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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
PWM
151
Perigon Wealth Management
California
$16.1M -$103K -711 -0.6%
OAM
152
Oppenheimer Asset Management
New York
$15.9M -$4.34M -29,875 -21%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$15.9M +$2.63M +18,093 +20%
Renaissance Technologies
154
Renaissance Technologies
New York
$15.9M -$16.2M -111,400 -51%
MIC
155
Means Investment Company
Maine
$15.6M +$8.65M +59,563 +125%
TF
156
Theory Financial
Colorado
$15.5M +$15.4M +106,100 New
ADEF
157
Adams Diversified Equity Fund
Maryland
$15.3M +$15.2M +104,600 New
AAIM
158
Asset Advisors Investment Management
Georgia
$15.2M +$505K +3,478 +3%
AI
159
Atria Investments
North Carolina
$15.2M +$3.92M +27,008 +35%
WAS
160
WESPAC Advisors SoCal
California
$15.2M +$1.69M +11,630 +13%
KA
161
Kozak & Associates
Colorado
$15.1M +$500K +3,443 +3%
EPA
162
Element Pointe Advisors
Florida
$15M +$15M +103,030 New
ONB
163
Old National Bancorp
Indiana
$14.9M -$696K -4,794 -4%
PP
164
Passaic Partners
New Jersey
$14.8M -$2.81M -19,346 -16%
AIIMS
165
Analyst IMS Investment Management Services
Israel
$14.6M -$30.5K -210 -0.2%
UCFA
166
United Capital Financial Advisors
Texas
$14.4M -$507K -3,490 -3%
KL
167
KWMG LLC
Kansas
$14.3M +$5.79M +39,866 +69%
DWM
168
Dakota Wealth Management
Florida
$14.2M +$642K +4,416 +5%
OC
169
Oppenheimer & Co
New York
$13.8M +$1.33M +9,185 +11%
PCG
170
Prosperity Consulting Group
Maryland
$13.8M -$839K -5,773 -6%
SL
171
Salomon & Ludwin
Virginia
$13.8M +$784K +5,400 +6%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$13.7M +$8.26M +56,851 +154%
SC
173
Scotia Capital
Ontario, Canada
$13.6M -$10.3M -71,139 -43%
RSWM
174
Robertson Stephens Wealth Management
California
$13.6M +$8.24M +56,727 +155%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$13.6M -$2.95M -20,272 -18%

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.