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State Street SPDR S&P Health Care Equipment ETF

97 hedge funds and large institutions have $76.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $25K | Put options by funds: $17K

5.42% less ownership

Funds ownership: 36.74%31.32% (-5.4%)

12% less funds holding

Funds holding: 11097 (-13)

30% less capital invested

Capital invested by funds: $108M → $76.2M (-$32M)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

61% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 41

Holders
97
Holders Change
-13
Holders Change %
-11.82%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
41
Closed
21
Calls
$25K
Puts
$17K
Net Calls
+$8K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
51
Meridian Financial
Massachusetts
$220K
VCM
52
Vivaldi Capital Management
Illinois
$219K -$14.9K -175 -6%
Truist Financial
53
Truist Financial
North Carolina
$201K -$34.3K -404 -14%
Franklin Resources
54
Franklin Resources
California
$148K
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K +$94.7K +1,116 +558%
SS
56
Sunbelt Securities
Texas
$110K
JHCP
57
Jackson Hole Capital Partners
Oklahoma
$109K
HI
58
Harbour Investments
Wisconsin
$98.3K
RAM
59
Riggs Asset Management
Pennsylvania
$68K
CIAS
60
Capital Investment Advisory Services
North Carolina
$65.8K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$65.2K -$1.19K -14 -2%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$41.3K -$17K -200 -29%
IGWM
63
ICA Group Wealth Management
Colorado
$36.3K +$9.84K +116 +37%
WT
64
Washington Trust
Rhode Island
$34K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$31.9K
PWMG
66
Prestige Wealth Management Group
New Jersey
$27.3K +$339 +4 +1%
YDMI
67
Y.D. More Investments
Israel
$25.8K
SSB
68
Sandy Spring Bank
Maryland
$25.3K
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$25.3K +$25.5K +300 New
SWM
70
Spire Wealth Management
Virginia
$21.1K
CA
71
CoreCap Advisors
Michigan
$20.8K
NA
72
NewEdge Advisors
Louisiana
$18.6K +$14.9K +175 +389%
IF
73
Integrity Financial
Wyoming
$17.3K -$12.2K -144 -41%
RIA
74
Realta Investment Advisors
Delaware
$16.9K
CA
75
Continuum Advisory
Idaho
$16.3K

XHE Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2024, worth a combined $76.2M — down 30% from $108M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 9 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 16 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.73M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 97 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2024, down from 110 in Q1 2024.
  • Funds reported $76.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2024, down 30% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2024 and 21 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $5.73M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.