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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
IWP
1601
IAG Wealth Partners
Wisconsin
$73K -$8.43K -58 -10%
CPA
1602
Cardiff Park Advisors
California
$70.1K
ME
1603
McIlrath & Eck
Washington
$67.7K +$18.6K +128 +38%
CB
1604
Centennial Bank
Arkansas
$66.9K -$43.6K -300 -40%
CWP
1605
Concord Wealth Partners
Virginia
$63.1K +$145 +1 +0.2%
HFS
1606
Hopwood Financial Services
Virginia
$60.4K -$5.08K -35 -8%
S
1607
Sachetta
Massachusetts
$59.3K
WSC
1608
Wellington Shields & Co
New York
$58.4K
CNBTD
1609
Citizens National Bank Trust Department
Mississippi
$58.4K +$7.26K +50 +14%
BCM
1610
Berbice Capital Management
New York
$58.4K +$58.1K +400 New
BAM
1611
Bellevue Asset Management
Washington
$57.1K
PPA
1612
Painted Porch Advisors
California
$55.6K -$10.3K -71 -16%
CMA
1613
Cedar Mountain Advisors
Oregon
$55.2K -$6.68K -46 -11%
PA
1614
PSI Advisors
Florida
$55.1K -$29.9K -206 -35%
T2I
1615
Turim 21 Investimentos
Brazil
$54.8K -$20K -138 -27%
AAG
1616
Armstrong Advisory Group
Massachusetts
$54.5K
PAG
1617
Paladin Advisory Group
Iowa
$54.5K
PFM
1618
Phillips Financial Management
Indiana
$54K
OFG
1619
Oxford Financial Group
Indiana
$52.6K
FCMT
1620
Founders Capital Management (Texas)
Texas
$51.8K -$2.9K -20 -5%
CSC
1621
Caldwell Sutter Capital
California
$49.4K
KFGG
1622
Keystone Financial Group (Georgia)
Georgia
$49.3K +$145 +1 +0.3%
MBFW
1623
Morton Brown Family Wealth
Pennsylvania
$49.2K +$13.2K +91 +37%
TCOV
1624
Trust Company of Vermont
Vermont
$47.7K +$33K +227 +227%
FCT
1625
First Community Trust
Iowa
$47.3K

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.