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State Street SPDR S&P Health Care Equipment ETF

134 hedge funds and large institutions have $420M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 53.23%52.58% (-0.65%)

3% less capital invested

Capital invested by funds: $432M → $420M (-$12.1M)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
45
Reduced
31
Closed
15
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
101
Vontobel Holding
Switzerland
$96K +$98.3K +770 New
RPCA
102
Running Point Capital Advisors
California
$93K
CFA
103
Carroll Financial Associates
North Carolina
$78K -$8.04K -63 -9%
EVM
104
Eaton Vance Management
Massachusetts
$75K
MWM
105
Mascoma Wealth Management
New Hampshire
$68K +$69.5K +544 New
PA
106
PSI Advisors
Florida
$57K +$58.1K +455 New
BEI
107
Benjamin Edwards Inc
Missouri
$56K -$894 -7 -2%
AWMS
108
Advocacy Wealth Management Services
Georgia
$50K -$25.9K -203 -34%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$46K -$200K -1,563 -81%
US Bancorp
110
US Bancorp
Minnesota
$46K -$42.3K -331 -48%
FWM
111
Focused Wealth Management
New York
$46K -$3.58K -28 -7%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$35K
SWM
113
Spire Wealth Management
Virginia
$31K -$87.3K -684 -73%
FHA
114
First Horizon Advisors
Tennessee
$26K
IWP
115
IAG Wealth Partners
Wisconsin
$24K
S
116
SignatureFD
Georgia
$21K
CFFP
117
Center for Financial Planning
Michigan
$20K
JCM
118
Jacobi Capital Management
Pennsylvania
$20K
CHC
119
City Holding Co
West Virginia
$19K
FA
120
Faithward Advisors
Pennsylvania
$16K
SIC
121
Salem Investment Counselors
North Carolina
$16K +$16K +125 New
CFGS
122
Concourse Financial Group Securities
Alabama
$14K -$6.77K -53 -33%
ACA
123
Aptus Capital Advisors
Alabama
$13K
CWA
124
Clearview Wealth Advisors
Oregon
$13K
GWM
125
Geneos Wealth Management
Colorado
$13K

XHE Hedge Fund Activity: Q3 2021 in Review

134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2021, worth a combined $420M — down 2.8% from $432M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XHE positions and 15 closed out — a net gain of 3 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $9.23M. The largest seller was Psagot Value Holdings, cutting an estimated $11.7M.

  • 134 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $420M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2021 was Meitav Investment House, an estimated $9.23M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2021 was Psagot Value Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.