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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
NA
101
NewEdge Advisors
Louisiana
$24.3M -$3.63M -25,010 -13%
CF
102
Clarity Financial
Texas
$23.9M +$4.33M +29,788 +22%
FAC
103
Financial Advisory Corporation
Michigan
$23.8M +$446K +3,068 +2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$23.7M +$64.1K +441 +0.3%
BWM
105
Biltmore Wealth Management
Arizona
$22.7M +$199K +1,368 +0.9%
PAS
106
Park Avenue Securities
New York
$22.7M +$5.38M +37,024 +31%
DC
107
Davenport & Co
Virginia
$22.2M +$477K +3,280 +2%
KF
108
Krilogy Financial
Missouri
$22.2M +$278K +1,915 +1%
SPIA
109
Steward Partners Investment Advisory
New York
$22.2M +$6.46M +44,480 +41%
MASUI
110
MIRAE ASSET SECURITIES (USA) INC.
New York
$22M +$21.9M +150,910 New
AWS
111
Atria Wealth Solutions
New York
$22M -$1.93M -13,264 -8%
TAS
112
TIFF Advisory Services
Pennsylvania
$21.8M
CIA
113
Concurrent Investment Advisors
Florida
$21.6M +$4.61M +31,710 +27%
PWMG
114
Prestige Wealth Management Group
New Jersey
$21.6M +$14.5M +99,758 +207%
KAS
115
Kestra Advisory Services
Texas
$21.5M +$2.34M +16,130 +12%
EH
116
Equitable Holdings
New York
$21.5M +$251K +1,731 +1%
AFA
117
American Financial Advisors
Georgia
$21.5M -$538K -3,700 -2%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$21M -$155K -1,066 -0.7%
BHWM
119
Bar Harbor Wealth Management
New Hampshire
$20.7M -$433K -2,979 -2%
BFG
120
Bouchey Financial Group
New York
$20.5M +$497K +3,421 +2%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$20.5M +$9.55M +65,769 +88%
Corient Private Wealth
122
Corient Private Wealth
Florida
$20.4M -$5.28M -36,339 -21%
AIC
123
Ayalon Insurance Company
Israel
$20.1M -$121K -835 -0.6%
Comerica Bank
124
Comerica Bank
Texas
$20.1M +$1.09M +7,495 +6%
HCP
125
Holt Capital Partners
Texas
$19.6M +$241K +1,661 +1%

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.