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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
JSC
1151
Jackson Square Capital
California
$454K -$9.44K -65 -2%
IA
1152
Inspire Advisors
Idaho
$454K +$228K +1,572 +102%
WC
1153
Whitney & Co
New York
$453K +$117K +803 +35%
CB
1154
Community Bank
New York
$451K -$7.99K -55 -2%
AWE
1155
Avidian Wealth Enterprises
Texas
$451K -$40.7K -280 -8%
PPWM
1156
Paragon Private Wealth Management
Kentucky
$450K +$448K +3,083 New
HR
1157
Hardy Reed
Mississippi
$450K -$291 -2 -0.1%
SHF
1158
Safe Harbor Fiduciary
Florida
$450K +$1.16K +8 +0.3%
FFM
1159
Forum Financial Management
Illinois
$449K -$629K -4,333 -58%
IA
1160
IFC Advisors
California
$447K +$8.72K +60 +2%
SSWG
1161
Seven Springs Wealth Group
Tennessee
$446K
PA
1162
Parkside Advisors
California
$446K
RWM
1163
Ritholtz Wealth Management
New York
$445K +$11.5K +79 +3%
AG
1164
AmeriFlex Group
Nevada
$444K +$7.7K +53 +2%
PWP
1165
Private Wealth Partners
California
$443K +$145 +1 +0%
DCM
1166
Donaldson Capital Management
Indiana
$442K -$131K -899 -23%
VC
1167
Vicus Capital
Pennsylvania
$442K -$2.47K -17 -0.6%
APWA
1168
Atlas Private Wealth Advisors
New Jersey
$441K +$438K +3,018 New
CFG
1169
Cooper Financial Group
California
$441K +$30.5K +210 +7%
MEG
1170
Millstone Evans Group
Colorado
$439K
HBW
1171
Hazlett, Burt & Watson
West Virginia
$439K -$10K -69 -2%
DA
1172
Doliver Advisors
Texas
$437K +$23.8K +164 +6%
FCA
1173
Fortis Capital Advisors
Kansas
$437K +$11.6K +80 +3%
PCWA
1174
Pacific Capital Wealth Advisors
California
$436K
CS
1175
Cannell & Spears
New York
$436K

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.