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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
Bank of America
1
Bank of America
North Carolina
$107M -$1.66M -13,501 -2%
Morgan Stanley
2
Morgan Stanley
New York
$97.3M -$2.45M -19,965 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$38.3M -$119K -967 -0.3%
LPL Financial
4
LPL Financial
California
$15.5M +$274K +2,229 +2%
PVH
5
Psagot Value Holdings
Israel
$15.4M -$364K -2,964 -2%
UBS Group
6
UBS Group
Switzerland
$11M -$49.8K -406 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$10.9M -$684K -5,574 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.36M +$27.9K +227 +0.4%
LFGH
9
Lee Financial Group Hawaii
Hawaii
$7.86M -$35.1K -286 -0.5%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.08M +$277K +2,258 +4%
RFM
11
Royal Fund Management
Florida
$6.77M +$446K +3,632 +7%
BHB
12
Bank Hapoalim BM
Israel
$6.71M -$4.6M -37,467 -42%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.69M +$695K +5,666 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.17M +$87.6K +714 +2%
RAM
15
Riggs Asset Management
Pennsylvania
$4.94M +$138K +1,125 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.67M -$206K -1,679 -4%
CAC
17
Certified Advisory Corp
Florida
$4.58M -$228K -1,856 -5%
Wells Fargo
18
Wells Fargo
California
$4.23M +$127K +1,033 +3%
SWAG
19
Spectrum Wealth Advisory Group
California
$4.13M -$73.5K -599 -2%
NEIRG
20
New England Investment & Retirement Group
Massachusetts
$4.03M +$9.69K +79 +0.3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.85M +$180K +1,463 +5%
NAM
22
NTV Asset Management
West Virginia
$3.38M +$147K +1,200 +5%
MIH
23
Meitav Investment House
Israel
$2.85M +$20K +163 +0.7%
MIC
24
Means Investment Company
Maine
$2.75M -$4.42K -36 -0.2%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.73M

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.