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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
TI
1001
tru Independence
Oregon
$653K +$2.32K +16 +0.4%
ANBT
1002
American National Bank & Trust
Texas
$652K -$10K -69 -2%
GJWM
1003
Gilliland Jeter Wealth Management
Arkansas
$650K +$11.2K +77 +2%
CNWM
1004
Clay Northam Wealth Management
California
$649K
FPCP
1005
Fort Point Capital Partners
California
$648K -$29.1K -200 -4%
EB
1006
Eastern Bank
Massachusetts
$647K -$343K -2,361 -35%
IP
1007
Intellectus Partners
California
$645K -$50.8K -350 -7%
LCGC
1008
Legacy Capital Group California
California
$644K +$287K +1,975 +81%
CWM
1009
Chicago Wealth Management
Illinois
$644K -$8.57K -59 -1%
AFAS
1010
Acorn Financial Advisory Services
Virginia
$642K +$63.8K +439 +11%
SA
1011
Strategic Advisors
New York
$641K -$112K -774 -15%
SSA
1012
SSA Swiss Advisors
$635K +$633K +4,354 New
FCA
1013
FLC Capital Advisors
California
$634K
TWPM
1014
Total Wealth Planning & Management
Florida
$633K +$260K +1,788 +70%
NCM
1015
Noesis Capital Mangement
Florida
$628K -$21.1K -145 -3%
Verition Fund Management
1016
Verition Fund Management
Connecticut
$626K +$166K +1,144 +36%
SRC
1017
Shufro Rose & Co
New York
$624K
WPC
1018
Wedmont Private Capital
Pennsylvania
$619K +$872 +6 +0.1%
BFS
1019
Bradley Foster & Sargent
Connecticut
$619K -$24K -165 -4%
SLWA
1020
San Luis Wealth Advisors
California
$617K -$4.36K -30 -0.7%
UAG
1021
United Advisor Group
Ohio
$615K +$146K +1,003 +31%
GWA
1022
Geometric Wealth Advisors
District of Columbia
$614K +$213K +1,463 +53%
GSAM
1023
Grant Street Asset Management
Pennsylvania
$614K -$97.9K -674 -14%
GBWM
1024
Granite Bay Wealth Management
New Hampshire
$612K
BFA
1025
Bragg Financial Advisors
North Carolina
$609K -$166K -1,140 -21%

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.