XLV icon

Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
1251
Autumn Glory Partners
Texas
$264K
LSC
1252
Logan Stone Capital
Illinois
$264K
IGGA
1253
Iron Gate Global Advisors
Utah
$263K
GI
1254
GAMMA Investing
California
$262K
FLII
1255
First Long Island Investors
New York
$262K
ACP
1256
Argyle Capital Partners
California
$261K
GHAM
1257
Gilman Hill Asset Management
Connecticut
$261K
CRWM
1258
Castle Rock Wealth Management
California
$258K
BFC
1259
Blue Fin Capital
Rhode Island
$258K
AWP
1260
Astra Wealth Partners
New Jersey
$257K
SIM
1261
Stratos Investment Management
Ohio
$257K
FFA
1262
Fragasso Financial Advisors
Pennsylvania
$255K
SDWIA
1263
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K
BWP
1264
Burling Wealth Partners
Illinois
$253K
RIM
1265
Rockbridge Investment Management
New York
$253K
BWM
1266
BCS Wealth Management
Tennessee
$253K
SFS
1267
Symphony Financial Services
Ohio
$251K
MAS
1268
Madden Advisory Services
Florida
$251K
CFG
1269
Carr Financial Group
Massachusetts
$251K
SFB
1270
STAR Financial Bank
Indiana
$250K
APW
1271
Axim Planning & Wealth
Ohio
$250K
EM
1272
ELCO Management
New York
$249K
LWP
1273
LeClair Wealth Partners
Ohio
$248K
RW
1274
REDW Wealth
New Mexico
$248K
ADL
1275
Asset Dedication LLC
California
$247K