XLV icon

Health Care Select Sector SPDR Fund

1,648 hedge funds and large institutions have $25.1B invested in Health Care Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 550 increasing their positions, 738 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
-96
Holders Change %
-5.5%
% of All Funds
22.09%
Holding in Top 10
61
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-36.46%
% of All Funds
0.82%
New
117
Increased
550
Reduced
738
Closed
172
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
951
Pines Wealth Management
North Carolina
$577K +$26.7K +197 +5%
DL
952
DOHJ LLC
Washington
$577K +$577K +4,249 New
BB
953
Burford Brothers
Texas
$575K -$89.2K -662 -13%
SYBT
954
Stock Yards Bank & Trust
Kentucky
$572K +$128K +948 +29%
BFA
955
Bragg Financial Advisors
North Carolina
$570K +$7.95K +59 +1%
AWM
956
Axxcess Wealth Management
California
$568K -$1.39M -10,325 -71%
WC
957
Waterloo Capital
Texas
$568K -$93.5K -694 -14%
O3W
958
Omni 360 Wealth
New Jersey
$567K +$160K +1,188 +39%
NCM
959
Noesis Capital Mangement
Florida
$567K -$12.4K -92 -2%
NP
960
NorthRock Partners
Minnesota
$567K -$52.3K -388 -8%
RWM
961
Ritholtz Wealth Management
New York
$566K +$155K +1,153 +38%
SSA
962
SSA Swiss Advisors
$566K -$25K -184 -4%
GBWM
963
Granite Bay Wealth Management
New Hampshire
$565K
CCAL
964
City Center Advisors LLC
Michigan
$565K +$47.8K +355 +9%
Lazard Asset Management
965
Lazard Asset Management
New York
$559K
SLWA
966
San Luis Wealth Advisors
California
$558K -$11.9K -88 -2%
SA
967
Strategic Advisors
New York
$556K -$35.2K -261 -6%
PG
968
Patten Group
Tennessee
$554K -$180K -1,334 -25%
BFA
969
Brendel Financial Advisors
New Hampshire
$552K -$116K -864 -17%
IAS
970
Investment Advisory Services
Texas
$551K -$72.9K -541 -12%
PFM
971
Peak Financial Management
Massachusetts
$551K -$79.7K -591 -13%
OCM
972
Orleans Capital Management
Louisiana
$550K -$172K -1,275 -24%
TFA
973
Teamwork Financial Advisors
Texas
$548K -$17.1M -126,690 -97%
TCM
974
Triumph Capital Management
Colorado
$548K +$42.3K +314 +8%
SSWM
975
Strait & Sound Wealth Management
California
$546K +$255K +1,888 +87%