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State Street SPDR S&P Health Care Equipment ETF

88 hedge funds and large institutions have $83M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $81K | Put options by funds: $9K

9% more capital invested

Capital invested by funds: $76.2M → $83M (+$6.82M)

5.7% more ownership

Funds ownership: 31.32%37.01% (+5.7%)

9% less funds holding

Funds holding: 9788 (-9)

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
35
Closed
11
Calls
$81K
Puts
$9K
Net Calls
+$72K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$9.19M +$129K +1,480 +1%
LPL Financial
2
LPL Financial
California
$8.46M -$779K -8,955 -9%
Morgan Stanley
3
Morgan Stanley
New York
$6.42M -$250K -2,878 -4%
Goldman Sachs
4
Goldman Sachs
New York
$5.92M +$3.83M +44,011 +206%
UBS Group
5
UBS Group
Switzerland
$4.85M -$301K -3,460 -6%
SA
6
SFI Advisors
New Jersey
$3.73M +$3.91K +45 +0.1%
AWS
7
Atria Wealth Solutions
New York
$2.37M -$146K -1,681 -6%
Wells Fargo
8
Wells Fargo
California
$2.25M +$74.6K +858 +4%
Bank of America
9
Bank of America
North Carolina
$2.13M +$155K +1,780 +8%
MIH
10
Meitav Investment House
Israel
$1.93M
KHLMTHM
11
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.87M
HighTower Advisors
12
HighTower Advisors
Illinois
$1.71M -$58.5K -673 -3%
CCFM
13
Clear Creek Financial Management
Washington
$1.66M +$33.3K +383 +2%
Jane Street
14
Jane Street
New York
$1.61M +$1.55M +17,827 New
ASN
15
Advisory Services Network
Georgia
$1.51M
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.48M +$1.18M +13,510 +476%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.46M -$363K -4,177 -21%
NAM
18
NTV Asset Management
West Virginia
$1.45M -$230K -2,650 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.3M -$90.9K -1,045 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.21M -$25.7K -296 -2%
RJA
21
Raymond James & Associates
Florida
$1.2M -$39.7K -457 -3%
PSF
22
Pacific Sun Financial
California
$1.19M -$70.5K -810 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.08M +$313K +3,600 +43%
Citadel Advisors
24
Citadel Advisors
Florida
$1.07M -$1.65M -18,949 -62%
MIC
25
Means Investment Company
Maine
$1.06M +$4.96K +57 +0.5%

XHE Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2024, worth a combined $83M — up 9% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XHE and 3 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $3.83M. The largest seller was Royal Fund Management, cutting an estimated $1.93M.

  • 88 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $83M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2024 and 11 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.83M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2024 was Royal Fund Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.