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

SPDR S&P Health Care Equipment ETF logo
$80.46 +1.49 (+1.89%)
As of 04:10 PM Eastern
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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)
25
Total
Institutional Inflows
(last 12 months)
$18.85M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$9.79M
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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
5/2/2025Wealthfront 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%
2/17/2025Waverly Advisors LLC4,855$430K0.0%N/A0.159%
2/17/2025Vivaldi Capital Management LP2,757$264K0.0%+13.9%0.090%
2/17/2025Cetera Investment Advisers10,770$953K0.0%-33.3%0.353%
2/17/2025Bank of America Corp DE20,836$1.84M0.0%-11.5%0.683%
2/17/2025BNP Paribas Financial Markets50,000$4.43M0.0%N/A1.639%
2/17/2025Ameriprise Financial Inc.2,286$202K0.0%-10.3%0.075%
2/14/2025Mercer Global Advisors Inc. ADV2,540$225K0.0%-7.2%0.083%
2/14/2025Kovitz Investment Group Partners LLC5,575$493K0.0%+5.9%0.183%
2/14/2025Susquehanna International Group LLP23,452$2.08M0.0%+43.5%0.769%
2/13/2025Main Street Financial Solutions LLC2,786$247K0.0%-7.0%0.091%
2/13/2025Belpointe Asset Management LLC7,808$702K0.0%+4.9%0.256%
2/13/2025Raymond James Financial Inc.15,596$1.38M0.0%N/A0.511%
2/13/2025Bank 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%
2/13/2025Wells Fargo & Company MN13,520$1.20M0.0%-45.5%0.443%
2/12/2025JPMorgan Chase & Co.101,858$9.02M0.0%+0.3%3.340%
2/11/2025Modern Wealth Management LLC15,706$1.46M0.1%N/A0.515%
2/11/2025LPL Financial LLC65,519$5.80M0.0%-29.9%2.148%
2/10/2025Commonwealth Equity Services LLC13,651$1.21M0.0%-5.3%0.448%
2/7/2025HighTower Advisors LLC17,980$1.59M0.0%-4.6%0.590%
2/7/2025Wealthfront Advisers LLC19,149$1.70M0.0%+381.0%0.628%
2/6/2025Raymond James Financial Inc.15,596$1.38M0.0%N/A0.511%
2/6/2025Jones 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%
2/3/2025Meitav Investment House Ltd.20,963$1.86M0.0%-1.7%0.687%
1/31/2025Atria 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%
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1/17/2025 Janney Montgomery Scott LLC2,579$228K0.0%N/A0.085%
12/26/2024JPMorgan Chase & Co.101,541$9.19M0.0%+1.5%3.329%
11/15/2024MML Investors Services LLC2,781$252K0.0%-4.0%0.091%
11/15/2024Northeast Financial Consultants Inc10,105$915K0.0%-14.5%0.331%
11/15/2024Jane Street Group LLC17,827$1.61M0.0%N/A0.584%
11/15/2024Kovitz Investment Group Partners LLC5,264$476K0.0%-2.4%0.173%
11/15/2024HighTower Advisors LLC18,848$1.71M0.0%-3.4%0.618%
11/14/2024Flow Traders U.S. LLC6,438$583K0.0%N/A0.211%
11/12/2024MGB Wealth Management LLC3,930$356K0.1%-5.4%0.129%
11/6/2024Main Street Financial Solutions LLC2,996$271K0.0%-30.1%0.098%
11/5/2024First Heartland Consultants Inc.6,056$548K0.1%+4.8%0.199%
11/1/2024Atria Investments Inc6,658$603K0.0%+10.5%0.218%
11/1/2024Quantum 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%
8/22/2024Cetera Investment Advisers20,317$1.72M0.0%-19.7%0.666%
8/21/2024 Truist Financial Corp2,384$201K0.0%-14.5%0.078%
8/16/2024Northeast Financial Consultants Inc11,815$997K0.0%-15.8%0.387%
8/14/2024Bank of Montreal Can5,749$485K0.0%+49.6%0.188%
8/12/2024Mercer Global Advisors Inc. ADV2,737$231K0.0%-12.7%0.090%
8/8/2024Main Street Financial Solutions LLC4,286$362K0.0%-9.5%0.141%
8/2/2024Belpointe Asset Management LLC7,850$663K0.0%-60.2%0.257%
7/31/2024Commonwealth Equity Services LLC15,453$1.30M0.0%-3.2%0.507%
7/25/2024First 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%
7/22/2024Atria 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%
7/18/2024Royal Fund Management LLC26,934$2.28M0.2%-19.9%0.883%
5/24/2024Cetera Investment Advisers25,287$2.22M0.0%N/A0.829%
5/7/2024 NTV Asset Management LLC21,010$1.85M0.3%-1.4%0.689%
5/2/2024Bryn Mawr Capital Management LLC2,782$245K0.0%-18.4%0.091%
4/30/2024Fortis Group Advisors LLC4,643$408K0.1%N/A0.145%
4/30/2024Commonwealth Equity Services LLC15,960$1.40M0.0%-4.8%0.499%
4/26/2024 Clear Creek Financial Management LLC17,649$1.55M0.2%+370.1%0.552%
4/24/2024Newbridge Financial Services Group Inc.1,426$125K0.1%-43.9%0.045%
4/23/2024 WASHINGTON TRUST Co403$35K0.0%N/A0.013%
4/11/2024Royal Fund Management LLC33,608$2.96M0.3%-6.4%0.525%
3/22/2024 Livelsberger Financial Advisory920$78K0.1%N/A0.014%
2/9/2024Advisory Services Network LLC16,591$1.40M0.0%+11.0%0.259%
2/9/2024AXS Investments LLC2,640$222K0.1%-10.1%0.041%
2/9/2024UBS Group AG71,180$6.00M0.0%-11.1%1.112%
2/8/2024Foundations Investment Advisors LLC20,733$1.77M0.0%+67.7%0.324%
2/8/2024 Pacific Sun Financial Corp15,368$1.30M0.8%-9.9%0.240%
2/7/2024Integrity Financial Corp WA388$33K0.0%-30.0%0.006%
2/7/2024BNP Paribas Financial Markets21,160$1.78M0.0%-54.1%0.331%
2/6/2024 NTV Asset Management LLC21,310$1.80M0.3%-12.9%0.333%
2/6/2024Royal Fund Management LLC35,922$3.03M0.3%-8.8%0.561%
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2/6/2024Solutions 4 Wealth Ltd3,535$298K1.0%N/A0.055%
2/6/20249258 Wealth Management LLC4,880$411K0.1%-4.8%0.076%
2/2/2024 Truist Financial Corp2,553$215K0.0%N/A0.040%
2/2/2024Bryn Mawr Capital Management LLC3,410$287K0.0%-16.7%0.053%
2/2/2024Simplex Trading LLC327$27K0.0%+738.5%0.005%
2/2/2024VCI Wealth Management LLC7,410$624K0.4%N/A0.116%
2/2/2024Atria Wealth Solutions Inc.24,301$2.05M0.0%+2.6%0.380%
2/1/2024 Millington Financial Advisors LLC31,697$2.67M2.1%-6.8%0.495%
2/1/2024Telemus Capital LLC6,467$545K0.0%N/A0.101%
1/30/2024SFI Advisors LLC18,652$1.57M1.3%N/A0.291%
(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, 89 institutional investors and hedge funds held shares of SPDR S&P Health Care Equipment ETF. The most heavily invested institutionals were Dfpg Investments LLC ($30.30M), BNP Paribas Arbitrage SNC ($14.53M), International Assets Investment Management LLC ($9.23M), JPMorgan Chase & Co. ($9.02M), Modera Wealth Management LLC ($6.36M), UBS Group AG ($6.00M), and LPL Financial LLC ($5.80M).Learn more on XHE's institutional investors.

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

Of the 64 institutional investors that purchased SPDR S&P Health Care Equipment ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dfpg Investments LLC ($308.73K), International Assets Investment Management LLC ($219.05K), BNP Paribas Arbitrage SNC ($147.70K), Modera Wealth Management LLC ($81.49K), BNP Paribas Financial Markets ($50K), Financial Advocates Investment Management ($33.27K), and Raymond James Financial Inc. ($31.19K).

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

Institutional investors have bought a total of 1,212,666 shares in the last 24 months. This purchase volume represents approximately $109.92M in transactions.

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

Of the 47 institutional investors that sold SPDR S&P Health Care Equipment ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($65.68K), Meitav Investment House Ltd. ($56.33K), Citigroup Inc. ($44.30K), BNP Paribas Financial Markets ($24.96K), Royal Fund Management LLC ($17.81K), Means Investment CO. Inc. ($15.41K), and Belpointe Asset Management LLC ($11.85K).

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

Institutional investors have sold a total of 340,652 shares in the last 24 months. This volume of shares sold represents approximately $29.46M in transactions.


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This page (NYSEARCA:XHE) was last updated on 5/2/2025 by MarketBeat.com Staff
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