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State Street Health Care Select Sector SPDR ETF

1,768 hedge funds and large institutions have $28B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 675 increasing their positions, 673 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 129

15% more funds holding in top 10

Funds holding in top 10: 8598 (+13)

1.19% more ownership

Funds ownership: 71.65%72.85% (+1.2%)

0% more funds holding

Funds holding: 1,7601,768 (+8)

0% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 673

1% less capital invested

Capital invested by funds: $28.3B → $28B (-$384M)

44% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $3.01B

Holders
1,768
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
23.7%
Holding in Top 10
98
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.29%
% of All Funds
1.31%
New
165
Increased
675
Reduced
673
Closed
129
Calls
$1.68B
Puts
$3.01B
Net Calls
-$1.33B
Net Calls Change
-$604M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1501
Joel Isaacson & Co
New York
$207K +$206K +1,416 New
AUB
1502
Atlantic Union Bankshares
Virginia
$206K +$205K +1,414 New
HAM
1503
Hickory Asset Management
Ohio
$206K +$205K +1,413 New
PWPS
1504
Pinnacle Wealth Planning Services
Ohio
$206K +$205K +1,410 New
SPWM
1505
Straight Path Wealth Management
Michigan
$205K +$204K +1,404 New
NLWP
1506
Next Level Wealth Planning
Idaho
$205K +$204K +1,403 New
FWM
1507
Fonville Wealth Management
Virginia
$205K +$211K +1,449 New
TWM
1508
Trueblood Wealth Management
Ohio
$204K +$203K +1,399 New
BIG
1509
Brookwood Investment Group
Arizona
$203K +$202K +1,391 New
FCM
1510
Firestone Capital Management
Florida
$202K -$74.4K -512 -27%
NEWAS
1511
N.E.W. Advisory Services
Wisconsin
$202K +$201K +1,384 New
BC
1512
Barnett & Company
Tennessee
$202K +$201K +1,381 New
LAM
1513
Lewis Asset Management
California
$201K +$200K +1,377 New
CFO
1514
Collective Family Office
Pennsylvania
$201K -$14.5K -100 -7%
ASBI
1515
American State Bank (Iowa)
Iowa
$200K +$199K +1,373 New
GIM
1516
Gold Investment Management
Alberta, Canada
$193K +$144K +988 +297%
NRG
1517
Nemes Rush Group
Michigan
$193K -$189K -1,298 -50%
BCMLT
1518
Beacon Capital Management LLC (Tennessee)
Tennessee
$192K +$30.8K +212 +19%
Russell Investments Group
1519
Russell Investments Group
United Kingdom
$191K +$65.4K +450 +53%
BWM
1520
BKM Wealth Management
Wisconsin
$190K +$189K +1,299 New
MIA
1521
Milestone Investment Advisors
Wisconsin
$187K
BOJHT
1522
Bank of Jackson Hole Trust
Wyoming
$186K -$581 -4 -0.3%
AW
1523
Avion Wealth
Texas
$186K
HWA
1524
HHM Wealth Advisors
Tennessee
$186K +$99.5K +685 +117%
ST
1525
Smithfield Trust
Pennsylvania
$185K -$16.9K -116 -8%

XLV Hedge Fund Activity: Q1 2025 in Review

1,768 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2025, worth a combined $28B — down 1.4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new XLV positions and 129 closed out — a net gain of 36 holders — while 675 added to existing stakes and 673 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $423M.

  • 1,768 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2025, up from 1,760 in Q4 2024.
  • Funds reported $28B of State Street Health Care Select Sector SPDR ETF stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 165 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2025 and 129 closed out, a net change of +36 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $254M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $423M sold.

Based on aggregated 13F filings for Q1 2025.