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
SA
1101
Sovran Advisors
California
$370K
TCM
1102
Triumph Capital Management
Colorado
$370K
FWM
1103
Focused Wealth Management
New York
$369K
CWM
1104
Cedar Wealth Management
California
$368K
WIA
1105
Wetzel Investment Advisors
Indiana
$367K
RIS
1106
Richmond Investment Services
Wisconsin
$366K
GS
1107
GWN Securities
Florida
$365K
LCGC
1108
Legacy Capital Group California
California
$364K
GIA
1109
Gateway Investment Advisers
Ohio
$362K
CWM
1110
Castle Wealth Management
Florida
$361K
JSC
1111
Jackson Square Capital
California
$360K
WA
1112
WESPAC Advisors
California
$359K
EWM
1113
Empirical Wealth Management
Washington
$356K
APWA
1114
Atlas Private Wealth Advisors
New Jersey
$355K
MRP
1115
Measured Risk Portfolios
California
$354K
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
$354K
IBOK
1117
Independence Bank of Kentucky
Kentucky
$354K
UB
1118
UMB Bank
Missouri
$352K
LWM
1119
Lodestone Wealth Management
Washington
$351K
MCA
1120
Magnolia Capital Advisors
Mississippi
$350K
AAM
1121
Ameraudi Asset Management
New York
$350K
SRWM
1122
Shira Ridge Wealth Management
California
$347K
WWM
1123
Whalen Wealth Management
Nevada
$346K
R
1124
Rebalance
California
$346K
SHJ
1125
Sharkey, Howes & Javer
Colorado
$346K