We are live on ! Find out more
XHE icon

State Street SPDR S&P Health Care Equipment ETF

97 hedge funds and large institutions have $76.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $25K | Put options by funds: $17K

5.42% less ownership

Funds ownership: 36.74%31.32% (-5.4%)

12% less funds holding

Funds holding: 11097 (-13)

30% less capital invested

Capital invested by funds: $108M → $76.2M (-$32M)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

61% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 41

Holders
97
Holders Change
-13
Holders Change %
-11.82%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
41
Closed
21
Calls
$25K
Puts
$17K
Net Calls
+$8K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.65M -$845K -9,955 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$8.45M +$5.73M +67,550 +208%
Morgan Stanley
3
Morgan Stanley
New York
$6.23M -$15.2M -179,195 -71%
UBS Group
4
UBS Group
Switzerland
$4.82M +$41.8K +493 +0.9%
SA
5
SFI Advisors
New Jersey
$3.48M +$11.1K +131 +0.3%
Citadel Advisors
6
Citadel Advisors
Florida
$2.59M +$2.28M +26,903 +705%
AWS
7
Atria Wealth Solutions
New York
$2.35M +$162K +1,905 +7%
RFM
8
Royal Fund Management
Florida
$2.27M -$566K -6,674 -20%
Wells Fargo
9
Wells Fargo
California
$2.02M -$107K -1,266 -5%
Bank of America
10
Bank of America
North Carolina
$1.84M -$172K -2,032 -9%
Goldman Sachs
11
Goldman Sachs
New York
$1.81M -$347K -4,088 -16%
MIH
12
Meitav Investment House
Israel
$1.8M
KHLMTHM
13
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.74M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.71M -$422K -4,970 -20%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.65M -$194K -2,282 -10%
NAM
16
NTV Asset Management
West Virginia
$1.58M -$199K -2,350 -11%
CCFM
17
Clear Creek Financial Management
Washington
$1.52M +$26.3K +310 +2%
ASN
18
Advisory Services Network
Georgia
$1.51M +$29.4K +346 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.3M -$43K -507 -3%
PSF
20
Pacific Sun Financial
California
$1.18M -$42.5K -501 -3%
RJA
21
Raymond James & Associates
Florida
$1.16M -$35.4K -417 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.16M -$35.6K -420 -3%
NFC
23
Northeast Financial Consultants
Connecticut
$997K -$188K -2,210 -16%
MIC
24
Means Investment Company
Maine
$980K -$238K -2,809 -19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$918K -$66.4K -783 -7%

XHE Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q2 2024, worth a combined $76.2M — down 30% from $108M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHE and 9 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 16 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.73M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 97 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q2 2024, down from 110 in Q1 2024.
  • Funds reported $76.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q2 2024, down 30% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q2 2024 and 21 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $5.73M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.