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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
FPL
1851
Fortress Private Ledger
North Carolina
-$214K -1,554 Closed
YIA
1852
YHB Investment Advisors
Connecticut
-$213K -1,548 Closed
AWM
1853
AAF Wealth Management
Massachusetts
-$209K -1,520 Closed
TWM
1854
TriaGen Wealth Management
California
-$207K -1,505 Closed
RIS
1855
Retirement Income Solutions
Michigan
-$204K -1,483 Closed
FNBOMD
1856
First National Bank of Mount Dora
Florida
-$202K -1,469 Closed
WCP
1857
Wealthcare Capital Partners
Pennsylvania
-$202K -1,467 Closed
OFA
1858
Oak Family Advisors
Illinois
-$202K -1,465 Closed
BOS
1859
Bank of Stockton
California
-$201K -1,460 Closed
HAM
1860
Harmony Asset Management
Arizona
-$201K -1,460 Closed
CCA
1861
Clearwater Capital Advisors
Illinois
-$200K -1,454 Closed
GHA
1862
GW Henssler & Associates
Georgia
-$209K -1,359 Closed
QPBE
1863
Quintet Private Bank (Europe)
Luxembourg
-$144K -1,050 Closed
TVWM
1864
Tower View Wealth Management
Wisconsin
-$144K -1,050 Closed
TCG
1865
Transcendent Capital Group
Oklahoma
-$124K -900 Closed
EW
1866
Element Wealth
Mississippi
-$95.7K -696 Closed
Point72 Asset Management
1867
Point72 Asset Management
Connecticut
-$88.2K -607 Closed
VHAM
1868
Van Hulzen Asset Management
California
-$75.1K -546 Closed
FA
1869
Fedenia Advisers
Wisconsin
-$58.2K -423 Closed
CAS
1870
Coppell Advisory Solutions
Texas
-$47.9K -349 Closed
FLP
1871
Financial Life Planners
Arizona
-$43.9K -319 Closed
PPWM
1872
PFG Private Wealth Management
Florida
-$42.8K -311 Closed
FWM
1873
FLP Wealth Management
Arkansas
-$42.4K -308 Closed
LFASL
1874
Lugano Financial Advisors SA (LFA)
Switzerland
-$31.4K -228 Closed
MFA
1875
Morling Financial Advisors
California
-$29.3K -213 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.