We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

111 hedge funds and large institutions have $173M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 43.04%44.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 129111 (-18)

26% less capital invested

Capital invested by funds: $235M → $173M (-$62.3M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
World Investment Advisors
California
$354K -$16.9K -180 -5%
RFC
52
Regions Financial Corp
Alabama
$339K
OCM
53
One Capital Management
California
$336K -$9.7K -103 -3%
DZ Bank
54
DZ Bank
Germany
$322K
Wealthfront Advisers
55
Wealthfront Advisers
California
$318K +$353K +3,748 New
CCFM
56
Clear Creek Financial Management
Washington
$317K +$14.7K +156 +4%
RC
57
RegentAtlantic Capital
New Jersey
$314K +$348K +3,700 New
IWM
58
IHT Wealth Management
Illinois
$265K -$51.9K -551 -15%
KAS
59
Kestra Advisory Services
Texas
$254K +$282K +2,991 New
NFSG
60
Newbridge Financial Services Group
Florida
$251K -$10.5K -111 -4%
Truist Financial
61
Truist Financial
North Carolina
$242K -$154K -1,631 -36%
JPLA
62
Joseph P. Lucia & Associates
New York
$238K
MF
63
Meridian Financial
Massachusetts
$219K +$28.2K +300 +13%
MSAM
64
Moloney Securities Asset Management
Missouri
$208K -$19.9K -211 -8%
EH
65
Equitable Holdings
New York
$206K -$507K -5,383 -69%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$181K -$79.4K -843 -28%
AWM
67
Accel Wealth Management
Iowa
$173K
Franklin Resources
68
Franklin Resources
California
$149K
ASBI
69
American State Bank (Iowa)
Iowa
$138K
CF
70
Centaurus Financial
California
$133K +$6.78K +72 +5%
SWM
71
SeaCrest Wealth Management
New York
$119K +$132K +1,400 New
JHCP
72
Jackson Hole Capital Partners
Oklahoma
$110K
MIFH
73
Migdal Insurance & Financial Holdings
Israel
$110K +$122K +1,300 New
PTC
74
Private Trust Company
Ohio
$106K +$118K +1,249 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$102K

XHE Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2022, worth a combined $173M — down 26% from $235M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $4.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.

  • 111 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $173M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2022 was Citigroup, an estimated $4.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.