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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,744 hedge funds and large institutions have $27.9B invested in Health Care Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 667 increasing their positions, 666 reducing their positions, and 129 closing their positions.

Holders
1,744
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
23.7%
Holding in Top 10
96
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.29%
% of All Funds
1.3%
New
160
Increased
667
Reduced
666
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.85B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.77B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$173M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$159M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$151M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$76M
2
Bank of America
2
Bank of America
North Carolina
$4.98B
3
QIM
3
Quantitative Investment Management
Virginia
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$228M
5
Goldman Sachs
5
Goldman Sachs
New York
$733M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
101
Clarity Financial
Texas
$23.9M 163,780 +29,788 +22%
FAC
102
Financial Advisory Corporation
Michigan
$23.8M 163,312 +3,068 +2%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$23.7M 162,384 +441 +0.3%
BWM
104
Biltmore Wealth Management
Arizona
$22.7M 155,721 +1,368 +0.9%
PAS
105
Park Avenue Securities
New York
$22.7M 155,622 +37,024 +31%
DC
106
Davenport & Co
Virginia
$22.2M 152,226 +3,280 +2%
KF
107
Krilogy Financial
Missouri
$22.2M 152,109 +1,915 +1%
SPIA
108
Steward Partners Investment Advisory
New York
$22.2M 152,051 +44,480 +41%
MASUI
109
MIRAE ASSET SECURITIES (USA) INC.
New York
$22M 150,910 +150,910 New
AWS
110
Atria Wealth Solutions
New York
$22M 150,557 -13,264 -8%
TAS
111
TIFF Advisory Services
Pennsylvania
$21.8M 149,621 – –
CIA
112
Concurrent Investment Advisors
Florida
$21.6M 148,215 +31,710 +27%
PWMG
113
Prestige Wealth Management Group
New Jersey
$21.6M 147,880 +99,758 +207%
KAS
114
Kestra Advisory Services
Texas
$21.5M 147,578 +16,130 +12%
EH
115
Equitable Holdings
New York
$21.5M 147,576 +1,731 +1%
AFA
116
American Financial Advisors
Georgia
$21.5M 147,273 -3,700 -2%
GLLW
117
Graves Light Lenhart Wealth
Virginia
$21M 143,624 -1,066 -0.7%
BHWM
118
Bar Harbor Wealth Management
New Hampshire
$20.7M 141,559 -2,979 -2%
BFG
119
Bouchey Financial Group
New York
$20.5M 140,556 +3,421 +2%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$20.5M 140,484 +65,769 +88%
Corient Private Wealth
121
Corient Private Wealth
Florida
$20.4M 139,984 -36,339 -21%
AIC
122
Ayalon Insurance Company
Israel
$20.1M 137,899 -835 -0.6%
Comerica Bank
123
Comerica Bank
Texas
$20.1M 137,877 +7,495 +6%
HCP
124
Holt Capital Partners
Texas
$19.6M 133,986 +1,661 +1%
ETC
125
Exchange Traded Concepts
Oklahoma
$19.6M 133,980 -83,416 -38%
3 4
5
6 7