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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 %
State Street
126
State Street
Massachusetts
$19.4M +$19.4M +132,876 New
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$19.1M -$19.2M -131,487 -50%
TFA
128
Teamwork Financial Advisors
Texas
$19.1M +$19.1M +130,756 New
PPFA
129
Provida Pension Fund Administrator
Chile
$18.8M +$5.01M +34,310 +36%
Citadel Advisors
130
Citadel Advisors
Florida
$18.6M +$11.3M +77,428 +155%
AP
131
Advisors Preferred
Maryland
$18.5M +$18.5M +128,961 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$18.5M +$13.7M +93,575 +283%
EWA
133
Evolution Wealth Advisors
Florida
$18.4M +$6.76M +46,265 +58%
MIM
134
Miller Investment Management
Pennsylvania
$18.3M +$1.61K +11 +0%
MCWS
135
McKinley Carter Wealth Services
West Virginia
$18.2M +$164K +1,125 +0.9%
IWM
136
IHT Wealth Management
Illinois
$18.1M +$627K +4,298 +4%
TTA
137
Thor Trading Advisors
Pennsylvania
$18M +$18M +123,403 New
FIB
138
First Interstate Bank
Montana
$18M -$2.16M -14,821 -11%
William Blair & Company
139
William Blair & Company
Illinois
$17.9M +$246K +1,682 +1%
NSLI
140
Nan Shan Life Insurance
Taiwan
$17.7M +$1.17M +8,000 +7%
Creative Planning
141
Creative Planning
Kansas
$17.7M +$3.01M +20,601 +21%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$363K -2,487 -2%
IA
143
IMZ Advisory
Florida
$17.4M -$3.52M -24,114 -17%
BA
144
Bellwether Advisors
Nebraska
$16.9M +$16.9M +115,551 +175,077%
RCP
145
Rothschild Capital Partners
New York
$16.8M +$1.23M +8,403 +8%
MWPCG
146
Measured Wealth Private Client Group
New Hampshire
$16.6M +$2.55M +17,462 +18%
VA
147
Valmark Advisers
Ohio
$16.5M +$2.76M +18,933 +20%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$16.4M +$5.84M +40,412 +55%
STA
149
Summit Trail Advisors
New York
$16.2M -$17.4M -119,448 -52%
PWM
150
Perigon Wealth Management
California
$16.1M -$104K -711 -0.6%
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