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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
PWAM
1576
Private Wealth Asset Management
Iowa
$103K +$102K +703 New
UCB
1577
United Community Bank
South Carolina
$102K -$33.4K -230 -25%
BC
1578
Barrett & Company
Rhode Island
$102K
AIC
1579
Archer Investment Corporation
Indiana
$98K -$12.2K -84 -11%
UIA
1580
Ulland Investment Advisors
Minnesota
$98K
NC
1581
North Capital
Utah
$97.4K +$96.9K +667 New
NRC
1582
New Republic Capital
North Carolina
$93K
TAM
1583
Townsend Asset Management
North Carolina
$92.3K -$147K -1,009 -61%
MPCG
1584
Matrix Private Capital Group
New York
$91.8K
PCTC
1585
Perkins Coie Trust Company
Washington
$91.5K
MTIM
1586
Marathon Trading Investment Management
Pennsylvania
$91.1K +$90.7K +624 New
WTA
1587
Washington Trust Advisors
Massachusetts
$89.8K
PWA
1588
Physician Wealth Advisors
Utah
$89.5K
FWA
1589
Flagship Wealth Advisors
Massachusetts
$89.2K
MCM
1590
Manchester Capital Management
Vermont
$88K +$21.8K +150 +33%
WP
1591
WealthShield Partners
North Carolina
$87.3K -$10K -69 -10%
KHC
1592
Koesten Hirschmann & Crabtree
Kansas
$86.7K -$14.5K -100 -14%
AIP
1593
Ameritas Investment Partners
Nebraska
$86.5K -$5.67K -39 -6%
NCM
1594
Northwest Capital Management
Oregon
$86.1K
PWA
1595
Provenance Wealth Advisors
Florida
$85K
OHWP
1596
Oak Harbor Wealth Partners
North Carolina
$82.5K -$26.9K -185 -25%
ITIM
1597
Indiana Trust & Investment Management
Indiana
$81.5K
BIM
1598
Breakwater Investment Management
Washington
$80.5K
OIA
1599
Optimum Investment Advisors
Illinois
$76.1K
WAS
1600
Winch Advisory Services
Wisconsin
$74.2K +$145 +1 +0.2%

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.