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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 %
MG
1476
Mather Group
Illinois
$210K – – –
DWM
1477
Diversify Wealth Management
Utah
$209K -$822K -5,905 -80%
SAM
1478
Seelaus Asset Management
New Jersey
$209K -$9.05K -62 -4%
KV
1479
Kickstand Ventures
New York
$209K +$209K +1,428 New
GMA
1480
Glassy Mountain Advisors
Maryland
$208K +$208K +1,426 New
AF
1481
Alerus Financial
North Dakota
$208K +$208K +1,422 New
SC
1482
Soundwatch Capital
Connecticut
$207K +$207K +1,421 New
JIC
1483
Joel Isaacson & Co
New York
$207K +$207K +1,416 New
AUB
1484
Atlantic Union Bankshares
Virginia
$206K +$206K +1,414 New
HAM
1485
Hickory Asset Management
Ohio
$206K +$206K +1,413 New
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +1,410 New
SPWM
1487
Straight Path Wealth Management
Michigan
$205K +$205K +1,404 New
NLWP
1488
Next Level Wealth Planning
Idaho
$205K +$205K +1,403 New
FWM
1489
Fonville Wealth Management
Virginia
$205K +$205K +1,449 New
TWM
1490
Trueblood Wealth Management
Ohio
$204K +$204K +1,399 New
BIG
1491
Brookwood Investment Group
Arizona
$203K +$203K +1,391 New
FCM
1492
Firestone Capital Management
Florida
$202K -$74.7K -512 -27%
NEWAS
1493
N.E.W. Advisory Services
Wisconsin
$202K +$202K +1,384 New
BC
1494
Barnett & Company
Tennessee
$202K +$202K +1,381 New
LAM
1495
Lewis Asset Management
California
$201K +$201K +1,377 New
CFO
1496
Collective Family Office
Pennsylvania
$201K -$14.6K -100 -7%
GIM
1497
Gold Investment Management
Alberta, Canada
$193K +$144K +988 +297%
NRG
1498
Nemes Rush Group
Michigan
$193K -$190K -1,298 -50%
BCMLT
1499
Beacon Capital Management LLC (Tennessee)
Tennessee
$192K +$31K +212 +19%
Russell Investments Group
1500
Russell Investments Group
United Kingdom
$191K +$65.7K +450 +53%
58 59
60
61 62