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State Street SPDR S&P Health Care Equipment ETF

108 hedge funds and large institutions have $253M invested in State Street SPDR S&P Health Care Equipment ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $140K | Put options by funds: $37K

54% more capital invested

Capital invested by funds: $164M → $253M (+$89.4M)

11.06% more ownership

Funds ownership: 42.45%53.5% (+11%)

11% less funds holding

Funds holding: 121108 (-13)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
108
Holders Change
-13
Holders Change %
-10.74%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
18
Reduced
45
Closed
21
Calls
$140K
Puts
$37K
Net Calls
+$103K
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$103M +$102M +1,096,400 New
Morgan Stanley
2
Morgan Stanley
New York
$45.7M +$847K +9,069 +2%
Bank of America
3
Bank of America
North Carolina
$15.9M +$12.7M +135,533 +392%
LPL Financial
4
LPL Financial
California
$10.3M -$1.58M -16,905 -13%
UBS Group
5
UBS Group
Switzerland
$8.02M -$725K -7,768 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.97M +$2.41M +25,755 +68%
RFM
7
Royal Fund Management
Florida
$4.19M -$432K -4,624 -9%
Ameriprise
8
Ameriprise
Minnesota
$4.1M -$45.6K -488 -1%
CAN
9
Cetera Advisor Networks
California
$3.85M +$269K +2,881 +8%
PFA
10
Peak Financial Advisors
Colorado
$3.23M +$3.23M +34,554 New
MFA
11
Millington Financial Advisors
Illinois
$3.2M -$128K -1,367 -4%
Wells Fargo
12
Wells Fargo
California
$3.13M +$305K +3,271 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.33M -$517K -5,533 -18%
NFC
14
Northeast Financial Consultants
Connecticut
$2.32M -$348K -3,730 -13%
NAM
15
NTV Asset Management
West Virginia
$2.29M -$37.4K -400 -2%
MIH
16
Meitav Investment House
Israel
$2.15M -$5.13M -54,984 -72%
MIC
17
Means Investment Company
Maine
$2.03M -$22.8K -244 -1%
KHLMTHM
18
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.9M -$48.4K -518 -2%
AWS
19
Atria Wealth Solutions
New York
$1.8M -$39.7K -425 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.39M +$243K +2,600 +21%
ASN
21
Advisory Services Network
Georgia
$1.38M +$19.4K +208 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.34M -$2.18M -23,367 -62%
Citigroup
23
Citigroup
New York
$1.26M -$3.35M -35,839 -73%
BHB
24
Bank Hapoalim BM
Israel
$1.23M -$109K -1,168 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$1.22M +$1.03M +11,048 +567%

XHE Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2023, worth a combined $253M — up 54% from $164M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 11 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 18 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $102M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $10.6M sold.

  • 108 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2023, down from 121 in Q4 2022.
  • Funds reported $253M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2023, up 54% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2023 and 21 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2023 was Phoenix Financial, an estimated $102M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2023 was Mirabella Financial Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.