We are live on ! Find out more
XLV icon

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
BDPWM
1751
Barnes Dennig Private Wealth Management
Ohio
$3.94K +$3.92K +27 New
RCM
1752
Richardson Capital Management
Wisconsin
$3.94K +$3.92K +27 New
GWP
1753
Gen-Wealth Partners
Michigan
$3.65K
PP
1754
Pingora Partners
Wyoming
$3.65K
KWM
1755
Kiker Wealth Management
Georgia
$3.36K +$3.34K +23 New
PWA
1756
Principia Wealth Advisory
Texas
$2.91K +$3.05K +21 New
BFS
1757
Burkett Financial Services
South Carolina
$2.77K +$2.76K +19 New
CMP
1758
Coston McIsaac & Partners
Maine
$2K
FWM
1759
FSA Wealth Management
Massachusetts
$1.94K
WOC
1760
West Oak Capital
California
$1.74K
PWMG
1761
Private Wealth Management Group
New Jersey
$1.61K +$1.6K +11 New
CFS
1762
Compass Financial Services
Iowa
$1.47K +$581 +4 +67%
AFS
1763
Anderson Financial Strategies
Ohio
$1.31K +$1.31K +9 New
HWP
1764
Highline Wealth Partners
California
$1.02K
CFG
1765
CKW Financial Group
Hawaii
$1K
NWM
1766
Navigoe Wealth Management
California
$1K
WGS
1767
Washington Growth Strategies
District of Columbia
$550 +$21.2K +146 New
MAS
1768
MPWM Advisory Solutions
Georgia
$292
WCM
1769
Weaver Capital Management
Georgia
$147
Parallax Volatility Advisers
1770
Parallax Volatility Advisers
California
$146 -$32M -220,066 -100%
QIM
1771
Quantitative Investment Management
Virginia
-$119M -863,670 Closed
D.E. Shaw & Co
1772
D.E. Shaw & Co
New York
-$72.3M -525,485 Closed
WP
1773
Woodline Partners
California
-$29.4M -213,881 Closed
Squarepoint
1774
Squarepoint
New York
-$24.7M -170,036 Closed
ECM
1775
Eisler Capital Management
United Kingdom
-$18.1M -131,424 Closed

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.