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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
CA
76
Continuum Advisory
Idaho
$17.2K
US Bancorp
77
US Bancorp
Minnesota
$14.5K
PS
78
Principal Securities
Iowa
$10.2K
SIS
79
Sound Income Strategies
Florida
$9.96K
Comerica Bank
80
Comerica Bank
Texas
$9.41K
GRP
81
Global Retirement Partners
California
$9.14K
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$8.6K +$87 +1 +1%
SPIA
83
Steward Partners Investment Advisory
New York
$7.6K
NS
84
NBC Securities
Alabama
$6K
CPBTD
85
Central Pacific Bank - Trust Division
Hawaii
$2.35K -$348 -4 -13%
ACA
86
Aptus Capital Advisors
Alabama
$2.26K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$2K
CAM
88
Creekmur Asset Management
Illinois
$1.81K
LFA
89
LGT Financial Advisors
Texas
-$399K -4,727 Closed
NIWA
90
New Insight Wealth Advisors
California
-$222K -2,635 Closed
SWM
91
Spire Wealth Management
Virginia
-$21.1K -250 Closed
NFSG
92
Newbridge Financial Services Group
Florida
-$15.4K -182 Closed
CFFP
93
Center for Financial Planning
Michigan
-$13.5K -160 Closed
AF
94
Advisornet Financial
Minnesota
-$8.44K -100 Closed
OWA
95
Opal Wealth Advisors
New York
-$6.5K -77 Closed
IAIM
96
International Assets Investment Management
Florida
-$5.91K -70 Closed
LIA
97
Lynx Investment Advisory
District of Columbia
-$4.22K -50 Closed
ATPW
98
Ashton Thomas Private Wealth
Arizona
-$3.38K -40 Closed
IA
99
IFP Advisors
Florida
-$2.03K -24 Closed

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.