State Street SPDR S&P Health Care Equipment ETF
XHE
121 hedge funds and large institutions have $164M invested in State Street SPDR S&P Health Care Equipment ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $1.15M
20% more funds holding
Funds holding: 101 → 121 (+20)
3.32% less ownership
Funds ownership: 45.76% → 42.45% (-3.3%)
6% less capital invested
Capital invested by funds: $175M → $164M (-$10.8M)
41% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$10.4M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.26M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.1M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.02M |
| 5 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.9M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$4.28M |
| 3 |
BS
Banco Santander
Madrid,
Spain
|
-$3.08M |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$2.33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.23M |
XHE Hedge Fund Activity: Q4 2022 in Review
121 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2022, worth a combined $164M — down 6.2% from $175M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new XHE positions and 7 closed out — a net gain of 23 holders — while 20 added to existing stakes and 34 trimmed.
The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $24.9M.
- 121 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2022, up from 101 in Q3 2022.
- Funds reported $164M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2022, down 6.2% quarter-over-quarter.
- 30 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2022 and 7 closed out, a net change of +23 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2022 was Mirabella Financial Services, an estimated $10.4M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2022 was Morgan Stanley, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2022.