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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 %
SSA
1001
SSA Swiss Advisors
$635K +$635K +4,354 New
FCA
1002
FLC Capital Advisors
California
$634K – – –
TWPM
1003
Total Wealth Planning & Management
Florida
$633K +$261K +1,788 +70%
NCM
1004
Noesis Capital Mangement
Florida
$628K -$21.2K -145 -3%
Verition Fund Management
1005
Verition Fund Management
Connecticut
$626K +$167K +1,144 +36%
SRC
1006
Shufro Rose & Co
New York
$624K – – –
WPC
1007
Wedmont Private Capital
Pennsylvania
$619K +$821 +6 +0.1%
BFS
1008
Bradley Foster & Sargent
Connecticut
$619K -$24.1K -165 -4%
SLWA
1009
San Luis Wealth Advisors
California
$617K -$4.38K -30 -0.7%
UAG
1010
United Advisor Group
Ohio
$615K +$146K +1,003 +31%
GWA
1011
Geometric Wealth Advisors
District of Columbia
$614K +$214K +1,463 +53%
GSAM
1012
Grant Street Asset Management
Pennsylvania
$614K -$98.4K -674 -14%
GBWM
1013
Granite Bay Wealth Management
New Hampshire
$612K – – –
BFA
1014
Bragg Financial Advisors
North Carolina
$609K -$166K -1,140 -21%
WHCI
1015
W.H. Cornerstone Investments
Massachusetts
$609K +$292 +2 +0%
Lazard Asset Management
1016
Lazard Asset Management
New York
$605K – – –
CPA
1017
Court Place Advisors
Maryland
$604K -$39.3K -269 -6%
RPWA
1018
Regent Peak Wealth Advisors
Georgia
$602K +$1.02K +7 +0.2%
RFN
1019
RDA Financial Network
Iowa
$600K +$121K +827 +25%
FA
1020
Flagstar Advisors
New York
$599K +$97.4K +667 +19%
FPGK
1021
Financial Partners Group (Kansas)
Kansas
$598K -$6.72K -46 -1%
ACG
1022
Allen Capital Group
Nebraska
$597K -$22K -151 -4%
BWM
1023
BCS Wealth Management
Tennessee
$596K +$146 +1 +0%
HW
1024
Hancock Whitney
Mississippi
$595K -$231K -1,579 -28%
SP
1025
Sequent Planning
Nebraska
$594K +$146K +999 +33%
39 40
41
42 43