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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
IWM
1726
IMG Wealth Management
Florida
$9.6K +$145 +1 +2%
VWA
1727
Valued Wealth Advisors
Utah
$9.49K +$9.44K +65 New
NECFA
1728
New England Capital Financial Advisors
Connecticut
$9.2K -$188K -1,295 -95%
AWM
1729
Abound Wealth Management
Tennessee
$9.2K -$1.45K -10 -14%
BL
1730
Balentine LLC
Georgia
$9.2K
CJH
1731
Christopher J. Hasenberg
Wisconsin
$9.17K
CWM
1732
Consultiva Wealth Management
Puerto Rico
$8.76K +$8.72K +60 New
PWS
1733
Peterson Wealth Services
Utah
$8.47K
RBA
1734
Richard Bernstein Advisors
New York
$8.18K -$5.23K -36 -39%
VNA
1735
Valley National Advisers
Pennsylvania
$8K -$3.05K -21 -27%
LCM
1736
Logan Capital Management
Pennsylvania
$7.65K -$2.76K -19 -27%
SIC
1737
SJS Investment Consulting
Ohio
$7.45K -$5.81K -40 -44%
DF
1738
DecisionPoint Financial
Arizona
$7.45K
CSB
1739
City State Bank
Iowa
$7.3K
RPA
1740
Redwood Park Advisors
California
$6.57K
AF
1741
Atala Financial
California
$6.57K
OCM
1742
Orion Capital Management
California
$5.13K +$5.08K +35 New
Asset Management One
1743
Asset Management One
Japan
$5.11K +$5.08K +35 New
Daiwa Securities Group
1744
Daiwa Securities Group
Japan
$5K +$2.03K +14 +67%
GWM
1745
Graybill Wealth Management
Illinois
$4.74K +$4.65K +32 New
HI
1746
Hoey Investments
Pennsylvania
$4.45K
FIM
1747
FWL Investment Management
Texas
$4.38K -$154K -1,061 -97%
NI
1748
NCP Inc
California
$4.23K
BTD
1749
BankPlus Trust Department
Mississippi
$4.09K
GA
1750
GoalVest Advisory
New York
$3.94K

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.