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State Street SPDR S&P Health Care Services ETF

52 hedge funds and large institutions have $49.8M invested in State Street SPDR S&P Health Care Services ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

87% more capital invested

Capital invested by funds: $26.7M → $49.8M (+$23.1M)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

30% more funds holding

Funds holding: 4052 (+12)

11.18% more ownership

Funds ownership: 28.74%39.92% (+11%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$402K -$84.4K -900 -16%
GVAG
27
Great Valley Advisor Group
Delaware
$396K +$423K +4,510 New
OCM
28
Orser Capital Management
Texas
$304K -$1.7M -18,164 -88%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$271K -$11.6K -124 -4%
CA
30
Cetera Advisors
Colorado
$267K +$286K +3,045 New
Truist Financial
31
Truist Financial
North Carolina
$215K +$230K +2,448 New
SF
32
Synovus Financial
Georgia
$211K +$224K +2,392 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$152K +$162K +1,730 New
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$119K -$9.38K -100 -7%
BAM
35
Belpointe Asset Management
Nevada
$112K -$10.2K -109 -8%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$97K +$75.3K +803 +268%
SSB
37
Sandy Spring Bank
Maryland
$83K
APA
38
American Portfolios Advisors
New York
$47.1K +$50.3K +536 New
AWM
39
Accel Wealth Management
Iowa
$42K
TC
40
Truvestments Capital
Florida
$40K
GEA
41
Glen Eagle Advisors
New Jersey
$39.5K -$18.8K -200 -31%
Citigroup
42
Citigroup
New York
$37K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$34K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$20K +$94 +1 +0.4%
MTIC
45
Missouri Trust & Investment Company
Missouri
$18K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K
HNB
47
Huntington National Bank
Ohio
$10K
NFSG
48
Newbridge Financial Services Group
Florida
$10K
EWM
49
EPG Wealth Management
Georgia
$9K +$9.66K +103 New
William Blair & Company
50
William Blair & Company
Illinois
$8K +$3K +32 +53%

XHS Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2022, worth a combined $49.8M — up 87% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XHS positions and 3 closed out — a net gain of 12 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.5M. The largest seller was Orser Capital Management, cutting an estimated $1.7M.

  • 52 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $49.8M of State Street SPDR S&P Health Care Services ETF stock for Q3 2022, up 87% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2022 and 3 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2022 was Morgan Stanley, an estimated $7.5M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2022 was Orser Capital Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2022.