We are live on ! Find out more
XLV icon

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
GWANC
1551
Guardian Wealth Advisors (North Carolina)
North Carolina
$139K +$60.9K +419 +79%
CWM
1552
Centricity Wealth Management
Ohio
$137K
CPG
1553
Cornerstone Planning Group
New Jersey
$136K +$99.7K +686 +214%
USB
1554
Union Savings Bank
Connecticut
$132K +$43.9K +302 +50%
IRC
1555
Investors Research Corp
Georgia
$127K
MTIC
1556
Missouri Trust & Investment Company
Missouri
$126K -$19.6K -135 -14%
PAI
1557
Pittenger & Anderson Inc
Nebraska
$125K -$1.45K -10 -1%
CTWM
1558
Cherry Tree Wealth Management
Minnesota
$125K
SAS
1559
Stelac Advisory Services
New York
$124K
FAM
1560
Flaharty Asset Management
Florida
$123K +$123K +844 New
OP
1561
ORG Partners
Indiana
$122K -$5.52K -38 -4%
KIG
1562
Kessler Investment Group
Indiana
$121K
AIM
1563
Anchor Investment Management
South Carolina
$120K
OWP
1564
ORG Wealth Partners
Texas
$120K
BCV
1565
Banque Cantonale Vaudoise
Switzerland
$119K +$118K +813 New
GPFA
1566
Game Plan Financial Advisors
Ohio
$119K +$291 +2 +0.2%
WAM
1567
WFA Asset Management
Wisconsin
$118K -$1.45K -10 -1%
FMII
1568
Farmers & Merchants Investments Inc
Nebraska
$117K
EDRH
1569
Edmond de Rothschild Holding
Switzerland
$110K -$473K -3,253 -81%
RMC
1570
Resources Management Corp
Connecticut
$109K +$4.36K +30 +4%
PGAM
1571
Princeton Global Asset Management
New Jersey
$108K -$57.2K -394 -35%
DAM
1572
Delta Asset Management
Tennessee
$106K +$25.6K +176 +32%
SMA
1573
Sage Mountain Advisors
Georgia
$106K
BWL
1574
Bogart Wealth LLC
Virginia
$105K -$10.2K -70 -9%
TIM
1575
Tortoise Investment Management
New York
$104K

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.