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State Street SPDR S&P Health Care Equipment ETF

134 hedge funds and large institutions have $420M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 53.23%52.58% (-0.65%)

3% less capital invested

Capital invested by funds: $432M → $420M (-$12.1M)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
45
Reduced
31
Closed
15
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Calton & Associates
Florida
$750K +$341K +2,671 +80%
NFG
52
Next Financial Group
Texas
$723K +$2.94K +23 +0.4%
MSFS
53
Main Street Financial Solutions
Pennsylvania
$710K -$5.62K -44 -0.8%
SPC
54
Sigma Planning Corp
Michigan
$709K +$54.9K +430 +8%
9WM
55
9258 Wealth Management
Ohio
$666K
PP
56
Professional Planning
California
$552K -$11.9K -93 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$551K +$122K +959 +28%
NFSG
58
Newbridge Financial Services Group
Florida
$541K +$84.4K +661 +18%
NFC
59
Northeast Financial Consultants
Connecticut
$535K
Citigroup
60
Citigroup
New York
$500K -$830K -6,498 -62%
RFC
61
Regions Financial Corp
Alabama
$500K
WIA
62
World Investment Advisors
California
$478K +$46.9K +367 +11%
DZ Bank
63
DZ Bank
Germany
$475K
CCFM
64
Clear Creek Financial Management
Washington
$446K -$28.7K -225 -6%
RC
65
RegentAtlantic Capital
New Jersey
$413K
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$409K
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$375K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$368K
SFG
69
Summit Financial Group
West Virginia
$365K -$11.9K -93 -3%
LWAC
70
Laurel Wealth Advisors (California)
California
$363K +$78.1K +612 +27%
JPLA
71
Joseph P. Lucia & Associates
New York
$351K
MSAM
72
Moloney Securities Asset Management
Missouri
$334K -$9.07K -71 -3%
CF
73
Centaurus Financial
California
$332K +$92.8K +727 +38%
PIA
74
Perennial Investment Advisors
California
$280K +$89.4K +700 +45%
AWA
75
Acorn Wealth Advisors
Michigan
$278K -$25.3K -198 -8%

XHE Hedge Fund Activity: Q3 2021 in Review

134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2021, worth a combined $420M — down 2.8% from $432M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XHE positions and 15 closed out — a net gain of 3 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $9.23M. The largest seller was Psagot Value Holdings, cutting an estimated $11.7M.

  • 134 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $420M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2021 was Meitav Investment House, an estimated $9.23M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2021 was Psagot Value Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.