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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
CAL
1251
Capital Analysts LLC
Pennsylvania
$358K +$15.7K +108 +5%
RCS
1252
Retirement Capital Strategies
California
$358K
CHC
1253
City Holding Co
West Virginia
$356K -$16.7K -115 -4%
LA
1254
Lifeworks Advisors
Michigan
$355K +$5.08K +35 +1%
ICM
1255
Intrepid Capital Management
Florida
$354K
HCM
1256
Howland Capital Management
Massachusetts
$353K
TCOO
1257
Trust Company of Oklahoma
Oklahoma
$353K -$299K -2,058 -46%
MW
1258
Members Wealth
Pennsylvania
$353K -$126K -864 -26%
MA
1259
Montag & Associates
Georgia
$352K -$27.2K -187 -7%
KBFS
1260
Kohmann Bosshard Financial Services
Ohio
$350K
PWA
1261
Primoris Wealth Advisors
Florida
$350K -$57.4K -395 -14%
ECA
1262
Elevated Capital Advisors
Utah
$350K -$32.8K -226 -9%
BWA
1263
BlueSky Wealth Advisors
North Carolina
$350K
WJWM
1264
Williams Jones Wealth Management
New York
$349K
RFA
1265
Rollins Financial Advisors
New York
$348K -$148K -1,022 -30%
PBK
1266
Peoples Bank (Kansas)
Kansas
$347K
CWP
1267
Core Wealth Partners
California
$347K +$872 +6 +0.3%
PFSC
1268
Peoples Financial Services Corp
Pennsylvania
$345K
MRP
1269
Measured Risk Portfolios
California
$345K -$4.94K -34 -1%
Financial Engines Advisors
1270
Financial Engines Advisors
California
$342K -$52.9K -364 -13%
LJAC
1271
L.J. Altfest & Co
New York
$341K -$1.39M -9,543 -80%
PPW
1272
Pasadena Private Wealth
California
$341K +$339K +2,336 New
AWM
1273
Alterna Wealth Management
Texas
$340K +$339K +2,332 New
Luther King Capital Management (LKCM)
1274
Luther King Capital Management (LKCM)
Texas
$340K
SFS
1275
Symphony Financial Services
Ohio
$339K +$71.3K +491 +27%

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.