XLV icon

Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1076
J.W. Burns & Co
New York
$397K
AWM
1077
Accredited Wealth Management
Kentucky
$397K
CFO
1078
CVA Family Office
Colorado
$396K
PWP
1079
Private Wealth Partners
California
$394K
SWM
1080
SeaCrest Wealth Management
New York
$394K
NSIM
1081
North Star Investment Management
Illinois
$393K
HBW
1082
Hazlett, Burt & Watson
West Virginia
$392K
VAG
1083
VisionPoint Advisory Group
Texas
$391K
CLOS
1084
Compagnie Lombard Odier SCmA
Switzerland
$390K
EWM
1085
Edge Wealth Management
New York
$389K
BI
1086
Bolthouse Investments
California
$386K
NC
1087
NovaPoint Capital
Georgia
$385K
RIP
1088
Reliant Investment Partners
North Carolina
$384K
SI
1089
Saxon Interests
Texas
$384K
GWA
1090
Geometric Wealth Advisors
District of Columbia
$382K
CWM
1091
Calamos Wealth Management
Illinois
$382K
SL
1092
SWMG LLC
Texas
$381K
LA
1093
LexAurum Advisors
Kansas
$377K
EFMC
1094
Empire Financial Management Company
New York
$376K
DCM
1095
Donaldson Capital Management
Indiana
$374K
FLPIM
1096
F.L. Putnam Investment Management
Massachusetts
$374K
NCM
1097
NCM Capital Management
New Jersey
$373K
FF
1098
Finley Financial
Nevada
$372K
WC
1099
Whitney & Co
New York
$372K
SSW
1100
Stone Summit Wealth
Florida
$372K