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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
CPIG
976
Chicago Partners Investment Group
Illinois
$693K +$128K +878 +21%
LC
977
Luminist Capital
Michigan
$692K +$22.8K +157 +3%
FCP
978
Fidelis Capital Partners
Florida
$689K -$4.5K -31 -0.6%
HR
979
Howe & Rusling
New York
$684K +$26.7K +184 +4%
LSPW
980
Lake Street Private Wealth
Illinois
$683K -$1.02K -7 -0.1%
PFM
981
Peak Financial Management
Massachusetts
$683K +$176K +1,210 +35%
MF
982
Meridian Financial
Massachusetts
$681K +$11.8K +81 +2%
JFGIW
983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$677K -$120K -824 -15%
IAS
984
Investment Advisory Services
Texas
$676K -$6.54K -45 -1%
IA
985
Insight Advisors
Pennsylvania
$675K -$3.63K -25 -0.5%
ACS
986
Archford Capital Strategies
Illinois
$674K +$20K +138 +3%
SAM
987
Sequent Asset Management
Texas
$674K
BGC
988
Beutel, Goodman & Co
Ontario, Canada
$674K +$671K +4,622 New
BFO
989
Biltmore Family Office
North Carolina
$673K +$23.2K +160 +4%
SIG
990
Spinnaker Investment Group
California
$673K +$318K +2,189 +90%
CT
991
Caldwell Trust
Florida
$673K +$108K +742 +19%
SFP
992
Shepherd Financial Partners
Massachusetts
$672K -$53.3K -367 -7%
NP
993
NorthRock Partners
Minnesota
$671K +$30.4K +209 +5%
GWM
994
GK Wealth Management
Nevada
$668K +$351K +2,417 +112%
MWA
995
Meridian Wealth Advisors
Texas
$667K -$5.81K -40 -0.9%
FPAS
996
Focus Partners Advisor Solutions
Missouri
$666K +$71.6K +493 +12%
IIA
997
Integral Investment Advisors
California
$665K +$14.5K +100 +2%
BWP
998
Balboa Wealth Partners
Arizona
$663K -$16.7K -115 -2%
GEA
999
Glen Eagle Advisors
New Jersey
$662K +$47.9K +330 +8%
ERWM
1000
Elk River Wealth Management
Colorado
$660K +$28K +193 +4%

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.