We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

100 hedge funds and large institutions have $325M invested in State Street SPDR S&P Health Care Equipment ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $315M → $325M (+$9.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.91% less ownership

Funds ownership: 61.54%59.63% (-1.9%)

2% less funds holding

Funds holding: 102100 (-2)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
35
Closed
14
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$1.78M +18,771 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.78M +$85.3K +900 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.54M -$134K -1,415 -8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.46M -$714K -7,531 -34%
Citadel Advisors
30
Citadel Advisors
Florida
$1.43M -$209K -2,205 -13%
CAN
31
Cetera Advisor Networks
California
$1.35M +$208K +2,191 +19%
PSF
32
Pacific Sun Financial
California
$1.24M +$55.7K +588 +5%
HCM
33
Hollencrest Capital Management
California
$1.17M -$14.9K -157 -1%
Belvedere Trading
34
Belvedere Trading
Illinois
$1.11M +$1.08M +11,411 New
Stifel Financial
35
Stifel Financial
Missouri
$1.03M -$101K -1,070 -9%
CWA
36
Clarus Wealth Advisors
Arizona
$952K -$40.5K -427 -4%
FAIM
37
Financial Advocates Investment Management
Washington
$947K +$95.4K +1,006 +12%
KAS
38
Kestra Advisory Services
Texas
$907K +$13.9K +147 New
Citigroup
39
Citigroup
New York
$798K -$636K -6,711 -45%
CA
40
Cornerstone Advisory
Maryland
$779K
ASN
41
Advisory Services Network
Georgia
$726K -$8.82K -93 -1%
NFG
42
Next Financial Group
Texas
$522K -$57.6K -608 -10%
9WM
43
9258 Wealth Management
Ohio
$519K
FGA
44
Fortis Group Advisors
New Jersey
$519K +$506K +5,341 New
MML Investors Services
45
MML Investors Services
Massachusetts
$512K -$62.7K -661 -11%
EH
46
Equitable Holdings
New York
$440K +$18.9K +199 +5%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$420K
NFC
48
Northeast Financial Consultants
Connecticut
$416K
BRC
49
Bell Rock Capital
Delaware
$389K +$73.1K +771 +24%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$375K -$13K -137 -3%

XHE Hedge Fund Activity: Q3 2020 in Review

100 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2020, worth a combined $325M — up 2.9% from $315M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XHE and 13 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 29 added.

The largest buyer was Bank Hapoalim BM, adding an estimated $6.37M. The largest seller was Riggs Asset Management, exiting entirely with an estimated $6.79M sold.

  • 100 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $325M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2020 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2020 was Bank Hapoalim BM, an estimated $6.37M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2020 was Riggs Asset Management, an estimated $6.79M sold.

Based on aggregated 13F filings for Q3 2020.