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State Street SPDR S&P Health Care Equipment ETF

148 hedge funds and large institutions have $338M invested in State Street SPDR S&P Health Care Equipment ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

10% more funds holding

Funds holding: 134148 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.21% less ownership

Funds ownership: 52.58%48.37% (-4.2%)

20% less capital invested

Capital invested by funds: $420M → $338M (-$82.3M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
35
Reduced
47
Closed
11
Calls
$516K
Puts
Net Calls
+$516K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$93.5M -$5.69M -46,981 -6%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M -$21M -173,714 -25%
LPL Financial
3
LPL Financial
California
$15.8M +$718K +5,933 +5%
MIH
4
Meitav Investment House
Israel
$9.02M -$2.11M -17,407 -18%
UBS Group
5
UBS Group
Switzerland
$8.51M +$66.2K +547 +0.8%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.97M +$229K +1,895 +3%
Ameriprise
7
Ameriprise
Minnesota
$7.68M -$2.13M -17,591 -21%
RFM
8
Royal Fund Management
Florida
$6.66M +$59.3K +490 +0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.51M -$30.6M -252,541 -82%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.42M
LFGH
11
Lee Financial Group Hawaii
Hawaii
$5.28M -$50K -413 -0.9%
Millennium Management
12
Millennium Management
New York
$4.97M +$3.92M +32,359 +323%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.73M +$30.9K +255 +0.6%
RAM
14
Riggs Asset Management
Pennsylvania
$4.49M -$166K -1,368 -3%
BS
15
Banco Santander
Spain
$4.23M
CAC
16
Certified Advisory Corp
Florida
$4.23M +$13.8K +114 +0.3%
CAN
17
Cetera Advisor Networks
California
$4.17M +$2.19M +18,115 +104%
Wells Fargo
18
Wells Fargo
California
$4.11M -$152K -1,253 -3%
BHB
19
Bank Hapoalim BM
Israel
$4M -$1.98M -16,353 -32%
SWAG
20
Spectrum Wealth Advisory Group
California
$3.9M +$89.8K +742 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.57M -$667K -5,510 -15%
TF
22
Theory Financial
Colorado
$3.36M +$3.47M +28,658 New
NAM
23
NTV Asset Management
West Virginia
$3.13M -$86.6K -715 -3%
PVH
24
Psagot Value Holdings
Israel
$2.76M -$523K -4,323 -16%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.61M -$929K -7,675 -26%

XHE Hedge Fund Activity: Q4 2021 in Review

148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2021, worth a combined $338M — down 20% from $420M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XHE positions and 11 closed out — a net gain of 16 holders — while 35 added to existing stakes and 47 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.92M. The largest seller was JP Morgan Chase, cutting an estimated $30.6M.

  • 148 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $338M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2021, down 20% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2021 and 11 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2021 was Millennium Management, an estimated $3.92M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2021 was JP Morgan Chase, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2021.