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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,744 hedge funds and large institutions have $27.9B invested in Health Care Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 667 increasing their positions, 666 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
23.69%
Holding in Top 10
96
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.29%
% of All Funds
1.3%
New
160
Increased
667
Reduced
666
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$256M
2
Morgan Stanley
Morgan Stanley
New York
+$181M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$148M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$145M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$425M
2
Bank of America
Bank of America
North Carolina
-$361M
3
QIM
Quantitative Investment Management
Virginia
-$119M
4
Two Sigma Investments
Two Sigma Investments
New York
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1401
Sebold Capital Management
Illinois
$248K – – –
AA
1402
Ancora Advisors
Ohio
$247K -$1.46K -10 -0.6%
WA
1403
Wealth Architects
California
$247K +$26.6K +182 +12%
ACA
1404
Affinity Capital Advisors
California
$246K -$9.99K -73 -4%
FFA
1405
Fragasso Financial Advisors
Pennsylvania
$245K +$4.82K +33 +2%
WAM
1406
WealthTrust Asset Management
Florida
$245K +$3.5K +24 +1%
ADL
1407
Asset Dedication LLC
California
$244K – – –
ATFA
1408
All Terrain Financial Advisors
Minnesota
$244K +$19.7K +135 +9%
GTAM
1409
Global Trust Asset Management
Florida
$241K +$190K +1,300 +371%
SIC
1410
Samalin Investment Counsel
New York
$240K +$876 +6 +0.4%
BCG
1411
Breakwater Capital Group
New Jersey
$240K -$133K -913 -36%
GFP
1412
Gryphon Financial Partners
Ohio
$239K – – –
PHS
1413
Pekin Hardy Strauss
Illinois
$239K – – –
TC
1414
TFR Capital
Texas
$239K +$239K +1,635 New
WDG
1415
Wealth Dimensions Group
Ohio
$238K – – –
GSEP
1416
Golden State Equity Partners
California
$238K +$16.5K +113 +7%
AA
1417
Auxano Advisors
Washington
$237K – – –
CAG
1418
Curtis Advisory Group
California
$236K – – –
AIP
1419
Almanack Investment Partners
Pennsylvania
$236K +$236K +1,613 New
MIA
1420
MainStreet Investment Advisors
Illinois
$234K -$87.6K -600 -27%
EIA
1421
Edgemoor Investment Advisors
Maryland
$234K – – –
MA
1422
MCF Advisors
Kentucky
$233K -$4.09K -28 -2%
SFM
1423
Stack Financial Management
Montana
$233K +$10.8K +74 +5%
CWMK
1424
Caliber Wealth Management (Kansas)
Kansas
$233K +$233K +1,597 New
ACGA
1425
Atlanta Consulting Group Advisors
Georgia
$233K -$86K -589 -27%
55 56
57
58 59