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State Street Health Care Select Sector SPDR ETF

1,647 hedge funds and large institutions have $25.5B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 555 increasing their positions, 711 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $25.2B → $25.5B (+$301M)

0.26% more ownership

Funds ownership: 73.93%74.19% (+0.26%)

0% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 134

2% less funds holding

Funds holding: 1,6771,647 (-30)

3% less funds holding in top 10

Funds holding in top 10: 6361 (-2)

22% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 711

32% less call options, than puts

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

Holders
1,647
Holders Change
-30
Holders Change %
-1.79%
% of All Funds
21.62%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
134
Increased
555
Reduced
711
Closed
134
Calls
$2.18B
Puts
$3.19B
Net Calls
-$1.01B
Net Calls Change
-$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1501
Barnes Dennig Private Wealth Management
Ohio
$55.7K
CNBTD
1502
Citizens National Bank Trust Department
Mississippi
$55.7K
BAM
1503
Bellevue Asset Management
Washington
$54.4K
FCMT
1504
Founders Capital Management (Texas)
Texas
$53.5K
PH
1505
Pinnacle Holdings
Oklahoma
$52.7K
CMA
1506
Cedar Mountain Advisors
Oregon
$52.6K
PAG
1507
Paladin Advisory Group
Iowa
$51.9K
KFGG
1508
Keystone Financial Group (Georgia)
Georgia
$51.4K +$135 +1 +0.3%
BIM
1509
Breakwater Investment Management
Washington
$51.4K -$24.6K -182 -33%
FUBT
1510
First United Bank & Trust
Maryland
$51.1K -$122K -903 -71%
OFG
1511
Oxford Financial Group
Indiana
$50.1K
TFG
1512
Team Financial Group
California
$49.6K +$135 +1 +0.3%
RWM
1513
RMG Wealth Management
Wisconsin
$49.4K +$94.9K +701 +292%
MBFW
1514
Morton Brown Family Wealth
Pennsylvania
$47.2K +$135 +1 +0.3%
FCT
1515
First Community Trust
Iowa
$45.1K
FLP
1516
Financial Life Planners
Arizona
$45K +$43.7K +323 New
SRCM
1517
Signature Resources Capital Management
California
$44.7K
PP
1518
Pacifica Partners
Canada
$43.7K
HA
1519
Heartland Advisors
Wisconsin
$41.8K -$133K -982 -77%
AWM
1520
Angeles Wealth Management
California
$41.8K -$7.04K -52 -15%
HFM
1521
Hartford Financial Management
Connecticut
$41.8K
PB
1522
Pinnacle Bancorp
Nebraska
$41.8K
CFG
1523
Clayton Financial Group
Missouri
$41.8K +$40.6K +300 New
BL
1524
Balentine LLC
Georgia
$41.3K -$224K -1,659 -85%
SFCL
1525
Strengthening Families & Communities LLC
Massachusetts
$41.1K +$135 +1 +0.3%

XLV Hedge Fund Activity: Q3 2025 in Review

1,647 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2025, worth a combined $25.5B — up 1.2% from $25.2B a quarter earlier.

Fund positioning in XLV was balanced in Q3 2025: 134 funds opened new positions, 134 closed out, 555 added to existing stakes and 711 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $243M. The largest seller was Bank of America, cutting an estimated $666M.

  • 1,647 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2025, down from 1,677 in Q2 2025.
  • Funds reported $25.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2025, up 1.2% quarter-over-quarter.
  • 134 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2025 and 134 closed out, a net change of 0 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $243M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2025 was Bank of America, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2025.