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State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $108M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 102110 (+8)

2% more call options, than puts

Call options by funds: $431K | Put options by funds: $422K

17.38% less ownership

Funds ownership: 54.12%36.74% (-17%)

44% less capital invested

Capital invested by funds: $195M → $108M (-$86.4M)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
44
Closed
8
Calls
$431K
Puts
$422K
Net Calls
+$9K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$339K +$209K +2,465 +179%
Citadel Advisors
52
Citadel Advisors
Florida
$336K -$776K -9,145 -71%
FHC
53
First Heartland Consultants
Missouri
$334K +$322K +3,795 New
Wealthfront Advisers
54
Wealthfront Advisers
California
$328K -$68.6K -808 -18%
S4W
55
Solutions 4 Wealth
Texas
$311K
Ameriprise
56
Ameriprise
Minnesota
$308K -$38.4K -452 -11%
NIWA
57
New Insight Wealth Advisors
California
$281K -$9.85K -116 -4%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$275K -$1.27K -15 -0.5%
WIA
59
World Investment Advisors
California
$267K +$4.92K +58 +2%
MML Investors Services
60
MML Investors Services
Massachusetts
$264K -$90.6K -1,067 -26%
BFAG
61
Blackston Financial Advisory Group
Florida
$264K -$125K -1,478 -33%
Truist Financial
62
Truist Financial
North Carolina
$245K +$19.9K +235 +9%
BMCM
63
Bryn Mawr Capital Management
Pennsylvania
$245K -$53.3K -628 -18%
VCM
64
Vivaldi Capital Management
Illinois
$236K +$235K +2,771 New
Marshall Wace
65
Marshall Wace
United Kingdom
$233K -$332K -3,909 -60%
MF
66
Meridian Financial
Massachusetts
$229K
TSS
67
Two Sigma Securities
New York
$216K -$13K -153 -6%
AI
68
AXS Investments
New York
$209K -$22.5K -265 -10%
Simplex Trading
69
Simplex Trading
Illinois
$173K +$140K +1,645 +503%
Franklin Resources
70
Franklin Resources
California
$154K
NFSG
71
Newbridge Financial Services Group
Florida
$125K -$94.6K -1,115 -44%
SS
72
Sunbelt Securities
Texas
$115K
JHCP
73
Jackson Hole Capital Partners
Oklahoma
$114K
HI
74
Harbour Investments
Wisconsin
$102K -$509 -6 -0.5%
RAM
75
Riggs Asset Management
Pennsylvania
$70.8K

XHE Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2024, worth a combined $108M — down 44% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XHE positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.15M. The largest seller was Phoenix Financial, exiting entirely with an estimated $48.2M sold.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2024, up from 102 in Q4 2023.
  • Funds reported $108M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2024, down 44% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.15M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2024 was Phoenix Financial, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2024.