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State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $391M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more call options, than puts

Call options by funds: $226K | Put options by funds: $30K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more capital invested

Capital invested by funds: $253M → $391M (+$137M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12.94% more ownership

Funds ownership: 53.5%66.44% (+13%)

2% more funds holding

Funds holding: 108110 (+2)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
24
Reduced
38
Closed
16
Calls
$226K
Puts
$30K
Net Calls
+$196K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$18K +$2.41K +25 +16%
US Bancorp
102
US Bancorp
Minnesota
$17.2K
CFFP
103
Center for Financial Planning
Michigan
$15.7K
WP
104
WealthPLAN Partners
Nebraska
$11.4K +$96 +1 +0.9%
AF
105
Advisornet Financial
Minnesota
$9.84K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$9K -$15.9K -165 -64%
SPIA
107
Steward Partners Investment Advisory
New York
$8.27K -$2.21K -23 -21%
GRP
108
Global Retirement Partners
California
$6.99K
CSWM
109
Cassady Schiller Wealth Management
Ohio
$5.51K
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$1.97K +$1.93K +20 New
SSA
111
Schonfeld Strategic Advisors
New York
-$749K -8,001 Closed
SPC
112
Sigma Planning Corp
Michigan
-$461K -4,925 Closed
Corient Private Wealth
113
Corient Private Wealth
Florida
-$356K -3,800 Closed
MSAM
114
Moloney Securities Asset Management
Missouri
-$213K -2,278 Closed
OCM
115
One Capital Management
California
-$205K -2,188 Closed
AWM
116
Accel Wealth Management
Iowa
-$185K -1,972 Closed
AAS
117
Ameritas Advisory Services
Nebraska
-$135K -1,439 Closed
PTC
118
Private Trust Company
Ohio
-$117K -1,249 Closed
FMP
119
Financial Management Professionals
Texas
-$117K -1,245 Closed
FFA
120
Founders Financial Alliance
North Carolina
-$74.9K -800 Closed
BBHC
121
Brown Brothers Harriman & Co
New York
-$18.7K -200 Closed
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
-$16.8K -180 Closed
CHC
123
City Holding Co
West Virginia
-$14K -150 Closed
CG
124
Cutler Group
California
-$9K -100 Closed
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
-$4.68K -50 Closed

XHE Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2023, worth a combined $391M — up 54% from $253M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XHE positions and 16 closed out — a net gain of 3 holders — while 24 added to existing stakes and 38 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $69M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2023, up from 108 in Q1 2023.
  • Funds reported $391M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2023, up 54% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2023 was Phoenix Financial, an estimated $69M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.