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
CFO
1201
CVA Family Office
Colorado
$408K
SAM
1202
Smith Asset Management
Florida
$407K +$61.3K +422 +18%
CWM
1203
Calamos Wealth Management
Illinois
$406K +$145 +1 +0%
WIA
1204
Wetzel Investment Advisors
Indiana
$405K -$11.6K -80 -3%
VWM
1205
Vigilare Wealth Management
Arizona
$405K +$181K +1,246 +82%
OFO
1206
OneAscent Family Office
Alabama
$404K +$407K +2,805 New
NC
1207
NovaPoint Capital
Georgia
$403K -$19K -131 -5%
O3W
1208
Omni 360 Wealth
New Jersey
$403K +$401K +2,759 New
SSWM
1209
Sheets Smith Wealth Management
North Carolina
$402K -$37.8K -260 -9%
HWA
1210
HMV Wealth Advisors
Louisiana
$402K -$13.2K -91 -3%
TA
1211
TrueWealth Advisors
Alabama
$402K -$145K -1,001 -27%
NPT
1212
Nixon Peabody Trust
Massachusetts
$402K
RMAM
1213
Raab & Moskowitz Asset Management
New Jersey
$400K +$36.2K +249 +10%
WAM
1214
WNY Asset Management
New York
$400K +$51.4K +354 +15%
EC
1215
Estate Counselors
Wisconsin
$399K +$139K +960 +54%
PWM
1216
Penobscot Wealth Management
Maine
$398K +$46.1K +317 +13%
SP
1217
SIH Partners
Delaware
$397K +$395K +2,718 New
LA
1218
LexAurum Advisors
Kansas
$396K +$15.5K +107 +4%
CWM
1219
Castle Wealth Management
Florida
$395K -$124K -856 -24%
RIP
1220
Reliant Investment Partners
North Carolina
$394K -$1.31K -9 -0.3%
NCM
1221
NCM Capital Management
New Jersey
$392K
FP
1222
Fiduciary Planning
Florida
$387K -$422K -2,905 -52%
CMAI
1223
Capital Management Associates Inc
Minnesota
$387K +$385K +2,648 New
CWM
1224
Cedar Wealth Management
California
$386K
AAMA
1225
Advanced Asset Management Advisors
Ohio
$382K +$15.7K +108 +4%

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.