +3,927 +260%
First Manhattan
933
First Manhattan
New York
$769K -$1.89K -13 -0.2%
TPW
934
Talon Private Wealth
Florida
$767K -$285K -1,959 -27%
BI
935
Bolthouse Investments
California
$767K
HIA
936
Harbor Investment Advisory
Maryland
$766K -$10.2K -70 -1%
PJSIMP
937
P.J. Schmidt Investment Management (PJS)
Wisconsin
$765K -$258K -1,779 -25%
SP
938
Stonebrook Private
Michigan
$760K -$314K -2,162 -29%
WGCA
939
Wolf Group Capital Advisors
Virginia
$759K +$755K +5,200 New
Tudor Investment Corp
940
Tudor Investment Corp
Connecticut
$759K +$755K +5,196 New
VVP
941
Venture Visionary Partners
Ohio
$755K +$39.1K +269 +5%
SPC
942
Spirepoint Private Client
Florida
$754K -$983K -6,769 -57%
DIP
943
DT Investment Partners
Pennsylvania
$753K +$716K +4,930 +2,181%
TW
944
Transform Wealth
Colorado
$752K -$322K -2,214 -30%
WCF
945
West Coast Financial
California
$751K
DBIA
946
Dumont & Blake Investment Advisors
New Jersey
$747K +$434K +2,988 +140%
SWM
947
Silverlake Wealth Management
Vermont
$747K +$241K +1,657 +48%
MSFS
948
Main Street Financial Solutions
Pennsylvania
$742K +$281K +1,936 +61%
LWMT
949
Legacy Wealth Management (Tennessee)
Tennessee
$742K +$18.9K +130 +3%
SAM
950
Sherman Asset Management
California
$741K -$109K -753 -13%

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.