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State Street SPDR S&P Health Care Equipment ETF

88 hedge funds and large institutions have $83M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $81K | Put options by funds: $9K

9% more capital invested

Capital invested by funds: $76.2M → $83M (+$6.82M)

5.7% more ownership

Funds ownership: 31.32%37.01% (+5.7%)

9% less funds holding

Funds holding: 9788 (-9)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
35
Closed
11
Calls
$81K
Puts
$9K
Net Calls
+$72K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
51
Meridian Financial
Massachusetts
$233K -$2.26K -26 -1%
Ameriprise
52
Ameriprise
Minnesota
$231K -$129K -1,487 -37%
QPW
53
Quantum Private Wealth
Florida
$226K -$164K -1,884 -43%
VCM
54
Vivaldi Capital Management
Illinois
$219K -$15.2K -175 -7%
Truist Financial
55
Truist Financial
North Carolina
$205K -$10.1K -116 -5%
Franklin Resources
56
Franklin Resources
California
$154K
SS
57
Sunbelt Securities
Texas
$118K
JHCP
58
Jackson Hole Capital Partners
Oklahoma
$117K
Jones Financial Companies
59
Jones Financial Companies
Missouri
$108K +$88K +1,012 +541%
HI
60
Harbour Investments
Wisconsin
$105K
RAM
61
Riggs Asset Management
Pennsylvania
$72.9K
CIAS
62
Capital Investment Advisory Services
North Carolina
$70.6K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$67.8K -$2.09K -24 -3%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$46.8K -$19.1K -220 -73%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$45.7K +$1.39K +16 +3%
WT
66
Washington Trust
Rhode Island
$36.5K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$34.2K
PWMG
68
Prestige Wealth Management Group
New Jersey
$29.8K +$435 +5 +2%
YDMI
69
Y.D. More Investments
Israel
$27.6K
SSB
70
Sandy Spring Bank
Maryland
$27.2K
CA
71
CoreCap Advisors
Michigan
$22.3K
NA
72
NewEdge Advisors
Louisiana
$19.9K
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K -$97.1K -1,116 -85%
IF
74
Integrity Financial
Wyoming
$17.7K -$783 -9 -4%
RIA
75
Realta Investment Advisors
Delaware
$17.6K

XHE Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2024, worth a combined $83M — up 9% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XHE and 3 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $3.83M. The largest seller was Royal Fund Management, cutting an estimated $1.93M.

  • 88 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $83M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2024 and 11 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.83M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2024 was Royal Fund Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.