We are live on ! Find out more
XHS icon

State Street SPDR S&P Health Care Services ETF
XHS

49 hedge funds and large institutions have $25.5M invested in State Street SPDR S&P Health Care Services ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 46 → 49 (+3)

9.28% less ownership

Funds ownership: 37.87% → 28.59% (-9.3%)

31% less capital invested

Capital invested by funds: $36.8M → $25.5M (-$11.3M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$1.09M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$955K
3
Citadel Advisors
Citadel Advisors
Florida
+$702K
4
TRCT
Tower Research Capital (TRC)
New York
+$546K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$195K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.06M
2
Goldman Sachs
Goldman Sachs
New York
-$3.59M
3
WI
WBI Investments
New Jersey
-$2.59M
4
FGA
Fortis Group Advisors
New Jersey
-$923K
5
Bank of America
Bank of America
North Carolina
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$99.3K -$17.9K -200 -15%
SSB
27
Sandy Spring Bank
Maryland
$89.6K – – –
GEA
28
Glen Eagle Advisors
New Jersey
$85K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$79K – – –
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$67.6K +$3.14K +35 +5%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$62.5K – – –
TC
32
Truvestments Capital
Florida
$43.1K – – –
Citigroup
33
Citigroup
New York
$39.7K – – –
CIAS
34
Capital Investment Advisory Services
North Carolina
$39.7K +$90 +1 +0.2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
GAG
36
Goodman Advisory Group
Massachusetts
$35.8K -$95K -1,059 -74%
MTIC
37
Missouri Trust & Investment Company
Missouri
$19K – – –
NIC
38
Northwest Investment Counselors
Oregon
$19K +$17.9K +200 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
WAG
40
Wiser Advisor Group
Arizona
$10.6K – – –
GRP
41
Global Retirement Partners
California
$10.4K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$9.48K +$8.97K +100 New
William Blair & Company
43
William Blair & Company
Illinois
$7.11K – – –
EWM
44
EPG Wealth Management
Georgia
$5.06K -$4.48K -50 -49%
PS
45
Principal Securities
Iowa
$4.74K -$1.7K -19 -28%
NFSG
46
Newbridge Financial Services Group
Florida
$3.41K – – –
CPBTD
47
Central Pacific Bank - Trust Division
Hawaii
$3K +$2.87K +32 New
T
48
Tidemark
California
$1.14K – – –
NA
49
NewEdge Advisors
Louisiana
$474 – – –
HNB
50
Huntington National Bank
Ohio
$190 – – –
1
2
3

XHS Hedge Fund Activity: Q1 2024 in Review

49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q1 2024, worth a combined $25.5M — down 31% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XHS positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $7.06M.

  • 49 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $25.5M of State Street SPDR S&P Health Care Services ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q1 2024 was Merit Financial Group, an estimated $1.09M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.06M sold.

Based on aggregated 13F filings for Q1 2024.