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State Street Health Care Select Sector SPDR ETF

1,802 hedge funds and large institutions have $27.7B invested in State Street Health Care Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 672 increasing their positions, 694 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 160 | Existing positions closed: 163

3% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 694

2% less funds holding

Funds holding: 1,8321,802 (-30)

3.51% less ownership

Funds ownership: 74.93%71.42% (-3.5%)

8% less capital invested

Capital invested by funds: $29.9B → $27.7B (-$2.26B)

15% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.06B

18% less funds holding in top 10

Funds holding in top 10: 9275 (-17)

Holders
1,802
Holders Change
-30
Holders Change %
-1.64%
% of All Funds
22.18%
Holding in Top 10
75
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.48%
% of All Funds
0.92%
New
160
Increased
672
Reduced
694
Closed
163
Calls
$1.76B
Puts
$2.06B
Net Calls
-$307M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1201
Focused Wealth Management
New York
$388K -$96.9K -628 -19%
WIA
1202
Wetzel Investment Advisors
Indiana
$387K +$617 +4 +0.2%
IC
1203
Inscription Capital
Texas
$385K -$49.8K -323 -11%
HWA
1204
Heritage Wealth Advisors
Virginia
$385K -$678K -4,398 -63%
LA
1205
Lifeworks Advisors
Michigan
$383K -$37K -240 -8%
SIM
1206
Samara Investment Management
Oregon
$382K +$402K +2,604 New
JWBC
1207
J.W. Burns & Co
New York
$382K -$23.1K -150 -5%
SC
1208
Summa Corp
Texas
$381K +$401K +2,600 New
Capstone Investment Advisors
1209
Capstone Investment Advisors
New York
$380K +$400K +2,595 New
RIS
1210
Richmond Investment Services
Wisconsin
$380K -$3.39K -22 -0.8%
TCM
1211
Triumph Capital Management
Colorado
$380K -$3.24K -21 -0.8%
BWM
1212
BCS Wealth Management
Tennessee
$379K -$261K -1,694 -40%
SRC
1213
Shufro Rose & Co
New York
$377K
SWTS
1214
Stonehaven Wealth & Tax Solutions
Wisconsin
$376K +$14K +91 +4%
DI
1215
Disciplined Investors
Texas
$375K +$395K +2,560 New
RIP
1216
Reliant Investment Partners
North Carolina
$375K
MWM
1217
MBE Wealth Management
Wisconsin
$375K +$16.5K +107 +4%
WLIM
1218
White Lighthouse Investment Management
Massachusetts
$375K +$617 +4 +0.2%
JSC
1219
Jackson Square Capital
California
$375K
ACGA
1220
Atlanta Consulting Group Advisors
Georgia
$374K +$149K +964 +61%
LA
1221
LVW Advisors
New York
$374K +$393K +2,551 New
HA
1222
Huntleigh Advisors
Missouri
$371K +$31.6K +205 +9%
TPBG
1223
Turning Point Benefit Group
Maryland
$368K +$388K +2,518 New
R
1224
Rebalance
California
$367K +$1.39K +9 +0.4%
Mackenzie Financial
1225
Mackenzie Financial
Ontario, Canada
$367K +$386K +2,501 New

XLV Hedge Fund Activity: Q1 2026 in Review

1,802 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2026, worth a combined $27.7B — down 7.5% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of XLV and 160 opened new positions — a net loss of 3 holders — while 694 trimmed existing stakes and 672 added.

The largest buyer was Bank of America, adding an estimated $503M. The largest seller was Prudential Financial, exiting entirely with an estimated $221M sold.

  • 1,802 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2026, down from 1,832 in Q4 2025.
  • Funds reported $27.7B of State Street Health Care Select Sector SPDR ETF stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 160 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2026 and 163 closed out, a net change of -3 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2026 was Bank of America, an estimated $503M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2026 was Prudential Financial, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2026.