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State Street SPDR S&P Health Care Equipment ETF

86 hedge funds and large institutions have $70.2M invested in State Street SPDR S&P Health Care Equipment ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% more ownership

Funds ownership: 37.21%40.12% (+2.9%)

3% less funds holding

Funds holding: 8986 (-3)

11% less capital invested

Capital invested by funds: $79.1M → $70.2M (-$8.84M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
26
Closed
8
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M +$9.78M +109,483 +158%
JP Morgan Chase
2
JP Morgan Chase
New York
$8.37M +$2.23K +25 +0%
UBS Group
3
UBS Group
Switzerland
$5.68M +$1.71M +19,118 +38%
LPL Financial
4
LPL Financial
California
$4.65M -$801K -8,962 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.67M +$2M +22,376 +222%
AWS
6
Atria Wealth Solutions
New York
$2.05M -$49.9K -558 -2%
Truist Financial
7
Truist Financial
North Carolina
$1.91M +$1.88M +21,001 +917%
Goldman Sachs
8
Goldman Sachs
New York
$1.82M -$6.76M -75,602 -77%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.82M -$117K -1,312 -6%
MIH
10
Meitav Investment House
Israel
$1.72M
KHLMTHM
11
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.7M
Bank of America
12
Bank of America
North Carolina
$1.61M -$113K -1,259 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.48M -$1.7K -19 -0.1%
MWM
14
Modern Wealth Management
Kansas
$1.29M +$1.52K +17 +0.1%
CCFM
15
Clear Creek Financial Management
Washington
$1.22M -$119K -1,327 -8%
NAM
16
NTV Asset Management
West Virginia
$1.2M -$98.3K -1,100 -7%
PSF
17
Pacific Sun Financial
California
$1.15M +$39.9K +446 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.13M +$3.57K +40 +0.3%
Wells Fargo
19
Wells Fargo
California
$1.1M -$13.8K -154 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$1.04M -$268K -3,001 -19%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$808K -$84.4K -944 -9%
NFC
22
Northeast Financial Consultants
Connecticut
$784K -$50.7K -567 -6%
BAM
23
Belpointe Asset Management
Nevada
$716K +$80.2K +898 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$675K -$35.3K -395 -5%
CA
25
Cornerstone Advisory
Maryland
$628K

XHE Hedge Fund Activity: Q1 2025 in Review

86 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2025, worth a combined $70.2M — down 11% from $79.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XHE and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $9.78M. The largest seller was Goldman Sachs, cutting an estimated $6.76M.

  • 86 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2025, down from 89 in Q4 2024.
  • Funds reported $70.2M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2025 was Morgan Stanley, an estimated $9.78M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2025 was Goldman Sachs, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2025.