We are live on ! Find out more
XLV icon

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
MGWM
1051
Marks Group Wealth Management
Minnesota
$578K -$10K -69 -2%
AIM
1052
Allen Investment Management
New York
$576K
KF
1053
KKM Financial
Illinois
$576K -$43.6K -300 -7%
QCM
1054
QRG Capital Management
Illinois
$575K -$228K -1,572 -29%
HFW
1055
Horizon Family Wealth
Illinois
$571K -$86.9K -598 -13%
FPF
1056
First Pacific Financial
Washington
$569K -$41.8K -288 -7%
AIM
1057
Aspen Investment Management
Michigan
$569K +$255K +1,755 +82%
FA
1058
Fortis Advisors
Pennsylvania
$569K +$59.9K +412 +12%
BFW
1059
Brady Family Wealth
Missouri
$567K
CAM
1060
Costello Asset Management
Pennsylvania
$566K +$452K +3,110 +405%
YDMI
1061
Y.D. More Investments
Israel
$565K +$149K +1,029 +36%
IPAM
1062
Investment Partners Asset Management
New Jersey
$565K -$291 -2 -0.1%
TPI
1063
Trust Point Inc
Wisconsin
$565K +$9.15K +63 +2%
MMPW
1064
Mitchell McLeod Pugh & Williams
Alabama
$565K +$562K +3,867 New
CCAL
1065
City Center Advisors LLC
Michigan
$560K -$796K -5,477 -59%
MFIM
1066
Mesirow Financial Investment Management
Illinois
$559K -$99.2K -683 -15%
BLC
1067
Brown, Lisle/Cummings
Rhode Island
$559K
EWM
1068
Elevatus Welath Management
New York
$558K +$145 +1 +0%
DFG
1069
Delta Financial Group
New Jersey
$557K -$145 -1 -0%
Bank Julius Baer & Co
1070
Bank Julius Baer & Co
Switzerland
$555K -$146K -1,003 -21%
HSA
1071
HBK Sorce Advisory
Pennsylvania
$552K +$8.13K +56 +2%
CCM
1072
Chilton Capital Management
Texas
$551K
UBP
1073
Union Bancaire Privee
Switzerland
$551K -$1.1M -7,600 -67%
IFWM
1074
Institute for Wealth Management
Colorado
$550K -$15.3K -105 -3%
JIP
1075
Jaffetilchin Investment Partners
Florida
$549K +$1.16K +8 +0.2%

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.