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State Street SPDR S&P Health Care Equipment ETF

134 hedge funds and large institutions have $420M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 53.23%52.58% (-0.65%)

3% less capital invested

Capital invested by funds: $432M → $420M (-$12.1M)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
45
Reduced
31
Closed
15
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$264K -$14.7K -115 -5%
SWP
77
Stratos Wealth Partners
Ohio
$264K +$4.47K +35 +2%
VWM
78
Vigilare Wealth Management
Arizona
$263K -$36.4K -285 -12%
LFAS
79
Level Four Advisory Services
Texas
$250K +$3.96K +31 +2%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$248K
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$239K +$19.7K +154 +9%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$235K -$6.51K -51 -3%
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$235K +$240K +1,880 New
BFA
84
Beacon Financial Advisory
Ohio
$232K
CA
85
Cetera Advisors
Colorado
$231K -$88.2K -691 -27%
Creative Planning
86
Creative Planning
Kansas
$231K +$236K +1,846 New
HAS
87
HBW Advisory Services
California
$221K
Franklin Resources
88
Franklin Resources
California
$219K
ASBI
89
American State Bank (Iowa)
Iowa
$202K
TRCT
90
Tower Research Capital (TRC)
New York
$197K +$201K +1,575 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$173K -$19.9K -156 -11%
JHCP
92
Jackson Hole Capital Partners
Oklahoma
$162K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$160K
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$140K +$143K +1,122 New
AF
95
Advisornet Financial
Minnesota
$138K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$122K +$14.4K +113 +13%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$117K +$8.55K +67 +8%
TCWM
98
Total Clarity Wealth Management
Illinois
$114K +$116K +911 New
KPCM
99
Kings Point Capital Management
New York
$110K
FFA
100
Founders Financial Alliance
North Carolina
$100K

XHE Hedge Fund Activity: Q3 2021 in Review

134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2021, worth a combined $420M — down 2.8% from $432M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XHE positions and 15 closed out — a net gain of 3 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $9.23M. The largest seller was Psagot Value Holdings, cutting an estimated $11.7M.

  • 134 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $420M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2021 was Meitav Investment House, an estimated $9.23M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2021 was Psagot Value Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.