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State Street SPDR S&P Health Care Equipment ETF

110 hedge funds and large institutions have $108M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 102110 (+8)

2% more call options, than puts

Call options by funds: $431K | Put options by funds: $422K

17.38% less ownership

Funds ownership: 54.12%36.74% (-17%)

44% less capital invested

Capital invested by funds: $195M → $108M (-$86.4M)

52% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 44

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
21
Reduced
44
Closed
8
Calls
$431K
Puts
$422K
Net Calls
+$9K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.3M -$42.7M -503,355 -67%
LPL Financial
2
LPL Financial
California
$9.89M +$1.44M +17,020 +18%
UBS Group
3
UBS Group
Switzerland
$4.98M -$1.24M -14,588 -20%
SA
4
SFI Advisors
New Jersey
$3.61M +$1.9M +22,388 +120%
RFM
5
Royal Fund Management
Florida
$2.96M -$196K -2,314 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.86M -$2.74M -32,272 -50%
MFA
7
Millington Financial Advisors
Illinois
$2.75M -$37.7K -444 -1%
AWS
8
Atria Wealth Solutions
New York
$2.28M +$143K +1,679 +7%
Goldman Sachs
9
Goldman Sachs
New York
$2.24M +$1.13M +13,333 +110%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.22M +$2.15M +25,287 New
Wells Fargo
11
Wells Fargo
California
$2.22M +$297K +3,498 +16%
Bank of America
12
Bank of America
North Carolina
$2.09M -$2.75M -32,382 -58%
CAN
13
Cetera Advisor Networks
California
$2.01M -$494K -5,816 -20%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.92M -$164K -1,933 -8%
MIH
15
Meitav Investment House
Israel
$1.88M +$12.9K +152 +0.7%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$1.86M +$934 +11 +0.1%
NAM
17
NTV Asset Management
West Virginia
$1.85M -$25.5K -300 -1%
KHLMTHM
18
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.82M
Citigroup
19
Citigroup
New York
$1.78M -$1.12M -13,199 -39%
BAM
20
Belpointe Asset Management
Nevada
$1.73M +$1.67M +19,699 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.64M +$808K +9,522 +105%
CCFM
22
Clear Creek Financial Management
Washington
$1.55M +$1.18M +13,895 +370%
ASN
23
Advisory Services Network
Georgia
$1.54M +$79.4K +935 +6%
GS
24
GTS Securities
New York
$1.46M +$1.41M +16,608 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.4M -$68.7K -809 -5%

XHE Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2024, worth a combined $108M — down 44% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XHE positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 44 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.15M. The largest seller was Phoenix Financial, exiting entirely with an estimated $48.2M sold.

  • 110 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2024, up from 102 in Q4 2023.
  • Funds reported $108M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2024, down 44% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.15M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2024 was Phoenix Financial, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2024.