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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,646 hedge funds and large institutions have $25.1B invested in Health Care Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 550 increasing their positions, 737 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
-98
Holders Change %
-5.62%
% of All Funds
22.07%
Holding in Top 10
61
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-36.46%
% of All Funds
0.82%
New
116
Increased
550
Reduced
737
Closed
172
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$450M
2
State Street
State Street
Massachusetts
+$161M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$158M
4
Morgan Stanley
Morgan Stanley
New York
+$149M
5
MMEA
Main Management ETF Advisors
California
+$131M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$173M
2
Barclays
Barclays
United Kingdom
-$170M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$130M
4
MIH
Meitav Investment House
Israel
-$123M
5
MMH
Menora Mivtachim Holdings
Israel
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EP Wealth Advisors
California
$18M +$9.3M +68,995 +107%
OC
127
Oppenheimer & Co
New York
$17.9M +$5.1M +37,841 +40%
Comerica Bank
128
Comerica Bank
Texas
$17.6M -$1.01M -7,474 -5%
HCP
129
Holt Capital Partners
Texas
$17.2M -$820K -6,081 -5%
IA
130
IMZ Advisory
Florida
$17.2M +$1.5M +11,410 +10%
EWA
131
Evolution Wealth Advisors
Florida
$17.1M +$85.1K +631 +0.5%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$17.1M +$7.15M +53,058 +72%
CIA
133
Concurrent Investment Advisors
Florida
$16.9M -$3.12M -23,144 -16%
IWM
134
IHT Wealth Management
Illinois
$16.7M +$53.2K +395 +0.3%
KA
135
Kozak & Associates
Colorado
$16.7M +$1.9M +14,018 +13%
VA
136
Valmark Advisers
Ohio
$16.5M +$1.35M +9,989 +9%
FIB
137
First Interstate Bank
Montana
$16.4M -$196K -1,457 -1%
SG Americas Securities
138
SG Americas Securities
New York
$16.4M +$8.14M +60,358 +98%
NSLI
139
Nan Shan Life Insurance
Taiwan
$16.4M – – –
William Blair & Company
140
William Blair & Company
Illinois
$16.3M -$275K -2,037 -2%
AI
141
Atom Investors
Texas
$16.3M +$10.1M +74,861 +163%
QIM
142
Quantitative Investment Management
Virginia
$16M +$16M +118,677 New
MWPCG
143
Measured Wealth Private Client Group
New Hampshire
$15.8M +$445K +3,301 +3%
PCP
144
Perbak Capital Partners
United Kingdom
$15.8M +$12.2M +90,549 +342%
RCP
145
Rothschild Capital Partners
New York
$15.5M +$1.35K +10 +0%
JF
146
Jump Financial
Illinois
$15M +$15M +111,472 New
Creative Planning
147
Creative Planning
Kansas
$14.9M -$1.39M -10,278 -9%
KL
148
KWMG LLC
Kansas
$14.9M +$1.7M +12,582 +13%
PWM
149
Perigon Wealth Management
California
$14.8M -$109K -806 -0.7%
OAM
150
Oppenheimer Asset Management
New York
$14.6M -$160K -1,185 -1%
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