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State Street Health Care Select Sector SPDR ETF

1,647 hedge funds and large institutions have $25.5B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 711 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $25.2B → $25.5B (+$301M)

0.26% more ownership

Funds ownership: 73.93%74.19% (+0.26%)

0% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 134

2% less funds holding

Funds holding: 1,6771,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

22% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 711

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,647
Holders Change
-30
Holders Change %
-1.79%
% of All Funds
21.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
134
Increased
555
Reduced
711
Closed
134
Calls
$2.18B
Puts
$3.19B
Net Calls
-$1.01B
Net Calls Change
-$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1451
Cornerstone Planning Group
New Jersey
$97.7K +$8.12K +60 +10%
GB
1452
Gunma Bank
Japan
$97K +$94.3K +697 New
AA
1453
Addison Advisors
Vermont
$95.8K -$118K -875 -56%
GBT
1454
Grove Bank & Trust
Florida
$95.7K -$18.4K -136 -17%
ANBT
1455
American National Bank & Trust
Texas
$95.5K -$541K -4,000 -85%
PGAM
1456
Princeton Global Asset Management
New Jersey
$95.1K -$13.5K -100 -13%
GFWA
1457
Grey Fox Wealth Advisors
Delaware
$94.2K +$91.6K +677 New
AIC
1458
Archer Investment Corporation
Indiana
$93.7K +$135 +1 +0.1%
HWA
1459
HHM Wealth Advisors
Tennessee
$93.1K -$54.4K -402 -38%
UIA
1460
Ulland Investment Advisors
Minnesota
$93K
CTWM
1461
Cherry Tree Wealth Management
Minnesota
$93K -$25.3K -187 -22%
UCB
1462
United Community Bank
South Carolina
$92.7K -$4.74K -35 -5%
PWA
1463
Physician Wealth Advisors
Utah
$90.9K
RMC
1464
Resources Management Corp
Connecticut
$89K -$7.44K -55 -8%
CSPIA
1465
Cary Street Partners Investment Advisory
Virginia
$87.8K -$58.5K -432 -41%
MPCG
1466
Matrix Private Capital Group
New York
$87.5K
PCTC
1467
Perkins Coie Trust Company
Washington
$87.3K
AIP
1468
Ameritas Investment Partners
Nebraska
$83.6K -$406 -3 -0.5%
HPC
1469
HM Payson & Co
Maine
$83.5K
KHC
1470
Koesten Hirschmann & Crabtree
Kansas
$82.7K
NCM
1471
Northwest Capital Management
Oregon
$82.1K
FWA
1472
Flagship Wealth Advisors
Massachusetts
$81.6K -$3.38K -25 -4%
GA
1473
Guerra Advisors
Florida
$80.4K +$78.1K +577 New
CTA
1474
Colonial Trust Advisors
South Carolina
$78.6K -$95.7K -707 -56%
ITIM
1475
Indiana Trust & Investment Management
Indiana
$77.7K

XLV Hedge Fund Activity: Q3 2025 in Review

1,647 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2025, worth a combined $25.5B — up 1.2% from $25.2B a quarter earlier.

Fund positioning in XLV was balanced in Q3 2025: 134 funds opened new positions, 134 closed out, 555 added to existing stakes and 711 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $243M. The largest seller was Bank of America, cutting an estimated $666M.

  • 1,647 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2025, down from 1,677 in Q2 2025.
  • Funds reported $25.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 134 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2025 and 134 closed out, a net change of 0 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $243M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2025 was Bank of America, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2025.