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State Street SPDR S&P Health Care Equipment ETF

111 hedge funds and large institutions have $173M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 43.04%44.81% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 129111 (-18)

26% less capital invested

Capital invested by funds: $235M → $173M (-$62.3M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
37
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.7M -$1.87M -19,813 -3%
LPL Financial
2
LPL Financial
California
$13.1M +$3.13M +33,258 +28%
MIH
3
Meitav Investment House
Israel
$6.52M -$4.71K -50 -0.1%
UBS Group
4
UBS Group
Switzerland
$6.16M +$120K +1,275 +2%
Bank of America
5
Bank of America
North Carolina
$5.99M -$711K -7,551 -10%
Ameriprise
6
Ameriprise
Minnesota
$5.6M -$282K -2,991 -4%
RFM
7
Royal Fund Management
Florida
$5.04M -$19K -202 -0.3%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.61M
Citigroup
9
Citigroup
New York
$4.54M +$4.5M +47,846 +847%
SWAG
10
Spectrum Wealth Advisory Group
California
$4.18M +$162K +1,716 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.46M -$1.16M -12,280 -23%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.39M -$806K -8,564 -18%
CAN
13
Cetera Advisor Networks
California
$3.2M -$16.9K -180 -0.5%
CAC
14
Certified Advisory Corp
Florida
$3.1M +$16.6K +176 +0.5%
BS
15
Banco Santander
Spain
$3.06M
Wells Fargo
16
Wells Fargo
California
$2.57M +$1.13K +12 +0%
NAM
17
NTV Asset Management
West Virginia
$2.26M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.06M +$479K +5,090 +27%
MIC
19
Means Investment Company
Maine
$1.87M -$565 -6 -0%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.78M
PSF
21
Pacific Sun Financial
California
$1.76M +$53.1K +564 +3%
NFC
22
Northeast Financial Consultants
Connecticut
$1.76M +$1.55M +16,500 +386%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.76M -$1.74M -18,441 -47%
BHB
24
Bank Hapoalim BM
Israel
$1.65M -$599K -6,364 -25%
AWS
25
Atria Wealth Solutions
New York
$1.6M +$60.4K +641 +4%

XHE Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2022, worth a combined $173M — down 26% from $235M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of XHE and 12 opened new positions — a net loss of 17 holders — while 37 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $4.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.49M.

  • 111 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $173M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2022 and 29 closed out, a net change of -17 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2022 was Citigroup, an estimated $4.5M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2022.