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SPDR S&P Health Care Equipment ETF (XHE) Institutional Ownership

SPDR S&P Health Care Equipment ETF logo
$81.88 -0.42 (-0.51%)
Closing price 04:10 PM Eastern
Extended Trading
$81.92 +0.05 (+0.05%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SPDR S&P Health Care Equipment ETF (NYSEARCA:XHE)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$20.15M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$24.18M
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XHE Institutional Buying and Selling by Quarter

SPDR S&P Health Care Equipment ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 N.E.W. Advisory Services LLC531$43K0.0%-48.4%0.027%
8/15/2025 Sherman Asset Management Inc.1,405$114K0.1%-49.5%0.070%
8/15/2025 Modern Wealth Management LLC19,164$1.56M0.0%+22.1%0.958%
8/15/2025 Bank of America Corp DE29,244$2.38M0.0%+49.4%1.462%
8/14/2025 MGB Wealth Management LLC3,164$257K0.1%-5.6%0.158%
8/14/2025 Raymond James Financial Inc.13,376$1.09M0.0%+6.2%0.669%
8/14/2025 Vivaldi Capital Management LP3,005$244K0.0%-14.5%0.150%
8/12/2025 JPMorgan Chase & Co.2,159$175K0.0%-97.9%0.108%
8/11/2025 Y.D. More Investments Ltd454$37K0.0%+47.9%0.022%
8/8/2025 Cetera Investment Advisers8,884$721K0.0%-9.6%0.433%
8/1/2025 Envestnet Asset Management Inc.34,679$2.82M0.0%+6.9%1.692%
7/31/2025 Wealthfront Advisers LLC3,113$253K0.0%+7.2%0.152%
7/25/2025 Means Investment CO. Inc.4,921$400K0.0%-3.8%0.240%
7/23/2025 Clear Creek Financial Management LLC10,713$870K0.1%-27.8%0.523%
7/23/2025 Meitav Investment House Ltd.20,738$1.68M0.0%-1.1%1.012%
7/21/2025 NTV Asset Management LLC11,860$963K0.1%-18.5%0.579%
7/21/2025 Ameritas Advisory Services LLC1,367$111K0.0%N/A0.067%
7/18/2025 Truist Financial Corp24,750$2.01M0.0%+6.3%1.207%
5/20/2025 Belpointe Asset Management LLC8,706$716K0.0%+11.5%0.409%
5/16/2025 Northeast Financial Consultants Inc9,538$784K0.0%-5.6%0.448%
5/16/2025 Goldman Sachs Group Inc.22,174$1.82M0.0%-77.3%1.082%
5/16/2025 Jones Financial Companies Lllp26,930$2.21M0.0%+1,566.5%1.264%
5/15/2025 Royal Bank of Canada3,991$328K0.0%-75.0%0.187%
5/13/2025 Kovitz Investment Group Partners LLC4,234$348K0.0%-24.1%0.199%
5/9/2025 MGB Wealth Management LLC3,353$276K0.1%-14.7%0.156%
5/9/2025 Atria Wealth Solutions Inc.24,971$2.05M0.0%-2.2%1.161%
5/7/2025 N.E.W. Advisory Services LLC1,029$85K0.0%N/A0.048%
5/7/2025 LPL Financial LLC56,557$4.65M0.0%-13.7%2.631%
5/6/2025 Cetera Investment Advisers9,826$808K0.0%-8.8%0.457%
5/5/2025 Financial Harvest LLC2,728$224K0.1%N/A0.127%
5/2/2025 Wealthfront Advisers LLC2,904$239K0.0%-31.6%0.135%
4/30/2025 NTV Asset Management LLC14,560$1.20M0.2%-7.0%0.677%
4/30/2025 Bank Hapoalim BM3,034$249K0.0%-16.0%0.141%
4/29/2025 Envestnet Asset Management Inc.32,455$2.67M0.0%+222.0%1.510%
4/28/2025 Clear Creek Financial Management LLC14,829$1.22M0.1%-8.2%0.690%
4/21/2025 Means Investment CO. Inc.5,115$420K0.0%-56.2%0.238%
4/17/2025 Pacific Sun Financial Corp13,995$1.15M0.7%+3.3%0.657%
4/14/2025 Sherman Asset Management Inc.2,783$229K0.2%+59.9%0.131%
3/24/2025 Mascagni Wealth Management Inc.500$44K0.0%N/A0.022%
2/18/2025 Sunbelt Securities Inc.1,466$129K0.0%+12.3%0.048%
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2/17/2025 Waverly Advisors LLC4,855$430K0.0%N/A0.159%
2/17/2025 Vivaldi Capital Management LP2,757$264K0.0%+13.9%0.090%
2/17/2025 Cetera Investment Advisers10,770$953K0.0%-33.3%0.353%
2/17/2025 Bank of America Corp DE20,836$1.84M0.0%-11.5%0.683%
2/17/2025 BNP Paribas Financial Markets50,000$4.43M0.0%N/A1.639%
2/17/2025 Ameriprise Financial Inc.2,286$202K0.0%-10.3%0.075%
2/14/2025 Mercer Global Advisors Inc. ADV2,540$225K0.0%-7.2%0.083%
2/14/2025 Kovitz Investment Group Partners LLC5,575$493K0.0%+5.9%0.183%
2/14/2025 Susquehanna International Group LLP23,452$2.08M0.0%+43.5%0.769%
2/13/2025 Main Street Financial Solutions LLC2,786$247K0.0%-7.0%0.091%
2/13/2025 Belpointe Asset Management LLC7,808$702K0.0%+4.9%0.256%
2/13/2025 Raymond James Financial Inc.15,596$1.38M0.0%N/A0.511%
2/13/2025 Bank of Montreal Can6,296$557K0.0%+22.5%0.206%
2/13/2025 Envestnet Asset Management Inc.10,079$892K0.0%-24.9%0.330%
2/13/2025 Wells Fargo & Company MN13,520$1.20M0.0%-45.5%0.443%
2/12/2025 JPMorgan Chase & Co.101,858$9.02M0.0%+0.3%3.340%
2/11/2025 Modern Wealth Management LLC15,706$1.46M0.1%N/A0.515%
2/11/2025 LPL Financial LLC65,519$5.80M0.0%-29.9%2.148%
2/10/2025 Commonwealth Equity Services LLC13,651$1.21M0.0%-5.3%0.448%
2/7/2025 HighTower Advisors LLC17,980$1.59M0.0%-4.6%0.590%
2/7/2025 Wealthfront Advisers LLC19,149$1.70M0.0%+381.0%0.628%
2/6/2025 Raymond James Financial Inc.15,596$1.38M0.0%N/A0.511%
2/6/2025 Jones Financial Companies Lllp1,616$143K0.0%+34.8%0.053%
2/5/2025 Sherman Asset Management Inc.1,741$154K0.1%N/A0.057%
2/3/2025 Pacific Sun Financial Corp13,549$1.20M0.7%+3.0%0.444%
2/3/2025 Meitav Investment House Ltd.20,963$1.86M0.0%-1.7%0.687%
1/31/2025 Atria Wealth Solutions Inc.25,529$2.26M0.0%-2.6%0.837%
1/31/2025 NTV Asset Management LLC15,660$1.39M0.2%-2.2%0.513%
1/27/2025 Bank Hapoalim BM3,611$320K0.1%-48.2%0.118%
1/24/2025 Clear Creek Financial Management LLC16,156$1.43M0.2%-11.9%0.530%
1/17/2025 Janney Montgomery Scott LLC2,579$228K0.0%N/A0.085%
12/26/2024 JPMorgan Chase & Co.101,541$9.19M0.0%+1.5%3.329%
11/15/2024 MML Investors Services LLC2,781$252K0.0%-4.0%0.091%
11/15/2024 Northeast Financial Consultants Inc10,105$915K0.0%-14.5%0.331%
11/15/2024 Jane Street Group LLC17,827$1.61M0.0%N/A0.584%
11/15/2024 Kovitz Investment Group Partners LLC5,264$476K0.0%-2.4%0.173%
11/15/2024 HighTower Advisors LLC18,848$1.71M0.0%-3.4%0.618%
11/14/2024 Flow Traders U.S. LLC6,438$583K0.0%N/A0.211%
11/12/2024 MGB Wealth Management LLC3,930$356K0.1%-5.4%0.129%
11/6/2024 Main Street Financial Solutions LLC2,996$271K0.0%-30.1%0.098%
11/5/2024 First Heartland Consultants Inc.6,056$548K0.1%+4.8%0.199%
11/1/2024 Atria Investments Inc6,658$603K0.0%+10.5%0.218%
11/1/2024 Quantum Private Wealth LLC2,500$226K0.1%-43.0%0.082%
10/29/2024 Clear Creek Financial Management LLC18,342$1.66M0.2%+2.1%0.601%
10/28/2024 Bank Hapoalim BM6,967$631K0.1%-16.8%0.228%
10/9/2024 Pacific Sun Financial Corp13,151$1.19M0.7%-5.8%0.431%
8/22/2024 Cetera Investment Advisers20,317$1.72M0.0%-19.7%0.666%
8/21/2024 Truist Financial Corp2,384$201K0.0%-14.5%0.078%
8/16/2024 Northeast Financial Consultants Inc11,815$997K0.0%-15.8%0.387%
8/14/2024 Bank of Montreal Can5,749$485K0.0%+49.6%0.188%
What Are Some Strategies to Help Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
8/12/2024 Mercer Global Advisors Inc. ADV2,737$231K0.0%-12.7%0.090%
8/8/2024 Main Street Financial Solutions LLC4,286$362K0.0%-9.5%0.141%
8/2/2024 Belpointe Asset Management LLC7,850$663K0.0%-60.2%0.257%
7/31/2024 Commonwealth Equity Services LLC15,453$1.30M0.0%-3.2%0.507%
7/25/2024 First Heartland Consultants Inc.5,778$488K0.0%+52.3%0.189%
7/25/2024 Clear Creek Financial Management LLC17,959$1.52M0.2%+1.8%0.589%
7/23/2024 Bank Hapoalim BM8,372$707K0.1%-18.9%0.274%
7/22/2024 Atria Wealth Solutions Inc.27,885$2.35M0.0%+7.3%0.914%
7/20/2024 Means Investment CO. Inc.11,615$980K0.1%-19.5%0.381%
7/19/2024 Pacific Sun Financial Corp13,961$1.18M0.7%-3.5%0.458%
(Data available from 1/1/2016 forward)

XHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHE shares?

During the previous two years, 79 institutional investors and hedge funds held shares of SPDR S&P Health Care Equipment ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($9.23M), Modera Wealth Management LLC ($6.36M), UBS Group AG ($6.00M), LPL Financial LLC ($4.65M), BNP Paribas Financial Markets ($4.43M), Envestnet Asset Management Inc. ($2.82M), and Millington Financial Advisors LLC ($2.67M).Learn more on SPDR S&P Health Care Equipment ETF's institutional investors.

Which institutional investors have been buying SPDR S&P Health Care Equipment ETF's stock?

Of the 53 institutional investors that purchased SPDR S&P Health Care Equipment ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($219.05K), Modera Wealth Management LLC ($81.49K), BNP Paribas Financial Markets ($50K), Financial Advocates Investment Management ($33.27K), Raymond James Financial Inc. ($31.97K), Jones Financial Companies Lllp ($25.73K), and Cetera Investment Advisers ($25.29K).

How much institutional buying is happening at SPDR S&P Health Care Equipment ETF?

Institutional investors have bought a total of 232,505 shares in the last 24 months. This purchase volume represents approximately $20.15M in transactions.

Which of SPDR S&P Health Care Equipment ETF's major shareholders have been selling company stock?

Of the 29 institutional investors that sold SPDR S&P Health Care Equipment ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($99.72K), Goldman Sachs Group Inc. ($75.60K), LPL Financial LLC ($36.96K), Royal Bank of Canada ($11.98K), Wells Fargo & Company MN ($11.31K), Clear Creek Financial Management LLC ($7.63K), and Cetera Investment Advisers ($7.26K).

How much institutional selling is happening at SPDR S&P Health Care Equipment ETF?

Institutional investors have sold a total of 290,106 shares in the last 24 months. This volume of shares sold represents approximately $24.18M in transactions.


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This page (NYSEARCA:XHE) was last updated on 8/28/2025 by MarketBeat.com Staff
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