We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

111 hedge funds and large institutions have $173M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 43.04%44.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 129111 (-18)

26% less capital invested

Capital invested by funds: $235M → $173M (-$62.3M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$93K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$73K -$129K -1,365 -61%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$69K
RAM
79
Riggs Asset Management
Pennsylvania
$68K -$56.8K -603 -43%
FFA
80
Founders Financial Alliance
North Carolina
$68K
RPCA
81
Running Point Capital Advisors
California
$63K
IA
82
IFP Advisors
Florida
$53K
BEI
83
Benjamin Edwards Inc
Missouri
$39K -$2.26K -24 -5%
PA
84
PSI Advisors
Florida
$39K
SC
85
Stephens Consulting
Michigan
$30.2K
ACA
86
Aptus Capital Advisors
Alabama
$25K
SSB
87
Sandy Spring Bank
Maryland
$25K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$24K
FWM
89
Focused Wealth Management
New York
$23K -$9.23K -98 -27%
SWM
90
Spire Wealth Management
Virginia
$21K
US Bancorp
91
US Bancorp
Minnesota
$20K
HI
92
Harbour Investments
Wisconsin
$20K +$21.7K +231 New
TWC
93
TD Waterhouse Canada
Ontario, Canada
$17.4K
BBHC
94
Brown Brothers Harriman & Co
New York
$17K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$17K +$1.79K +19 +11%
TFA
96
Toth Financial Advisory
Virginia
$17K +$18.5K +197 New
CFFP
97
Center for Financial Planning
Michigan
$14K
CHC
98
City Holding Co
West Virginia
$13K
FA
99
Faithward Advisors
Pennsylvania
$11K
CA
100
CoreCap Advisors
Michigan
$11K +$12.6K +134 New

XHE Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2022, worth a combined $173M — down 26% from $235M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $4.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.

  • 111 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $173M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2022 was Citigroup, an estimated $4.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.