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State Street SPDR S&P Health Care Equipment ETF

89 hedge funds and large institutions have $79.1M invested in State Street SPDR S&P Health Care Equipment ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 8889 (+1)

0.19% more ownership

Funds ownership: 37.01%37.21% (+0.19%)

5% less capital invested

Capital invested by funds: $83M → $79.1M (-$3.91M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
25
Closed
11
Calls
$53K
Puts
Net Calls
+$53K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$9.02M +$28.5K +317 +0.3%
Goldman Sachs
2
Goldman Sachs
New York
$8.65M +$2.91M +32,375 +50%
Morgan Stanley
3
Morgan Stanley
New York
$6.13M -$157K -1,753 -2%
LPL Financial
4
LPL Financial
California
$5.8M -$2.51M -27,996 -30%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.43M +$4.49M +50,000 New
UBS Group
6
UBS Group
Switzerland
$4.42M -$332K -3,698 -7%
SA
7
SFI Advisors
New Jersey
$3.71M +$67.3K +750 +2%
AWS
8
Atria Wealth Solutions
New York
$2.26M -$60.6K -675 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.08M +$638K +7,104 +43%
MIH
10
Meitav Investment House
Israel
$1.86M -$33K -368 -2%
Bank of America
11
Bank of America
North Carolina
$1.84M -$244K -2,717 -12%
KHLMTHM
12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.82M
HighTower Advisors
13
HighTower Advisors
Illinois
$1.59M -$77.9K -868 -5%
CCFM
14
Clear Creek Financial Management
Washington
$1.43M -$196K -2,186 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41M +$362K +4,029 +34%
MWM
16
Modern Wealth Management
Kansas
$1.39M +$1.41M +15,672 New
NAM
17
NTV Asset Management
West Virginia
$1.39M -$31.4K -350 -2%
Raymond James Financial
18
Raymond James Financial
Florida
$1.38M +$1.4M +15,596 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.21M -$68K -757 -5%
PSF
20
Pacific Sun Financial
California
$1.2M +$35.7K +398 +3%
Wells Fargo
21
Wells Fargo
California
$1.2M -$1.02M -11,310 -46%
MIC
22
Means Investment Company
Maine
$1.03M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$953K -$482K -5,370 -33%
NFC
24
Northeast Financial Consultants
Connecticut
$894K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$892K -$300K -3,337 -25%

XHE Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2024, worth a combined $79.1M — down 4.7% from $83M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XHE positions and 11 closed out — a net gain of 4 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $4.49M. The largest seller was LPL Financial, cutting an estimated $2.51M.

  • 89 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $79.1M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $4.49M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2024 was LPL Financial, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2024.