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State Street SPDR S&P Health Care Equipment ETF

88 hedge funds and large institutions have $83M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $81K | Put options by funds: $9K

9% more capital invested

Capital invested by funds: $76.2M → $83M (+$6.82M)

5.7% more ownership

Funds ownership: 31.32%37.01% (+5.7%)

9% less funds holding

Funds holding: 9788 (-9)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
35
Closed
11
Calls
$81K
Puts
$9K
Net Calls
+$72K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$931K -$51.7K -594 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$918K +$150K +1,725 +20%
NFC
28
Northeast Financial Consultants
Connecticut
$915K -$149K -1,710 -14%
CA
29
Cornerstone Advisory
Maryland
$724K
Citigroup
30
Citigroup
New York
$675K +$233K +2,683 +56%
BAM
31
Belpointe Asset Management
Nevada
$674K -$35.5K -408 -5%
BHB
32
Bank Hapoalim BM
Israel
$631K -$122K -1,405 -17%
AI
33
Atria Investments
North Carolina
$603K +$54.9K +631 +10%
FTUS
34
Flow Traders U.S.
New York
$583K +$560K +6,438 New
FHC
35
First Heartland Consultants
Missouri
$548K +$24.2K +278 +5%
Prudential Financial
36
Prudential Financial
New Jersey
$531K +$7.22K +83 +1%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$476K -$11.2K -129 -2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$462K -$53K -609 -11%
9WM
39
9258 Wealth Management
Ohio
$439K -$2.17K -25 -0.5%
RFM
40
Royal Fund Management
Florida
$425K -$1.93M -22,242 -83%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$402K -$107K -1,226 -22%
Wealthfront Advisers
42
Wealthfront Advisers
California
$360K +$44.3K +509 +15%
MWM
43
MGB Wealth Management
Texas
$356K -$19.5K -224 -5%
S4W
44
Solutions 4 Wealth
Texas
$320K
MSFS
45
Main Street Financial Solutions
Pennsylvania
$271K -$112K -1,290 -30%
WIA
46
World Investment Advisors
California
$265K +$174 +2 +0.1%
PAG
47
Private Advisor Group
New Jersey
$256K -$3.91K -45 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$252K -$10K -115 -4%
GS
49
GTS Securities
New York
$245K +$236K +2,711 New
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$242K

XHE Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2024, worth a combined $83M — up 9% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XHE and 3 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $3.83M. The largest seller was Royal Fund Management, cutting an estimated $1.93M.

  • 88 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $83M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2024 and 11 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.83M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2024 was Royal Fund Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.