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State Street SPDR S&P Health Care Equipment ETF
XHE

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: 110 → 97 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.73M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.28M
3
AI
Atria Investments
North Carolina
+$511K
4
PAG
Private Advisor Group
New Jersey
+$244K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$208K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.2M
2
MFA
Millington Financial Advisors
Illinois
-$2.75M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.86M
4
GS
GTS Securities
New York
-$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$15.8K -$11.7K -138 -42%
NFSG
77
Newbridge Financial Services Group
Florida
$15.4K -$106K -1,244 -87%
CFFP
78
Center for Financial Planning
Michigan
$13.5K – – –
US Bancorp
79
US Bancorp
Minnesota
$13.5K – – –
PS
80
Principal Securities
Iowa
$9.54K – – –
SIS
81
Sound Income Strategies
Florida
$9.29K – – –
Comerica Bank
82
Comerica Bank
Texas
$8.78K -$85 -1 -1%
GRP
83
Global Retirement Partners
California
$8.53K -$10.2K -120 -54%
AF
84
Advisornet Financial
Minnesota
$8.44K – – –
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$7.93K -$1.87K -22 -19%
SPIA
86
Steward Partners Investment Advisory
New York
$7.09K – – –
OWA
87
Opal Wealth Advisors
New York
$6.5K +$6.53K +77 New
NS
88
NBC Securities
Alabama
$6K – – –
IAIM
89
International Assets Investment Management
Florida
$5.91K +$5.94K +70 New
LIA
90
Lynx Investment Advisory
District of Columbia
$4.22K +$4.24K +50 New
ATPW
91
Ashton Thomas Private Wealth
Arizona
$3.38K +$3.39K +40 New
CPBTD
92
Central Pacific Bank - Trust Division
Hawaii
$2.53K – – –
ACA
93
Aptus Capital Advisors
Alabama
$2.11K +$2.12K +25 New
IA
94
IFP Advisors
Florida
$2.03K +$2.04K +24 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$2K -$4.24K -50 -67%
CAM
96
Creekmur Asset Management
Illinois
$1.69K – – –
FHC
97
First Heartland Consultants
Missouri
$488 +$168K +1,983 +52%
MFA
98
Millington Financial Advisors
Illinois
– -$2.75M -31,253 Closed
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
– -$1.86M -21,171 Closed
GS
100
GTS Securities
New York
– -$1.46M -16,608 Closed
1 2 3
4
5

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.