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State Street SPDR S&P Health Care Equipment ETF

131 hedge funds and large institutions have $432M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2% more funds holding

Funds holding: 128131 (+3)

1% more capital invested

Capital invested by funds: $427M → $432M (+$5.22M)

2.17% less ownership

Funds ownership: 55.4%53.23% (-2.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
46
Reduced
39
Closed
9
Calls
$491K
Puts
Net Calls
+$491K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$13.3K +108 +14%
FFA
102
Founders Financial Alliance
North Carolina
$103K
AIC
103
Ayalon Insurance Company
Israel
$101K +$41K +334 +76%
RPCA
104
Running Point Capital Advisors
California
$96K
US Bancorp
105
US Bancorp
Minnesota
$90K -$13.4K -109 -14%
CFA
106
Carroll Financial Associates
North Carolina
$89K -$2.21K -18 -3%
AWMS
107
Advocacy Wealth Management Services
Georgia
$78K -$8.41M -68,563 -99%
EVM
108
Eaton Vance Management
Massachusetts
$78K
BEI
109
Benjamin Edwards Inc
Missouri
$59K +$245 +2 +0.4%
FWM
110
Focused Wealth Management
New York
$51K -$368 -3 -0.8%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$36K
FHA
112
First Horizon Advisors
Tennessee
$27K +$1.23K +10 +5%
IWP
113
IAG Wealth Partners
Wisconsin
$25K +$10.9K +89 +89%
CFGS
114
Concourse Financial Group Securities
Alabama
$21K -$4.42K -36 -18%
CFFP
115
Center for Financial Planning
Michigan
$21K
JCM
116
Jacobi Capital Management
Pennsylvania
$21K
S
117
SignatureFD
Georgia
$21K +$20.2K +165 New
CHC
118
City Holding Co
West Virginia
$19K
FA
119
Faithward Advisors
Pennsylvania
$17K
UBS AM
120
UBS AM
Illinois
$13.4K +$12.8K +104 New
GWM
121
Geneos Wealth Management
Colorado
$13K -$2.33K -19 -15%
ACA
122
Aptus Capital Advisors
Alabama
$13K
CWA
123
Clearview Wealth Advisors
Oregon
$13K
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$10K
APA
125
American Portfolios Advisors
New York
$9.69K

XHE Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2021, worth a combined $432M — up 1.2% from $427M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XHE positions and 9 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $695K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.41M.

  • 131 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $432M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2021 and 9 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2021 was Osaic Holdings, an estimated $695K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2021 was Advocacy Wealth Management Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2021.