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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
SSWM
1301
Strait & Sound Wealth Management
California
$316K -$18.2K -125 -5%
TPA
1302
Trivium Point Advisory
Connecticut
$316K -$13.7K -94 -4%
SAG
1303
SageView Advisory Group
California
$315K -$111K -766 -26%
SWA
1304
Strategies Wealth Advisors
Michigan
$313K +$291 +2 +0.1%
RIM
1305
Rockbridge Investment Management
New York
$312K +$49K +337 +19%
KFI
1306
Key Financial Inc
Pennsylvania
$311K +$291 +2 +0.1%
AWCI
1307
Alpine Woods Capital Investors
New York
$310K
BONH
1308
Bank of New Hampshire
New Hampshire
$309K -$41.4K -285 -12%
RBC
1309
Romano Brothers & Co
Illinois
$308K +$21.6K +149 +8%
WA
1310
Wealth Alliance
New York
$308K +$11K +76 +4%
PMSA
1311
Patrick M. Sweeney & Associates
Illinois
$307K
TYCC
1312
Texas Yale Capital Corp
Florida
$304K +$41.4K +285 +16%
KWS
1313
Keystone Wealth Services
California
$303K -$49.4K -340 -14%
PFM
1314
Potomac Fund Management
Florida
$303K -$69.4K -478 -17%
RIA
1315
Richwood Investment Advisors
Ohio
$302K
RI
1316
Rinkey Investments
California
$302K +$300K +2,065 New
VAM
1317
Verity Asset Management
North Carolina
$301K +$300K +2,063 New
SP
1318
Successful Portfolios
Florida
$301K +$2.9K +20 +1%
MFG
1319
Mission Financial Group
Nevada
$301K +$298K +2,053 New
SI
1320
Severin Investments
Missouri
$300K -$5.08K -35 -2%
GHAM
1321
Gilman Hill Asset Management
Connecticut
$300K -$24K -165 -7%
PIA
1322
Panoramic Investment Advisors
Colorado
$299K
CB
1323
Cadence Bank
Mississippi
$299K -$24.7K -170 -8%
HWMO
1324
Heritage Wealth Management (Ohio)
Ohio
$299K
PWM
1325
PBMares Wealth Management
Virginia
$298K -$18.9K -130 -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.