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State Street SPDR S&P Health Care Equipment ETF

111 hedge funds and large institutions have $173M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 43.04%44.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 129111 (-18)

26% less capital invested

Capital invested by funds: $235M → $173M (-$62.3M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.53M -$74K -786 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.33M -$724K -7,695 -33%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.28M -$227K -2,416 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.18M -$3.49M -37,104 -73%
ASN
30
Advisory Services Network
Georgia
$1.16M +$90.3K +959 +8%
Goldman Sachs
31
Goldman Sachs
New York
$1.09M
TRCT
32
Tower Research Capital (TRC)
New York
$946K +$31.4K +333 +3%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$926K +$658K +6,994 +178%
Citadel Advisors
34
Citadel Advisors
Florida
$787K -$1.41M -14,945 -62%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$701K -$42.2K -448 -5%
CA
36
Cornerstone Advisory
Maryland
$679K
PVH
37
Psagot Value Holdings
Israel
$677K
TC
38
Telemus Capital
Michigan
$677K +$751K +7,979 New
BFAG
39
Blackston Financial Advisory Group
Florida
$647K -$65.9K -700 -9%
RJA
40
Raymond James & Associates
Florida
$574K +$28.2K +300 +5%
SAS
41
Sanford Advisory Services
Michigan
$557K -$753 -8 -0.1%
MML Investors Services
42
MML Investors Services
Massachusetts
$548K +$3.67K +39 +0.6%
SPC
43
Sigma Planning Corp
Michigan
$517K -$45.9K -487 -7%
IF
44
Integrity Financial
Wyoming
$509K +$28.2K +300 +5%
GEM
45
Global Endowment Management
North Carolina
$488K
MSFS
46
Main Street Financial Solutions
Pennsylvania
$480K -$4.71K -50 -0.9%
9WM
47
9258 Wealth Management
Ohio
$452K
QPW
48
Quantum Private Wealth
Florida
$417K -$18.8K -200 -4%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369K +$94.1K +1,000 +30%
AA
50
Ashford Advisors
New York
$358K

XHE Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2022, worth a combined $173M — down 26% from $235M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $4.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.

  • 111 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $173M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2022 was Citigroup, an estimated $4.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.