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State Street SPDR S&P Health Care Equipment ETF

131 hedge funds and large institutions have $432M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2% more funds holding

Funds holding: 128131 (+3)

1% more capital invested

Capital invested by funds: $427M → $432M (+$5.22M)

2.17% less ownership

Funds ownership: 55.4%53.23% (-2.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
46
Reduced
39
Closed
9
Calls
$491K
Puts
Net Calls
+$491K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Silverleafe Capital Partners
Tennessee
$2.46M +$4.05K +33 +0.2%
CAN
27
Cetera Advisor Networks
California
$2.06M +$55.8K +455 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.03M +$113K +919 +6%
FAIM
29
Financial Advocates Investment Management
Washington
$1.98M +$116K +949 +6%
Truist Financial
30
Truist Financial
North Carolina
$1.92M -$103K -839 -5%
HCM
31
Hollencrest Capital Management
California
$1.55M
Citigroup
32
Citigroup
New York
$1.36M +$179K +1,462 +16%
ASN
33
Advisory Services Network
Georgia
$1.26M +$90.1K +734 +8%
Stifel Financial
34
Stifel Financial
Missouri
$1.24M +$111K +907 +10%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.21M -$26.6K -217 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.18M +$465K +3,788 +71%
SIM
37
Seaview Investment Managers
Florida
$1.18M +$258K +2,101 +30%
CWA
38
Clarus Wealth Advisors
Arizona
$1.17M -$1.59K -13 -0.1%
RJA
39
Raymond James & Associates
Florida
$1.11M -$327K -2,662 -24%
HI
40
Harbour Investments
Wisconsin
$1.08M +$736 +6 +0.1%
CA
41
Cornerstone Advisory
Maryland
$1.03M
EH
42
Equitable Holdings
New York
$911K +$140K +1,145 +19%
IWM
43
IHT Wealth Management
Illinois
$821K -$42.6K -347 -5%
SAS
44
Sanford Advisory Services
Michigan
$764K -$8.34K -68 -1%
JWCA
45
J.W. Cole Advisors
Florida
$761K +$21.8K +178 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$758K -$693K -5,649 -49%
NFG
47
Next Financial Group
Texas
$744K +$859 +7 +0.1%
MSFS
48
Main Street Financial Solutions
Pennsylvania
$739K -$49.1K -400 -7%
9WM
49
9258 Wealth Management
Ohio
$688K
SPC
50
Sigma Planning Corp
Michigan
$676K +$37.2K +303 +6%

XHE Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2021, worth a combined $432M — up 1.2% from $427M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XHE positions and 9 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $695K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.41M.

  • 131 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $432M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2021 was Osaic Holdings, an estimated $695K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2021 was Advocacy Wealth Management Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2021.