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State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $108M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 102110 (+8)

2% more call options, than puts

Call options by funds: $431K | Put options by funds: $422K

17.38% less ownership

Funds ownership: 54.12%36.74% (-17%)

44% less capital invested

Capital invested by funds: $195M → $108M (-$86.4M)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
44
Closed
8
Calls
$431K
Puts
$422K
Net Calls
+$9K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
26
Pacific Sun Financial
California
$1.27M -$76.9K -906 -6%
MIC
27
Means Investment Company
Maine
$1.27M -$124K -1,457 -9%
RJA
28
Raymond James & Associates
Florida
$1.25M -$49.1K -578 -4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.24M -$53.8K -634 -4%
NFC
30
Northeast Financial Consultants
Connecticut
$1.23M -$48.1K -567 -4%
Jane Street
31
Jane Street
New York
$1.2M +$1.16M +13,693 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.03M -$87.8K -1,035 -8%
BHB
33
Bank Hapoalim BM
Israel
$907K -$47.6K -561 -5%
FTS
34
Fifth Third Securities
Ohio
$899K +$91.5K +1,078 +12%
Osaic Holdings
35
Osaic Holdings
Arizona
$876K -$32.3K -380 -4%
FIA
36
Foundations Investment Advisors
Arizona
$855K -$934K -11,010 -53%
CA
37
Cornerstone Advisory
Maryland
$704K
FTUS
38
Flow Traders U.S.
New York
$658K +$635K +7,477 New
VWM
39
VCI Wealth Management
Missouri
$569K -$79.4K -936 -13%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$539K -$93K -1,096 -15%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$518K -$27.7K -326 -5%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$510K +$493K +5,805 New
GEM
43
Global Endowment Management
North Carolina
$506K
Prudential Financial
44
Prudential Financial
New Jersey
$461K +$59.8K +704 +16%
9WM
45
9258 Wealth Management
Ohio
$429K
MSFS
46
Main Street Financial Solutions
Pennsylvania
$416K -$509 -6 -0.1%
LFA
47
LGT Financial Advisors
Texas
$416K
FGA
48
Fortis Group Advisors
New Jersey
$408K +$394K +4,643 New
QPW
49
Quantum Private Wealth
Florida
$388K
MWM
50
MGB Wealth Management
Texas
$365K -$5.52K -65 -2%

XHE Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2024, worth a combined $108M — down 44% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XHE positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.15M. The largest seller was Phoenix Financial, exiting entirely with an estimated $48.2M sold.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2024, up from 102 in Q4 2023.
  • Funds reported $108M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2024, down 44% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.15M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2024 was Phoenix Financial, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2024.