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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
LWL
1351
Leo Wealth LLC
Texas
$284K +$282K +1,942 New
NFSG
1352
Newbridge Financial Services Group
Florida
$283K -$36.5K -251 -11%
HPC
1353
HM Payson & Co
Maine
$282K +$194K +1,332 +222%
FNB
1354
Farmers National Bank
Kentucky
$280K -$28.8K -198 -9%
FWA
1355
FSM Wealth Advisors
Ohio
$280K +$145 +1 +0.1%
GF
1356
Gries Financial
Ohio
$279K +$278K +1,914 New
CKAIS
1357
Christensen King & Associates Investment Services
Washington
$279K
DWP
1358
Destiny Wealth Partners
Florida
$279K
SW
1359
StrongBox Wealth
Missouri
$279K +$45.5K +313 +20%
DCA
1360
DSG Capital Advisors
Minnesota
$278K
AWA
1361
Amplius Wealth Advisors
Pennsylvania
$277K +$49.7K +342 +22%
IGGA
1362
Iron Gate Global Advisors
Utah
$276K +$274K +1,889 New
AGP
1363
Autumn Glory Partners
Texas
$276K +$4.94K +34 +2%
FCFC
1364
First Citizens Financial Corp
Iowa
$276K +$57.2K +394 +26%
APP
1365
Avantax Planning Partners
Iowa
$275K -$18K -124 -6%
FLII
1366
First Long Island Investors
New York
$274K
RWS
1367
Resolute Wealth Strategies
Mississippi
$274K -$93.6K -644 -26%
WEG
1368
World Equity Group
Illinois
$274K -$31.8K -219 -11%
PFG
1369
Pinnacle Financial Group
Illinois
$274K +$6.54K +45 +2%
GC
1370
Garde Capital
Washington
$273K
CA
1371
Cornerstone Advisory
Maryland
$272K -$104K -713 -26%
YIH
1372
Y-Intercept (HK)
Hong Kong
$271K -$3.25M -22,375 -92%
CCG
1373
Coastwise Capital Group
California
$271K +$5.08K +35 +2%
DWM
1374
Dynasty Wealth Management
Florida
$270K +$789K +5,430 New
CAM
1375
Cozad Asset Management
Illinois
$269K

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.