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State Street SPDR S&P Health Care Equipment ETF
XHE

102 hedge funds and large institutions have $195M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $253K | Put options by funds: $202K

4.88% more ownership

Funds ownership: 49.24% → 54.12% (+4.9%)

2% less capital invested

Capital invested by funds: $199M → $195M (-$3.94M)

5% less funds holding

Funds holding: 107 → 102 (-5)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
39
Closed
21
Calls
$253K
Puts
$202K
Net Calls
+$51K
Net Calls Change
-$238K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.31M
3
Citigroup
Citigroup
New York
+$1.99M
4
TI
Tidal Investments
Wisconsin
+$1.57M
5
SA
SFI Advisors
New Jersey
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$36.3M
2
FAIM
Financial Advocates Investment Management
Washington
-$3.05M
3
Ameriprise
Ameriprise
Minnesota
-$2.56M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.86M
5
LPL Financial
LPL Financial
California
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$2.53K +$2.24K +30 New
CAM
102
Creekmur Asset Management
Illinois
$1.69K +$1.49K +20 New
FAIM
103
Financial Advocates Investment Management
Washington
– -$3.05M -33,270 Closed
Millennium Management
104
Millennium Management
New York
– -$1.16M -14,896 Closed
Walleye Capital
105
Walleye Capital
New York
– -$556K -7,126 Closed
MFG
106
Merit Financial Group
Georgia
– -$497K -6,371 Closed
FTUS
107
Flow Traders U.S.
New York
– -$323K -4,137 Closed
Jane Street
108
Jane Street
New York
– -$297K -3,801 Closed
FLC
109
Fifth Lane Capital
Texas
– -$356K -3,614 Closed
SFPG
110
Stonebridge Financial Planning Group
Florida
– -$273K -3,501 Closed
RFC
111
Regions Financial Corp
Alabama
– -$273K -3,500 Closed
HF
112
HRT Financial
New York
– -$252K -3,234 Closed
RSWM
113
Robertson Stephens Wealth Management
California
– -$241K -3,090 Closed
Cerity Partners
114
Cerity Partners
New York
– -$222K -2,843 Closed
KW
115
KWB Wealth
California
– -$279K -2,837 Closed
MIFH
116
Migdal Insurance & Financial Holdings
Israel
– -$127K -1,623 Closed
RPCA
117
Running Point Capital Advisors
California
– -$57.8K -740 Closed
PA
118
PSI Advisors
Florida
– -$35.5K -455 Closed
PTC
119
Private Trust Company
Ohio
– -$19.2K -246 Closed
RIA
120
Realta Investment Advisors
Delaware
– -$19.7K -200 Closed
TWC
121
TD Waterhouse Canada
Ontario, Canada
– -$16.5K -156 Closed
BAAM
122
Baker Avenue Asset Management
California
– -$3.9K -50 Closed
CAS
123
Coppell Advisory Solutions
Texas
– -$4.5K -50 Closed
1 2 3 4
5

XHE Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2023, worth a combined $195M — down 2% from $199M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 16 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Phoenix Financial, cutting an estimated $36.3M.

  • 102 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2023, down from 107 in Q3 2023.
  • Funds reported $195M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2023, down 2% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2023 and 21 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2023 was Phoenix Financial, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2023.