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State Street SPDR S&P Health Care Equipment ETF

78 hedge funds and large institutions have $43.3M invested in State Street SPDR S&P Health Care Equipment ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 7878 (0)

5.4% less ownership

Funds ownership: 35.12%29.72% (-5.4%)

26% less capital invested

Capital invested by funds: $58.5M → $43.3M (-$15.2M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 34

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$398K +$404K +5,049 New
Wealthfront Advisers
27
Wealthfront Advisers
California
$387K +$144K +1,803 +58%
WA
28
Waverly Advisors
Alabama
$382K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$337K -$112K -1,400 -25%
Wells Fargo
30
Wells Fargo
California
$335K -$909K -11,372 -73%
MIC
31
Means Investment Company
Maine
$330K -$58.5K -732 -15%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$283K -$237K -2,965 -45%
S4W
33
Solutions 4 Wealth
Texas
$278K
IWM
34
IHT Wealth Management
Illinois
$255K +$259K +3,240 New
VCM
35
Vivaldi Capital Management
Illinois
$253K +$16.7K +209 +7%
MWM
36
MGB Wealth Management
Texas
$212K -$37.9K -474 -15%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$205K +$2K +25 +1%
JP Morgan Chase
38
JP Morgan Chase
New York
$163K -$7.51K -94 -4%
Franklin Resources
39
Franklin Resources
California
$138K
SS
40
Sunbelt Securities
Texas
$116K +$80 +1 +0.1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$110K -$4.48K -56 -4%
JHCP
42
Jackson Hole Capital Partners
Oklahoma
$102K
Citigroup
43
Citigroup
New York
$93.5K -$447K -5,588 -82%
CIAS
44
Capital Investment Advisory Services
North Carolina
$93K +$24K +300 +34%
HI
45
Harbour Investments
Wisconsin
$91.7K
ASN
46
Advisory Services Network
Georgia
$81.9K +$83.1K +1,040 New
SAM
47
Sherman Asset Management
California
$51.2K -$60.4K -755 -54%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$42.8K -$16.9K -211 -28%
AAS
49
Ameritas Advisory Services
Nebraska
$42.1K -$66.5K -832 -61%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$39.3K -$2.64K -33 -6%

XHE Hedge Fund Activity: Q3 2025 in Review

78 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2025, worth a combined $43.3M — down 26% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XHE positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 34 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $766K. The largest seller was Morgan Stanley, cutting an estimated $4.06M.

  • 78 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $43.3M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2025, down 26% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $766K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2025 was Morgan Stanley, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2025.