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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
GG
1651
Gleason Group
Kentucky
$36.2K +$145 +1 +0.4%
RF
1652
Rossby Financial
Florida
$35.5K +$37.3K +257 New
BSB
1653
Bangor Savings Bank
Maine
$35.3K
KFP
1654
Keener Financial Planning
Texas
$34K +$34.6K +238 New
EPAM
1655
Evelyn Partners Asset Management
$32.1K
RMP
1656
Richards, Merrill & Peterson
Washington
$32.1K +$14.5K +100 +83%
CCM
1657
Cloud Capital Management
Washington
$31K +$31.4K +216 New
CWM
1658
CarsonAllaria Wealth Management
Illinois
$30.4K
FA
1659
Financial Avengers
California
$30K +$145 +1 +0.5%
RF
1660
Roxbury Financial
New Jersey
$29.9K +$291 +2 +1%
DFA
1661
DHJJ Financial Advisors
Illinois
$29.8K
PAM
1662
Parvin Asset Management
South Dakota
$29.2K
PS
1663
Pinney & Scofield
Massachusetts
$29.2K
CAM
1664
Creekmur Asset Management
Illinois
$28.8K
POIA
1665
Pin Oak Investment Advisors
Texas
$28K -$72.8K -501 -72%
OSNBOA
1666
Old Second National Bank of Aurora
Illinois
$27K
DCM
1667
Davis Capital Management
Florida
$26K -$291 -2 -1%
OA
1668
Operose Advisors
Wisconsin
$26K
GCM
1669
Gables Capital Management
Florida
$25.6K
NSG
1670
Nalls Sherbakoff Group
Tennessee
$25.6K +$25.4K +175 New
SC
1671
Sawyer & Company
Massachusetts
$25K
EPIME
1672
Evelyn Partners Investment Management (Europe)
$24.8K
SC
1673
Steph & Co
Wisconsin
$24.8K
QCG
1674
Quadrant Capital Group
Ohio
$23.9K -$112K -770 -82%
DSC
1675
Duncker Streett & Co
Missouri
$23.9K +$10.2K +70 +74%

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.