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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
ETC
126
Exchange Traded Concepts
Oklahoma
$19.6M -$12.1M -83,416 -38%
State Street
127
State Street
Massachusetts
$19.4M +$19.3M +132,876 New
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$19.1M -$19.1M -131,487 -50%
TFA
129
Teamwork Financial Advisors
Texas
$19.1M +$19M +130,756 New
PPFA
130
Provida Pension Fund Administrator
Chile
$18.8M +$4.98M +34,310 +36%
Citadel Advisors
131
Citadel Advisors
Florida
$18.6M +$11.2M +77,428 +155%
AP
132
Advisors Preferred
Maryland
$18.5M +$18.7M +128,961 New
FHA
133
Flagship Harbor Advisors
Massachusetts
$18.5M +$13.6M +93,575 +283%
EWA
134
Evolution Wealth Advisors
Florida
$18.4M +$6.72M +46,265 +58%
MIM
135
Miller Investment Management
Pennsylvania
$18.3M +$1.6K +11 +0%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$18.2M +$163K +1,125 +0.9%
IWM
137
IHT Wealth Management
Illinois
$18.1M +$624K +4,298 +4%
TTA
138
Thor Trading Advisors
Pennsylvania
$18M +$17.9M +123,403 New
FIB
139
First Interstate Bank
Montana
$18M -$2.15M -14,821 -11%
William Blair & Company
140
William Blair & Company
Illinois
$17.9M +$244K +1,682 +1%
NSLI
141
Nan Shan Life Insurance
Taiwan
$17.7M +$1.16M +8,000 +7%
Creative Planning
142
Creative Planning
Kansas
$17.7M +$2.99M +20,601 +21%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$361K -2,487 -2%
IA
144
IMZ Advisory
Florida
$17.4M -$3.5M -24,114 -17%
BA
145
Bellwether Advisors
Nebraska
$16.9M +$16.8M +115,551 +175,077%
RCP
146
Rothschild Capital Partners
New York
$16.8M +$1.22M +8,403 +8%
MWPCG
147
Measured Wealth Private Client Group
New Hampshire
$16.6M +$2.54M +17,462 +18%
VA
148
Valmark Advisers
Ohio
$16.5M +$2.75M +18,933 +20%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$16.4M +$5.87M +40,412 +55%
STA
150
Summit Trail Advisors
New York
$16.2M -$17.4M -119,448 -52%

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.