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State Street SPDR S&P Health Care Equipment ETF

97 hedge funds and large institutions have $76.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $25K | Put options by funds: $17K

5.42% less ownership

Funds ownership: 36.74%31.32% (-5.4%)

12% less funds holding

Funds holding: 11097 (-13)

30% less capital invested

Capital invested by funds: $108M → $76.2M (-$32M)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

61% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 41

Holders
97
Holders Change
-13
Holders Change %
-11.82%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
41
Closed
21
Calls
$25K
Puts
$17K
Net Calls
+$8K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$711K -$130K -1,537 -15%
BHB
27
Bank Hapoalim BM
Israel
$707K -$165K -1,945 -19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$703K +$208K +2,454 +42%
CA
29
Cornerstone Advisory
Maryland
$675K
BAM
30
Belpointe Asset Management
Nevada
$663K -$1.01M -11,849 -60%
AI
31
Atria Investments
North Carolina
$509K +$511K +6,027 New
Prudential Financial
32
Prudential Financial
New Jersey
$488K +$46.5K +548 +10%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$485K +$162K +1,907 +50%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$479K -$38.8K -457 -7%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$455K -$35K -412 -7%
9WM
36
9258 Wealth Management
Ohio
$412K
Citigroup
37
Citigroup
New York
$403K -$1.31M -15,469 -76%
LFA
38
LGT Financial Advisors
Texas
$399K
QPW
39
Quantum Private Wealth
Florida
$370K -$2.72K -32 -0.7%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$362K -$38.2K -450 -10%
MWM
41
MGB Wealth Management
Texas
$361K
Ameriprise
42
Ameriprise
Minnesota
$341K +$45.1K +531 +15%
S4W
43
Solutions 4 Wealth
Texas
$298K
Wealthfront Advisers
44
Wealthfront Advisers
California
$293K -$22.1K -261 -7%
WIA
45
World Investment Advisors
California
$247K -$8.99K -106 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$244K -$9.08K -107 -4%
PAG
47
Private Advisor Group
New Jersey
$242K +$244K +2,871 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$240K -$1.34M -15,785 -85%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$231K -$33.7K -397 -13%
NIWA
50
New Insight Wealth Advisors
California
$222K -$47.3K -557 -17%

XHE Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2024, worth a combined $76.2M — down 30% from $108M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 9 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 16 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.73M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 97 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2024, down from 110 in Q1 2024.
  • Funds reported $76.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2024, down 30% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2024 and 21 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $5.73M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.