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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
SIC
1376
Sterling Investment Counsel
New York
$269K +$268K +1,845 New
WA
1377
WealthTrust Axiom
Pennsylvania
$269K -$2.9K -20 -1%
KCIC
1378
Kuhn & Co Investment Counsel
Illinois
$268K +$266K +1,833 New
SFG
1379
SNS Financial Group
Minnesota
$267K +$4.21K +29 +2%
SHIM
1380
Stone House Investment Management
Pennsylvania
$267K +$266K +1,829 New
EFG
1381
Ethos Financial Group
Pennsylvania
$266K
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
$266K +$107K +739 +68%
DBRC
1383
D.B. Root & Company
Pennsylvania
$266K -$3.49K -24 -1%
BWP
1384
Burling Wealth Partners
Illinois
$266K
SDWIA
1385
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K
CGA
1386
Crescent Grove Advisors
Illinois
$265K
AA
1387
Addison Advisors
Vermont
$265K -$67.6K -465 -20%
BDF
1388
Black Diamond Financial
Maryland
$263K +$24.1K +166 +10%
TAM
1389
Titleist Asset Management
Texas
$263K -$9.88K -68 -4%
WW
1390
Waterfront Wealth
Kansas
$263K
MW
1391
Maia Wealth
Colorado
$262K +$76K +523 +38%
SFG
1392
Snider Financial Group
Washington
$261K
SFG
1393
Sovereign Financial Group
Connecticut
$261K +$5.81K +40 +2%
ECM
1394
Evergreen Capital Management
Washington
$260K
GIA
1395
Guyasuta Investment Advisors
Pennsylvania
$260K
BFA
1396
Beacon Financial Advisory
Ohio
$260K -$4.79K -33 -2%
RW
1397
REDW Wealth
New Mexico
$260K -$24.7K -170 -9%
CF
1398
Claris Financial
Virginia
$259K
SWM
1399
SilverOak Wealth Management
Minnesota
$259K
BBNA
1400
Bremer Bank National Association
Minnesota
$257K +$256K +1,763 New

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.