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State Street Health Care Select Sector SPDR ETF

1,677 hedge funds and large institutions have $25.2B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 753 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 72.85%73.93% (+1.1%)

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

5% less funds holding

Funds holding: 1,7671,677 (-90)

10% less capital invested

Capital invested by funds: $28B → $25.2B (-$2.81B)

26% less repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 753

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 178

36% less funds holding in top 10

Funds holding in top 10: 9863 (-35)

Holders
1,677
Holders Change
-90
Holders Change %
-5.09%
% of All Funds
22.08%
Holding in Top 10
63
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-35.71%
% of All Funds
0.83%
New
119
Increased
556
Reduced
753
Closed
178
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$18.3M -$817K -6,049 -4%
ADEF
127
Adams Diversified Equity Fund
Maryland
$18.1M +$3.97M +29,400 +28%
EWA
128
EP Wealth Advisors
California
$18M +$9.32M +68,995 +107%
OC
129
Oppenheimer & Co
New York
$17.9M +$5.11M +37,841 +40%
Comerica Bank
130
Comerica Bank
Texas
$17.6M -$1.01M -7,474 -5%
HCP
131
Holt Capital Partners
Texas
$17.2M -$821K -6,081 -5%
IA
132
IMZ Advisory
Florida
$17.2M +$1.54M +11,410 +10%
EWA
133
Evolution Wealth Advisors
Florida
$17.1M +$85.2K +631 +0.5%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$17.1M +$7.16M +53,058 +72%
CIA
135
Concurrent Investment Advisors
Florida
$16.9M -$3.13M -23,144 -16%
IWM
136
IHT Wealth Management
Illinois
$16.7M +$53.3K +395 +0.3%
KA
137
Kozak & Associates
Colorado
$16.7M +$1.89M +14,018 +13%
VA
138
Valmark Advisers
Ohio
$16.5M +$1.35M +9,989 +9%
FIB
139
First Interstate Bank
Montana
$16.4M -$197K -1,457 -1%
SG Americas Securities
140
SG Americas Securities
New York
$16.4M +$8.15M +60,358 +98%
NSLI
141
Nan Shan Life Insurance
Taiwan
$16.4M
William Blair & Company
142
William Blair & Company
Illinois
$16.3M -$275K -2,037 -2%
AI
143
Atom Investors
Texas
$16.3M +$10.1M +74,861 +163%
QIM
144
Quantitative Investment Management
Virginia
$16M +$16M +118,677 New
MWPCG
145
Measured Wealth Private Client Group
New Hampshire
$15.8M +$446K +3,301 +3%
PCP
146
Perbak Capital Partners
United Kingdom
$15.8M +$12.2M +90,549 +342%
RCP
147
Rothschild Capital Partners
New York
$15.5M +$1.35K +10 +0%
JF
148
Jump Financial
Illinois
$15M +$15.1M +111,472 New
Creative Planning
149
Creative Planning
Kansas
$14.9M -$1.39M -10,278 -9%
KL
150
KWMG LLC
Kansas
$14.9M +$1.7M +12,582 +13%

XLV Hedge Fund Activity: Q2 2025 in Review

1,677 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2025, worth a combined $25.2B — down 10% from $28B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of XLV and 119 opened new positions — a net loss of 59 holders — while 753 trimmed existing stakes and 556 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $451M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $173M sold.

  • 1,677 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2025, down from 1,767 in Q1 2025.
  • Funds reported $25.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 119 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2025 and 178 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $451M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2025 was VOYA Investment Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.