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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
NIP
176
Nicholas Investment Partners
California
$13.4M +$13.3M +91,756 New
RRA
177
Round Rock Advisors
Connecticut
$13M +$1.83M +12,592 +16%
LRWA
178
Long Run Wealth Advisors
New York
$12.9M -$327K -2,249 -2%
WA
179
WBH Advisory
Maryland
$12.6M +$1.22M +8,416 +11%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$12.5M -$1.84M -12,669 -13%
BAM
181
Brave Asset Management
New Jersey
$12.4M -$5.89M -40,578 -32%
CAM
182
Cresset Asset Management
Illinois
$12.2M -$2.9M -19,972 -19%
FTS
183
Fifth Third Securities
Ohio
$12.1M +$627K +4,313 +5%
CIC
184
Carnegie Investment Counsel
Ohio
$12.1M +$574K +3,953 +5%
Lido Advisors
185
Lido Advisors
California
$12.1M +$1.6M +11,043 +15%
PI
186
Parkside Investments
Illinois
$12M +$202K +1,390 +2%
AAS
187
Avantax Advisory Services
Texas
$11.9M +$1.16M +7,965 +11%
CCT
188
Chemung Canal Trust
New York
$11.8M +$2.47M +17,010 +27%
KHLMTHM
189
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.8M
JWCA
190
J.W. Cole Advisors
Florida
$11.8M -$740K -5,092 -6%
SCA
191
Stillwater Capital Advisors
Pennsylvania
$11.8M -$3.12M -21,460 -21%
GWA
192
Gratus Wealth Advisors
Virginia
$11.7M -$3.3M -22,694 -22%
HWA
193
Hilltop Wealth Advisors
North Carolina
$11.6M +$648K +4,458 +6%
TS
194
Tamar Securities
California
$11.4M +$689K +4,743 +6%
BPAMU
195
BTG Pactual Asset Management US
New York
$11.4M +$6.33M +43,551 +127%
SWM
196
SFG Wealth Management
Maryland
$11.3M +$432K +2,972 +4%
LBC
197
Lowe Brockenbrough & Co
Virginia
$11.3M +$847K +5,830 +8%
SCP
198
Silverleafe Capital Partners
Tennessee
$11.3M -$319K -2,194 -3%
PPWP
199
Proquility Private Wealth Partners
Nevada
$11.2M +$727K +5,007 +7%
ABTD
200
Arvest Bank Trust Division
Oklahoma
$11.2M +$38.2K +263 +0.3%

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.