We are live on ! Find out more
XLV icon

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
WA
1401
Wambolt & Associates
Colorado
$257K +$1.02K +7 +0.4%
AWM
1402
Activest Wealth Management
Florida
$257K -$982K -6,758 -79%
LDB
1403
Lee, Danner & Bass
Tennessee
$257K
FNBTCON
1404
First National Bank & Trust Co of Newtown
Pennsylvania
$257K
DTC
1405
Davidson Trust Company
Washington
$256K
JHC
1406
J. Hagan Capital
Kentucky
$255K +$269K +1,855 New
PAA
1407
Peregrine Asset Advisers
Oregon
$254K
PCMC
1408
Paragon Capital Management (Colorado)
Colorado
$252K -$58.1K -400 -19%
CWP
1409
Cyndeo Wealth Partners
Florida
$251K +$249K +1,716 New
KIA
1410
Kraematon Investment Advisors
Massachusetts
$250K +$436 +3 +0.2%
GCM
1411
Gallacher Capital Management
Colorado
$249K -$27K -186 -10%
SDAM
1412
Shulman DeMeo Asset Management
New York
$249K -$47.9K -330 -16%
CAM
1413
Councilmark Asset Management
Tennessee
$248K
WKWM
1414
Walter & Keenan Wealth Management
Indiana
$248K
SCM
1415
Sebold Capital Management
Illinois
$248K
AA
1416
Ancora Advisors
Ohio
$247K -$1.45K -10 -0.6%
WA
1417
Wealth Architects
California
$247K +$26.4K +182 +12%
ACA
1418
Affinity Capital Advisors
California
$246K -$10.6K -73 -4%
FFA
1419
Fragasso Financial Advisors
Pennsylvania
$245K +$4.79K +33 +2%
WAM
1420
WealthTrust Asset Management
Florida
$245K +$3.49K +24 +1%
ADL
1421
Asset Dedication LLC
California
$244K
ATFA
1422
All Terrain Financial Advisors
Minnesota
$244K +$19.6K +135 +9%
GTAM
1423
Global Trust Asset Management
Florida
$241K +$189K +1,300 +371%
SIC
1424
Samalin Investment Counsel
New York
$240K +$872 +6 +0.4%
BCG
1425
Breakwater Capital Group
New Jersey
$240K -$133K -913 -36%

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.