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 %
ACA
1001
Aspire Capital Advisors
Washington
$519K -$4.13M -30,652 -89%
PJSIMP
1002
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K -$188K -1,392 -27%
MFIM
1003
Mesirow Financial Investment Management
Illinois
$519K +$2.43K +18 +0.5%
CNWM
1004
Clay Northam Wealth Management
California
$517K -$82.2K -610 -14%
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$516K
CAM
1006
Costello Asset Management
Pennsylvania
$516K -$6.74K -50 -1%
CWM
1007
Collaborative Wealth Management
Florida
$516K +$14.4K +107 +3%
EWM
1008
Elevatus Welath Management
New York
$515K +$135 +1 +0%
HSA
1009
HBK Sorce Advisory
Pennsylvania
$514K +$4.31K +32 +0.8%
KLCM
1010
KG&L Capital Management
Louisiana
$513K +$21.4K +159 +4%
FMWA
1011
Forvis Mazars Wealth Advisors
Missouri
$512K -$24.5K -182 -5%
Bank Julius Baer & Co
1012
Bank Julius Baer & Co
Switzerland
$512K +$59K +438 +13%
PWM
1013
Penobscot Wealth Management
Maine
$512K +$145K +1,073 +39%
CA
1014
Crewe Advisors
Utah
$511K +$12.9K +96 +3%
JIP
1015
Jaffetilchin Investment Partners
Florida
$508K +$1.48K +11 +0.3%
IFWM
1016
Institute for Wealth Management
Colorado
$508K +$135 +1 +0%
SS
1017
SBI Securities
Japan
$508K +$8.09K +60 +2%
BI
1018
Bolthouse Investments
California
$506K -$202K -1,500 -29%
ACG
1019
Allen Capital Group
Nebraska
$505K -$46K -341 -8%
LA
1020
Lynch & Associates
Indiana
$505K
IA
1021
Inspire Advisors
Idaho
$505K +$85.6K +635 +20%
KCFA
1022
Key Client Fiduciary Advisors
New Jersey
$502K -$571K -4,237 -53%
VC
1023
Vestor Capital
Illinois
$501K -$54.7M -216,101 -99%
SC
1024
Sapient Capital
Indiana
$501K -$154K -1,139 -23%
TRCT
1025
Tower Research Capital (TRC)
New York
$500K -$7.14M -52,973 -93%