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State Street SPDR S&P Health Care Equipment ETF

78 hedge funds and large institutions have $43.3M invested in State Street SPDR S&P Health Care Equipment ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 7878 (0)

5.4% less ownership

Funds ownership: 35.12%29.72% (-5.4%)

26% less capital invested

Capital invested by funds: $58.5M → $43.3M (-$15.2M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 34

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.2M -$4.06M -50,731 -33%
UBS Group
2
UBS Group
Switzerland
$4.2M -$1.39M -17,425 -25%
LPL Financial
3
LPL Financial
California
$3M -$890K -11,139 -23%
Bank of America
4
Bank of America
North Carolina
$2.42M +$116K +1,450 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.2M -$537K -6,714 -19%
MIH
6
Meitav Investment House
Israel
$1.63M
KHLMTHM
7
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.62M
Truist Financial
8
Truist Financial
North Carolina
$1.53M -$428K -5,351 -22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.44M -$473K -5,913 -24%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.39M -$27.6K -345 -2%
PSF
11
Pacific Sun Financial
California
$1.08M -$14.4K -180 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$946K -$74.3K -929 -7%
Citadel Advisors
13
Citadel Advisors
Florida
$937K -$932K -11,656 -49%
Goldman Sachs
14
Goldman Sachs
New York
$932K -$148K -1,855 -14%
Raymond James Financial
15
Raymond James Financial
Florida
$817K -$240K -3,005 -22%
NAM
16
NTV Asset Management
West Virginia
$783K -$153K -1,915 -16%
Corient Private Wealth
17
Corient Private Wealth
Florida
$755K +$766K +9,588 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$729K +$13.6K +170 +2%
CA
19
Cornerstone Advisory
Maryland
$630K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$626K -$74.3K -930 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$604K -$4.24K -53 -0.7%
KAS
22
Kestra Advisory Services
Texas
$502K +$509K +6,371 New
CCFM
23
Clear Creek Financial Management
Washington
$421K -$429K -5,363 -50%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$402K -$1.16M -14,482 -74%
MWM
25
Modern Wealth Management
Kansas
$402K -$1.12M -14,065 -73%

XHE Hedge Fund Activity: Q3 2025 in Review

78 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2025, worth a combined $43.3M — down 26% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XHE positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 34 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $766K. The largest seller was Morgan Stanley, cutting an estimated $4.06M.

  • 78 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $43.3M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2025, down 26% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $766K added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2025 was Morgan Stanley, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2025.