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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
RDFA
1701
Ritter Daniher Financial Advisory
Ohio
$15.9K
HC
1702
Hurley Capital
New York
$15.4K
RS
1703
Rakuten Securities
Japan
$15.3K -$8.86K -61 -37%
MFA
1704
McClarren Financial Advisors
Pennsylvania
$15K +$1.6K +11 +12%
CLOS
1705
Compagnie Lombard Odier SCmA
Switzerland
$14.6K -$1.03M -7,100 -99%
RAM
1706
Ramirez Asset Management
New York
$14.6K
EWA
1707
EQ Wealth Advisors
Texas
$14.6K +$14.5K +100 New
GBA
1708
Garrison Bradford & Associates
New York
$14.6K +$14.5K +100 New
PPC
1709
Park Place Capital
Alabama
$14.3K -$872 -6 -6%
WWM
1710
Wolff Wiese Magana
California
$14K
EPW
1711
Evergreen Private Wealth
Colorado
$13.9K -$125K -863 -90%
BA
1712
Ballast Advisors
Minnesota
$13.9K
APW
1713
Aventura Private Wealth
Florida
$13.6K +$10.3K +71 +323%
IF
1714
Integrity Financial
Wyoming
$13.3K
WA
1715
WPG Advisers
Maryland
$13.1K +$145 +1 +1%
GWSA
1716
Global Wealth Strategies & Associates
Colorado
$12.7K +$12.6K +87 New
FRA
1717
Front Row Advisors
California
$12.2K
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$11.8K -$39.4K -271 -77%
EWM
1719
Evermay Wealth Management
Virginia
$11.8K
RWM
1720
Rialto Wealth Management
New York
$11.5K
LWA
1721
Lowe Wealth Advisors
Maryland
$11K
BIG
1722
Brooklyn Investment Group
New York
$10.8K
CWM
1723
Crowley Wealth Management
Delaware
$10.7K
HWM
1724
HighMark Wealth Management
Minnesota
$10.4K
MSFP
1725
Mark Sheptoff Financial Planning
Connecticut
$10.1K

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.