We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $391M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more call options, than puts

Call options by funds: $226K | Put options by funds: $30K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more capital invested

Capital invested by funds: $253M → $391M (+$137M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12.94% more ownership

Funds ownership: 53.5%66.44% (+13%)

2% more funds holding

Funds holding: 108110 (+2)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
24
Reduced
38
Closed
16
Calls
$226K
Puts
$30K
Net Calls
+$196K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$448K
MML Investors Services
52
MML Investors Services
Massachusetts
$400K -$33.5K -348 -8%
SFPG
53
Stonebridge Financial Planning Group
Florida
$391K +$382K +3,970 New
DZ Bank
54
DZ Bank
Germany
$374K
FLC
55
Fifth Lane Capital
Texas
$356K +$348K +3,614 New
WIA
56
World Investment Advisors
California
$355K
RFC
57
Regions Financial Corp
Alabama
$344K -$48.2K -500 -13%
CCFM
58
Clear Creek Financial Management
Washington
$329K -$11.1K -115 -3%
Cerity Partners
59
Cerity Partners
New York
$326K +$320K +3,318 New
NFSG
60
Newbridge Financial Services Group
Florida
$325K
PAM
61
PVG Asset Management
Colorado
$323K +$317K +3,287 New
NA
62
NewEdge Advisors
Louisiana
$320K +$309K +3,211 +7,136%
KW
63
KWB Wealth
California
$298K +$292K +3,027 New
Marshall Wace
64
Marshall Wace
United Kingdom
$293K +$287K +2,978 New
IWM
65
IHT Wealth Management
Illinois
$287K -$26.7K -277 -9%
HFRG
66
Houlihan Financial Resource Group
Virginia
$269K +$269K +2,790 New
JPLA
67
Joseph P. Lucia & Associates
New York
$249K -$20.2K -210 -8%
MF
68
Meridian Financial
Massachusetts
$246K
OC
69
Oppenheimer & Co
New York
$243K +$237K +2,465 New
CIBC World Market
70
CIBC World Market
Ontario, Canada
$227K
GFWA
71
Grey Fox Wealth Advisors
Delaware
$224K
FAT
72
First American Trust
California
$222K -$51.3K -533 -19%
Truist Financial
73
Truist Financial
North Carolina
$221K -$8.77K -91 -4%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$218K -$3.66K -38 -2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$194K -$369K -3,828 -66%

XHE Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2023, worth a combined $391M — up 54% from $253M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XHE positions and 16 closed out — a net gain of 3 holders — while 24 added to existing stakes and 38 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $69M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2023, up from 108 in Q1 2023.
  • Funds reported $391M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2023, up 54% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2023 was Phoenix Financial, an estimated $69M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.