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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
HNW
201
High Note Wealth
Minnesota
$11.1M -$414K -2,852 -4%
PIN
202
Prudent Investors Network
California
$11M -$3.98M -27,414 -27%
PWAC
203
Private Wealth Advisors (California)
California
$10.8M -$978K -6,733 -8%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$10.7M -$9.65M -66,411 -47%
IAN
205
Integrated Advisors Network
Texas
$10.6M +$748K +5,151 +8%
CC
206
Callan Capital
California
$10.6M -$48.8K -336 -0.5%
FFG
207
Frisch Financial Group
New York
$10.6M -$25.6K -176 -0.2%
TAM
208
Tocqueville Asset Management
New York
$10.5M -$174K -1,200 -2%
FFS
209
Founders Financial Securities
Maryland
$10.5M +$1.91M +13,176 +21%
HPC
210
Hobart Private Capital
North Carolina
$10.4M -$7.7K -53 -0.1%
PIA
211
Petredis Investment Advisors
Pennsylvania
$10.4M -$73.2K -504 -0.7%
CM
212
Castleark Management
Illinois
$10.4M
IWC
213
Integrated Wealth Concepts
Massachusetts
$10.3M -$983K -6,769 -9%
HIP
214
Harrell Investment Partners
Texas
$10.3M -$1.02M -7,007 -9%
VIA
215
Vickerman Investment Advisors
Washington
$10.2M +$499K +3,434 +5%
RA
216
RFG Advisory
Alabama
$9.99M -$1.35M -9,309 -12%
FMC
217
First Merchants Corp
Indiana
$9.83M -$584K -4,020 -6%
PPWP
218
Premier Path Wealth Partners
New Jersey
$9.65M -$730K -5,022 -7%
CIP
219
Capital Insight Partners
Arizona
$9.53M -$66.2K -456 -0.7%
EWS
220
Eagle Wealth Strategies
New Jersey
$9.51M +$441K +3,033 +5%
RFM
221
Royal Fund Management
Florida
$9.48M +$1.64M +11,314 +21%
ARC
222
Advisor Resource Council
Texas
$9.48M +$9.74M +67,017 +4,035%
GIA
223
Gladstone Institutional Advisory
Florida
$9.41M -$1.39M -9,602 -13%
EWA
224
EP Wealth Advisors
California
$9.4M -$1.1M -7,585 -11%
MC
225
Martin & Co
Tennessee
$9.36M +$36.8K +253 +0.4%

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.