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State Street SPDR S&P Health Care Equipment ETF

131 hedge funds and large institutions have $432M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2% more funds holding

Funds holding: 128131 (+3)

1% more capital invested

Capital invested by funds: $427M → $432M (+$5.22M)

2.17% less ownership

Funds ownership: 55.4%53.23% (-2.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
46
Reduced
39
Closed
9
Calls
$491K
Puts
Net Calls
+$491K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
Professional Planning
California
$582K -$59K -481 -10%
NFC
52
Northeast Financial Consultants
Connecticut
$552K
RFC
53
Regions Financial Corp
Alabama
$517K +$491K +4,000 New
DZ Bank
54
DZ Bank
Germany
$491K
CCFM
55
Clear Creek Financial Management
Washington
$489K +$465K +3,786 New
NFSG
56
Newbridge Financial Services Group
Florida
$473K +$176K +1,432 +64%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$469K -$852K -6,940 -66%
WIA
58
World Investment Advisors
California
$446K +$31.2K +254 +8%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$445K -$5.64K -46 -1%
PAG
60
Private Advisor Group
New Jersey
$443K -$594K -4,838 -59%
CA
61
Calton & Associates
Florida
$432K +$173K +1,409 +74%
RC
62
RegentAtlantic Capital
New Jersey
$426K +$405K +3,300 New
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$421K -$130K -1,063 -25%
SFG
64
Summit Financial Group
West Virginia
$390K
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K +$368K +3,000 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$380K +$36.2K +295 +11%
JPLA
67
Joseph P. Lucia & Associates
New York
$362K +$136K +1,106 +65%
MSAM
68
Moloney Securities Asset Management
Missouri
$354K -$2.45K -20 -0.7%
CA
69
Cetera Advisors
Colorado
$328K +$311K +2,535 New
AWA
70
Acorn Wealth Advisors
Michigan
$313K -$6.38K -52 -2%
VWM
71
Vigilare Wealth Management
Arizona
$308K +$41.1K +335 +16%
LWAC
72
Laurel Wealth Advisors (California)
California
$295K +$281K +2,286 New
OC
73
Oppenheimer & Co
New York
$287K
SWP
74
Stratos Wealth Partners
Ohio
$268K -$23.9K -195 -9%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$256K +$1.84K +15 +0.8%

XHE Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2021, worth a combined $432M — up 1.2% from $427M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XHE positions and 9 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $695K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.41M.

  • 131 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $432M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2021 was Osaic Holdings, an estimated $695K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2021 was Advocacy Wealth Management Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2021.