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State Street Health Care Select Sector SPDR ETF

1,677 hedge funds and large institutions have $25.2B invested in State Street Health Care Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 753 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 72.85%73.93% (+1.1%)

3% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.04B

5% less funds holding

Funds holding: 1,7671,677 (-90)

10% less capital invested

Capital invested by funds: $28B → $25.2B (-$2.81B)

26% less repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 753

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 178

36% less funds holding in top 10

Funds holding in top 10: 9863 (-35)

Holders
1,677
Holders Change
-90
Holders Change %
-5.09%
% of All Funds
22.08%
Holding in Top 10
63
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-35.71%
% of All Funds
0.83%
New
119
Increased
556
Reduced
753
Closed
178
Calls
$2.11B
Puts
$2.04B
Net Calls
+$69.9M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$14.8M -$109K -806 -0.7%
OAM
152
Oppenheimer Asset Management
New York
$14.6M -$160K -1,185 -1%
AIIMS
153
Analyst IMS Investment Management Services
Israel
$14.1M +$647K +4,791 +5%
EPA
154
Element Pointe Advisors
Florida
$14.1M +$233K +1,725 +2%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$14M -$17.5M -129,804 -55%
LRWA
156
Long Run Wealth Advisors
New York
$13.8M +$1.91M +14,158 +16%
Squarepoint
157
Squarepoint
New York
$13.7M +$13.8M +101,964 New
SPIA
158
Steward Partners Investment Advisory
New York
$13.6M -$6.9M -51,104 -34%
AI
159
Atria Investments
North Carolina
$13.6M -$456K -3,376 -3%
PP
160
Passaic Partners
New Jersey
$13.5M -$137K -1,017 -1%
AAIM
161
Asset Advisors Investment Management
Georgia
$13.4M -$613K -4,538 -4%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$13.4M +$5.38M +39,872 +67%
UCFA
163
United Capital Financial Advisors
Texas
$13.2M -$157K -1,166 -1%
Capital Fund Management (CFM)
164
Capital Fund Management (CFM)
France
$13M +$13M +96,503 New
SL
165
Salomon & Ludwin
Virginia
$12.9M +$156K +1,154 +1%
DWM
166
Dakota Wealth Management
Florida
$12.8M -$301K -2,232 -2%
SC
167
Scotia Capital
Ontario, Canada
$12.8M +$236K +1,750 +2%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$12.7M -$1.97M -14,578 -13%
PCG
169
Prosperity Consulting Group
Maryland
$12.6M -$147K -1,087 -1%
EC
170
Estate Counselors
Wisconsin
$12.6M +$12.2M +90,680 +3,322%
JWCA
171
J.W. Cole Advisors
Florida
$12.5M +$1.64M +12,179 +15%
Fisher Asset Management
172
Fisher Asset Management
Washington
$12.4M +$6.05M +44,783 +94%
RRA
173
Round Rock Advisors
Connecticut
$12.3M +$294K +2,176 +2%
ONB
174
Old National Bancorp
Indiana
$12.2M -$1.49M -11,033 -11%
LHWM
175
Lake Hills Wealth Management
Texas
$12.2M +$12.3M +90,806 New

XLV Hedge Fund Activity: Q2 2025 in Review

1,677 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2025, worth a combined $25.2B — down 10% from $28B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of XLV and 119 opened new positions — a net loss of 59 holders — while 753 trimmed existing stakes and 556 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $451M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $173M sold.

  • 1,677 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2025, down from 1,767 in Q1 2025.
  • Funds reported $25.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 119 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2025 and 178 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $451M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2025 was VOYA Investment Management, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2025.