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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
MCA
1226
Millennium Capital Advisors
Arkansas
$378K +$56.7K +390 +18%
TPCW
1227
TD Private Client Wealth
New York
$377K +$6.1K +42 +2%
MMCM
1228
Murphy & Mullick Capital Management
New York
$375K -$3.92K -27 -1%
LBC
1229
Leigh Baldwin & Co
New York
$375K +$72.9K +502 +24%
ECM
1230
Exchange Capital Management
Michigan
$374K
EFMC
1231
Empire Financial Management Company
New York
$372K -$8.43K -58 -2%
AC
1232
AlphaCore Capital
California
$372K +$370K +2,547 New
AA
1233
Acorns Advisers
California
$370K +$46.2K +318 +14%
UB
1234
UMB Bank
Missouri
$369K -$28.3K -195 -7%
AAM
1235
Ameraudi Asset Management
New York
$367K -$7.12K -49 -2%
RA
1236
Rise Advisors
New York
$367K +$33.4K +230 +10%
OBWG
1237
Onyx Bridge Wealth Group
New York
$367K +$3.63K +25 +1%
IBOK
1238
Independence Bank of Kentucky
Kentucky
$365K +$9.73K +67 +3%
GFG
1239
Grantvest Financial Group
New Jersey
$365K +$2.76K +19 +0.8%
PCS
1240
Private Client Services
Kentucky
$364K +$1.31K +9 +0.4%
SHJ
1241
Sharkey, Howes & Javer
Colorado
$363K
UFF
1242
USA Financial Formulas
Michigan
$363K +$361K +2,484 New
TDC
1243
Thompson Davis & Co
Virginia
$363K +$55.9K +385 +18%
LWP
1244
LeClair Wealth Partners
Ohio
$362K -$7.99K -55 -2%
SLC
1245
Second Line Capital
Louisiana
$361K -$87.2K -600 -20%
TWCA
1246
Two West Capital Advisors
Kansas
$360K +$67.8K +467 +22%
TPW
1247
Tiller Private Wealth
Pennsylvania
$360K -$52.3K -360 -13%
R
1248
Rebalance
California
$360K +$30.2K +208 +9%
CWM
1249
Cahaba Wealth Management
Georgia
$360K +$32K +220 +10%
SIM
1250
Sterling Investment Management
Arizona
$358K +$2.18K +15 +0.6%

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.