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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$69.2K +$16.5K +194 +33%
CIAS
77
Capital Investment Advisory Services
North Carolina
$68.6K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$60.6K +$5.26K +62 +10%
SL
79
Salomon & Ludwin
Virginia
$55.8K
WT
80
Washington Trust
Rhode Island
$35.4K +$34.2K +403 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$33.2K
IF
82
Integrity Financial
Wyoming
$30.6K -$3.31K -39 -10%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$28.6K +$25K +295 +983%
PWMG
84
Prestige Wealth Management Group
New Jersey
$28.1K -$934 -11 -3%
IGWM
85
ICA Group Wealth Management
Colorado
$27.6K +$13.1K +154 +96%
YDMI
86
Y.D. More Investments
Israel
$26.9K
SSB
87
Sandy Spring Bank
Maryland
$26.4K
SWM
88
Spire Wealth Management
Virginia
$22K
CA
89
CoreCap Advisors
Michigan
$21.6K +$20.9K +246 New
GRP
90
Global Retirement Partners
California
$19.4K
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K -$546K -6,438 -97%
RIA
92
Realta Investment Advisors
Delaware
$17.6K +$17K +200 New
CA
93
Continuum Advisory
Idaho
$16.5K +$16.4K +193 New
CFFP
94
Center for Financial Planning
Michigan
$14.1K
US Bancorp
95
US Bancorp
Minnesota
$14.1K
CFGS
96
Concourse Financial Group Securities
Alabama
$10.6K
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$10.2K -$5.43K -64 -36%
PS
98
Principal Securities
Iowa
$9.94K +$6.54K +77 +214%
SIS
99
Sound Income Strategies
Florida
$9.67K +$9.34K +110 New
Comerica Bank
100
Comerica Bank
Texas
$9.23K -$4.67K -55 -34%

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.