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State Street SPDR S&P Health Care Equipment ETF

101 hedge funds and large institutions have $175M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $173M → $175M (+$1.83M)

0.95% more ownership

Funds ownership: 44.81%45.76% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

9% less funds holding

Funds holding: 111101 (-10)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
101
Holders Change
-10
Holders Change %
-9.01%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
28
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65M +$8.64M +93,200 +14%
LPL Financial
2
LPL Financial
California
$11M -$2.32M -24,973 -16%
UBS Group
3
UBS Group
Switzerland
$7.81M +$1.76M +18,994 +26%
MIH
4
Meitav Investment House
Israel
$6.63M
Ameriprise
5
Ameriprise
Minnesota
$5.98M +$400K +4,317 +7%
RFM
6
Royal Fund Management
Florida
$4.88M -$206K -2,223 -4%
KHLMVGHM
7
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.72M
Citigroup
8
Citigroup
New York
$4.59M +$30.5K +329 +0.6%
SWAG
9
Spectrum Wealth Advisory Group
California
$4.28M +$79.6K +859 +2%
CAC
10
Certified Advisory Corp
Florida
$3.3M +$194K +2,095 +6%
CAN
11
Cetera Advisor Networks
California
$3.22M -$1.39K -15 -0%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.15M -$284K -3,058 -8%
BS
13
Banco Santander
Spain
$3.08M
Bank of America
14
Bank of America
North Carolina
$2.89M -$3.4M -36,671 -52%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.68M -$864K -9,323 -23%
Wells Fargo
16
Wells Fargo
California
$2.68M +$107K +1,156 +4%
NAM
17
NTV Asset Management
West Virginia
$2.22M -$56.6K -610 -2%
MIC
18
Means Investment Company
Maine
$1.87M -$12.2K -132 -0.6%
KHLMTHM
19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.82M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.8M +$36.2K +391 +2%
NFC
21
Northeast Financial Consultants
Connecticut
$1.77M -$5.1K -55 -0.3%
PSF
22
Pacific Sun Financial
California
$1.72M -$54.7K -590 -3%
AWS
23
Atria Wealth Solutions
New York
$1.66M +$54.6K +589 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.66M -$453K -4,890 -20%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$65.9K +711 +4%

XHE Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2022, worth a combined $175M — up 1.1% from $173M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XHE and 3 opened new positions — a net loss of 10 holders — while 30 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $8.64M. The largest seller was Bank of America, cutting an estimated $3.4M.

  • 101 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $175M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2022 and 13 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2022 was Morgan Stanley, an estimated $8.64M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2022 was Bank of America, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2022.