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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
BWL
1551
Bogart Wealth LLC
Virginia
$29.2K -$68.3K -505 -71%
FA
1552
Financial Avengers
California
$28.9K +$135 +1 +0.5%
RF
1553
Roxbury Financial
New Jersey
$28.3K +$135 +1 +0.5%
BTD
1554
BankPlus Trust Department
Mississippi
$28.3K
RS
1555
Rakuten Securities
Japan
$28K -$9.47K -70 -26%
PAM
1556
Parvin Asset Management
South Dakota
$27.8K
PS
1557
Pinney & Scofield
Massachusetts
$27.8K
HHGA
1558
Halbert Hargrove Global Advisors
California
$27.8K +$27.1K +200 New
1NWS
1559
1 North Wealth Services
Maryland
$27.1K -$2.49M -18,365 -99%
POIA
1560
Pin Oak Investment Advisors
Texas
$26.9K
CAM
1561
Creekmur Asset Management
Illinois
$26.7K
SA
1562
Strategic Advocates
Utah
$26.6K +$25.8K +191 New
IAS
1563
IMA Advisory Services
Colorado
$26K -$129K -956 -84%
OA
1564
Operose Advisors
Wisconsin
$24.8K
DSC
1565
Duncker Streett & Co
Missouri
$24.8K +$1.08K +8 +5%
GCM
1566
Gables Capital Management
Florida
$24.4K
NSG
1567
Nalls Sherbakoff Group
Tennessee
$24.4K
SC
1568
Steph & Co
Wisconsin
$23.7K
GWSA
1569
Global Wealth Strategies & Associates
Colorado
$23.7K +$22.1K +163 +2,329%
DCM
1570
Davis Capital Management
Florida
$23.4K +$22.7K +168 New
FGAM
1571
Financial Gravity Asset Management
Texas
$23.2K +$22.6K +167 New
VWM
1572
Vermillion Wealth Management
Minnesota
$22.8K -$13.7K -101 -38%
FPB
1573
First PREMIER Bank
South Dakota
$22K +$677 +5 +3%
PCM
1574
Perritt Capital Management
Illinois
$22K
FF
1575
Friedenthal Financial
New Jersey
$21.9K

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.