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State Street Health Care Select Sector SPDR ETF

1,677 hedge funds and large institutions have $25.2B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 753 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 72.85%73.93% (+1.1%)

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

5% less funds holding

Funds holding: 1,7671,677 (-90)

10% less capital invested

Capital invested by funds: $28B → $25.2B (-$2.81B)

26% less repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 753

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 178

36% less funds holding in top 10

Funds holding in top 10: 9863 (-35)

Holders
1,677
Holders Change
-90
Holders Change %
-5.09%
% of All Funds
22.08%
Holding in Top 10
63
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-35.71%
% of All Funds
0.83%
New
119
Increased
556
Reduced
753
Closed
178
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1226
Primoris Wealth Advisors
Florida
$311K -$12K -89 -4%
AWM
1227
Arista Wealth Management
Nevada
$310K
AAMA
1228
Advanced Asset Management Advisors
Ohio
$310K -$42.8K -317 -12%
IB
1229
Iyo Bank
Japan
$308K -$3.39M -25,126 -92%
TDC
1230
Thompson Davis & Co
Virginia
$308K -$26.7K -198 -8%
QWM
1231
Quadcap Wealth Management
Texas
$307K
RFA
1232
Register Financial Advisors
Georgia
$307K +$148K +1,093 +93%
RSA
1233
River Street Advisors
Illinois
$306K -$89.8K -665 -23%
PIMG
1234
Patriot Investment Management Group
Tennessee
$305K +$135 +1 +0%
AWAG
1235
ARS Wealth Advisors Group
Florida
$304K -$810 -6 -0.3%
GCM
1236
Gallacher Capital Management
Colorado
$303K +$73.3K +543 +32%
NCM
1237
Novare Capital Management
North Carolina
$302K
FAT
1238
First American Trust
California
$302K
HWA
1239
HMV Wealth Advisors
Louisiana
$300K -$71.4K -529 -19%
PMG
1240
Private Management Group
California
$300K +$301K +2,227 New
DCM
1241
Dimension Capital Management
Florida
$300K +$300K +2,224 New
PCS
1242
Private Client Services
Kentucky
$299K -$37.1K -275 -11%
CFC
1243
Coyle Financial Counsel
Illinois
$298K +$90.9K +673 +44%
IB
1244
Intrust Bank
Kansas
$298K +$299K +2,211 New
CRI
1245
Colonial River Investments
Virginia
$298K -$83.2K -616 -22%
MRP
1246
Measured Risk Portfolios
California
$297K -$21.1K -156 -7%
FWA
1247
FSM Wealth Advisors
Ohio
$292K +$35.4K +262 +14%
MWM
1248
Maltin Wealth Management
New Jersey
$291K -$15.1K -112 -5%
SWA
1249
Strategies Wealth Advisors
Michigan
$289K -$135 -1 -0%
CB
1250
Cadence Bank
Mississippi
$289K +$12.4K +92 +4%

XLV Hedge Fund Activity: Q2 2025 in Review

1,677 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2025, worth a combined $25.2B — down 10% from $28B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of XLV and 119 opened new positions — a net loss of 59 holders — while 753 trimmed existing stakes and 556 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $451M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $173M sold.

  • 1,677 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2025, down from 1,767 in Q1 2025.
  • Funds reported $25.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 119 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2025 and 178 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $451M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2025 was VOYA Investment Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.