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State Street SPDR S&P Health Care Equipment ETF

86 hedge funds and large institutions have $70.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% more ownership

Funds ownership: 37.21%40.12% (+2.9%)

3% less funds holding

Funds holding: 8986 (-3)

11% less capital invested

Capital invested by funds: $79.1M → $70.2M (-$8.84M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
26
Closed
8
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$619K -$221K -2,477 -25%
Citadel Advisors
27
Citadel Advisors
Florida
$605K +$56.8K +636 +9%
Citigroup
28
Citigroup
New York
$551K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$478K -$43.5K -487 -8%
MIC
30
Means Investment Company
Maine
$420K -$586K -6,557 -56%
WA
31
Waverly Advisors
Alabama
$399K
SCA
32
Snowden Capital Advisors
New York
$375K +$407K +4,557 New
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$348K -$120K -1,341 -24%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$328K -$1.07M -11,978 -75%
S4W
35
Solutions 4 Wealth
Texas
$291K
VCM
36
Vivaldi Capital Management
Illinois
$289K +$67.6K +756 +27%
MWM
37
MGB Wealth Management
Texas
$276K -$51.6K -577 -15%
FH
38
Financial Harvest
Florida
$253K +$244K +2,728 New
BHB
39
Bank Hapoalim BM
Israel
$249K -$51.6K -577 -16%
Wealthfront Advisers
40
Wealthfront Advisers
California
$239K -$120K -1,342 -32%
SAM
41
Sherman Asset Management
California
$229K +$93.1K +1,042 +60%
GS
42
GTS Securities
New York
$223K
HF
43
HRT Financial
New York
$220K +$240K +2,681 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$212K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$209K
QPW
46
Quantum Private Wealth
Florida
$206K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$152K +$21.7K +243 +15%
Franklin Resources
48
Franklin Resources
California
$144K
SS
49
Sunbelt Securities
Texas
$120K
JHCP
50
Jackson Hole Capital Partners
Oklahoma
$106K

XHE Hedge Fund Activity: Q1 2025 in Review

86 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2025, worth a combined $70.2M — down 11% from $79.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XHE and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $9.78M. The largest seller was Goldman Sachs, cutting an estimated $6.76M.

  • 86 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2025, down from 89 in Q4 2024.
  • Funds reported $70.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2025 was Morgan Stanley, an estimated $9.78M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2025 was Goldman Sachs, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2025.