XLV icon

Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1501
Investment Research & Advisory Group
Georgia
$38.5K
CJ
1502
Caitlin John
Michigan
$37.8K
RF
1503
Rossby Financial
Florida
$36.9K
HDIM
1504
Hanson & Doremus Investment Management
Vermont
$35K
GG
1505
Gleason Group
Kentucky
$34.8K
MAM
1506
Morse Asset Management
Connecticut
$34.8K
MPW
1507
MASECO Private Wealth
$34.7K
TCOV
1508
Trust Company of Vermont
Vermont
$34.5K
TCOT
1509
Trust Company of Toledo
Ohio
$33.7K
BSB
1510
Bangor Savings Bank
Maine
$33.7K
KFPC
1511
KERR FINANCIAL PLANNING Corp
California
$32.3K
AIA
1512
Armor Investment Advisors
North Carolina
$32K
HWM
1513
HighMark Wealth Management
Minnesota
$30.7K
BC
1514
Bulwark Capital
Florida
$30.6K
EPAM
1515
Evelyn Partners Asset Management
$30.6K
IWP
1516
IAG Wealth Partners
Wisconsin
$29.9K
WWM
1517
Wagner Wealth Management
South Carolina
$29.9K
GWS
1518
Greykasell Wealth Strategies
California
$29.4K
LI
1519
Louisbourg Investments
New Brunswick, Canada
$29.2K
BWL
1520
Bogart Wealth LLC
Virginia
$29.2K
FA
1521
Financial Avengers
California
$28.9K
RF
1522
Roxbury Financial
New Jersey
$28.3K
BTD
1523
BankPlus Trust Department
Mississippi
$28.3K
RS
1524
Rakuten Securities
Japan
$28K
PS
1525
Pinney & Scofield
Massachusetts
$27.8K