XLV icon

Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,637 hedge funds and large institutions have $24.6B invested in Health Care Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 547 increasing their positions, 735 reducing their positions, and 172 closing their positions.

Holders
1,637
Holders Change
-107
Holders Change %
-6.14%
% of All Funds
21.98%
Holding in Top 10
60
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-37.5%
% of All Funds
0.81%
New
115
Increased
547
Reduced
735
Closed
172
Calls
$1.84B
Puts
$1.72B
Net Calls
+$125M
Net Calls Change
+$1.45B

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$520M
2
State Street
2
State Street
Massachusetts
$179M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$171M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.78B
5
MMEA
5
Main Management ETF Advisors
California
$196M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$0
2
Barclays
2
Barclays
United Kingdom
$25.4M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
MIH
4
Meitav Investment House
Israel
$141M
5
MMH
5
Menora Mivtachim Holdings
Israel
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$22.2M 164,629 +2,245 +1%
KF
102
Krilogy Financial
Missouri
$22.2M 164,549 +12,440 +8%
BWM
103
Biltmore Wealth Management
Arizona
$22.1M 164,009 +8,288 +5%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$21.7M 160,477 +39,790 +33%
PAS
105
Park Avenue Securities
New York
$20.6M 152,970 -2,652 -2%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$20.4M 151,710 +20,581 +16%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$20.3M 151,785 +38,097 +34%
Hudson Bay Capital Management
108
Hudson Bay Capital Management
Connecticut
$20.2M 150,225 +150,225 New
SWM
109
Spire Wealth Management
Virginia
$19.9M 148,125 -35,737 -19%
DC
110
Davenport & Co
Virginia
$19.7M 146,521 -5,705 -4%
AFA
111
American Financial Advisors
Georgia
$19.6M 145,354 -1,919 -1%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$19.6M 145,248 +20,412 +16%
BFG
113
Bouchey Financial Group
New York
$19.5M 144,531 +3,975 +3%
GC
114
Grimes & Company
Massachusetts
$19.5M 144,394 -138,601 -49%
CF
115
Clarity Financial
Texas
$19.4M 143,717 -20,063 -12%
MIC
116
Means Investment Company
Maine
$19.2M 142,552 +35,371 +33%
KAS
117
Kestra Advisory Services
Texas
$19M 141,016 -6,562 -4%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$19M 140,965 -2,659 -2%
MIM
119
Miller Investment Management
Pennsylvania
$18.6M 138,216 +13,179 +11%
AIC
120
Ayalon Insurance Company
Israel
$18.6M 138,069 +170 +0.1%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$18.3M 136,099 -47,108 -26%
BHWM
122
Bar Harbor Wealth Management
New Hampshire
$18.3M 135,510 -6,049 -4%
ADEF
123
Adams Diversified Equity Fund
Maryland
$18.1M 134,000 +29,400 +28%
EWA
124
EP Wealth Advisors
California
$18M 133,390 +68,995 +107%
OC
125
Oppenheimer & Co
New York
$17.9M 132,598 +37,841 +40%
3 4
5
6 7