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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
CAAS
126
Capital Asset Advisory Services
Michigan
$12K +$4.21K +33 +52%
AF
127
Allworth Financial
California
$11K +$10.9K +85 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$11K +$10.9K +85 New
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$10K
APA
130
American Portfolios Advisors
New York
$9.38K
SPIA
131
Steward Partners Investment Advisory
New York
$8K +$255 +2 +3%
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$7K +$7.02K +55 New
CWA
133
Carolina Wealth Advisors
South Carolina
$5K
PWMG
134
Prestige Wealth Management Group
New Jersey
$2K
SIM
135
Seaview Investment Managers
Florida
-$1.18M -9,127 Closed
JWCA
136
J.W. Cole Advisors
Florida
-$761K -5,888 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
-$758K -5,865 Closed
AWM
138
Accel Wealth Management
Iowa
-$255K -1,971 Closed
PWM
139
Peterson Wealth Management
Nevada
-$244K -1,886 Closed
KAS
140
Kestra Advisory Services
Texas
-$224K -1,735 Closed
GVAG
141
Great Valley Advisor Group
Delaware
-$220K -1,701 Closed
JAWM
142
J. Arnold Wealth Management
Ohio
-$169K -1,307 Closed
Barclays
143
Barclays
United Kingdom
-$142K -1,097 Closed
ECM
144
ExodusPoint Capital Management
New York
-$130K -1,004 Closed
AIC
145
Ameritas Investment Company
Nebraska
-$232K -963 Closed
AIC
146
Ayalon Insurance Company
Israel
-$101K -776 Closed
UBS AM
147
UBS AM
Illinois
-$13.4K -104 Closed
IA
148
IFP Advisors
Florida
-$8K -65 Closed
GRP
149
Global Retirement Partners
California
-$3K -25 Closed

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.