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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
WHCI
1026
W.H. Cornerstone Investments
Massachusetts
$609K +$291 +2 +0%
Lazard Asset Management
1027
Lazard Asset Management
New York
$605K
CPA
1028
Court Place Advisors
Maryland
$604K -$39.1K -269 -6%
RPWA
1029
Regent Peak Wealth Advisors
Georgia
$602K +$1.02K +7 +0.2%
RFN
1030
RDA Financial Network
Iowa
$600K +$120K +827 +25%
FA
1031
Flagstar Advisors
New York
$599K +$96.9K +667 +19%
FPGK
1032
Financial Partners Group (Kansas)
Kansas
$598K -$6.68K -46 -1%
ACG
1033
Allen Capital Group
Nebraska
$597K -$21.9K -151 -4%
BWM
1034
BCS Wealth Management
Tennessee
$596K +$145 +1 +0%
HW
1035
Hancock Whitney
Mississippi
$595K -$229K -1,579 -28%
SP
1036
Sequent Planning
Nebraska
$594K +$145K +999 +33%
MWM
1037
MGB Wealth Management
Texas
$593K +$21.4K +147 +4%
SXL
1038
Summit X LLC
Missouri
$592K +$1.16K +8 +0.2%
BP
1039
Ballentine Partners
Massachusetts
$591K -$286K -1,966 -33%
CP
1040
Castleview Partners
Texas
$591K +$39.5K +272 +7%
GWM
1041
Greenwich Wealth Management
Connecticut
$588K +$6.54K +45 +1%
EWM
1042
Edge Wealth Management
New York
$587K +$26.1K +180 +5%
JCFM
1043
JBR Co Financial Management
Oklahoma
$587K -$27.9K -192 -5%
SS
1044
Sunbelt Securities
Texas
$586K -$97.2K -669 -14%
DT
1045
Diversified Trust
Tennessee
$585K +$582K +4,006 New
AWF
1046
Alpha Wealth Funds
Utah
$583K -$3.05M -21,025 -84%
GCP
1047
GSA Capital Partners
United Kingdom
$583K +$29.6K +204 +5%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$582K -$24.1K -166 -4%
MC
1049
Montag & Caldwell
Georgia
$580K -$4.21K -29 -0.7%
WAS
1050
Wealth Advisory Solutions
Indiana
$579K -$19.3K -133 -3%

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.