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

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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)
44
Total
Institutional Inflows
(last 12 months)
$91.07M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$19.62M
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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
5/7/2024NTV Asset Management LLC21,010$1.85M0.3%-1.4%0.689%
5/2/2024 Bryn Mawr Capital Management LLC2,782$245K0.0%-18.4%0.091%
4/30/2024 Fortis 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%
4/24/2024 Newbridge Financial Services Group Inc.1,426$125K0.1%-43.9%0.045%
4/23/2024 WASHINGTON TRUST Co403$35K0.0%N/A0.013%
4/11/2024 Royal Fund Management LLC33,608$2.96M0.3%-6.4%0.525%
3/22/2024Livelsberger 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%
2/7/2024 Integrity Financial Corp WA388$33K0.0%-30.0%0.006%
2/7/2024 BNP Paribas Financial Markets21,160$1.78M0.0%-54.1%0.331%
2/6/2024NTV Asset Management LLC21,310$1.80M0.3%-12.9%0.333%
2/6/2024 Royal Fund Management LLC35,922$3.03M0.3%-8.8%0.561%
2/6/2024 Solutions 4 Wealth Ltd3,535$298K1.0%N/A0.055%
2/6/2024 9258 Wealth Management LLC4,880$411K0.1%-4.8%0.076%
2/2/2024Truist Financial Corp2,553$215K0.0%N/A0.040%
2/2/2024 Bryn Mawr Capital Management LLC3,410$287K0.0%-16.7%0.053%
2/2/2024 Simplex Trading LLC327$27K0.0%+738.5%0.005%
2/2/2024 VCI Wealth Management LLC7,410$624K0.4%N/A0.116%
2/2/2024Atria Wealth Solutions Inc.24,301$2.05M0.0%+2.6%0.380%
2/1/2024Millington 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%
1/29/2024 Meitav Investment House Ltd.21,179$1.79M0.0%-4.4%0.331%
1/25/2024 International Assets Investment Management LLC109,523$9.23M0.0%N/A1.711%
1/25/2024 Means Investment CO. Inc.15,881$1.34M0.2%-13.9%0.248%
1/24/2024 International Assets Investment Management LLC109,523$9.23M0.0%N/A1.711%
1/24/2024 Clear Creek Financial Management LLC3,754$316K0.1%+10.6%0.059%
1/22/2024 Bank Hapoalim BM10,878$917K0.1%-8.7%0.170%
1/17/2024Blackston Financial Advisory Group LLC4,478$377K0.2%N/A0.070%
1/16/2024 Raymond James Financial Services Advisors Inc.7,223$609K0.0%+65.1%0.113%
1/16/2024 Raymond James & Associates14,742$1.24M0.0%-11.5%0.230%
12/6/2023Citigroup Inc.6,838$534K0.0%-76.4%0.107%
11/30/2023Modera Wealth Management LLC81,492$6.36M0.1%N/A1.273%
11/13/2023LPL Financial LLC114,652$8.95M0.0%-15.3%1.791%
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11/13/2023Robertson Stephens Wealth Management LLC3,090$241K0.0%-34.8%0.048%
11/9/2023Citigroup Inc.6,838$534K0.0%-76.4%0.107%
11/9/2023UBS Group AG80,088$6.25M0.0%-3.1%1.251%
11/8/2023HighTower Advisors LLC25,107$1.95M0.0%+1.1%0.392%
11/8/2023Atria Wealth Solutions Inc.23,691$1.85M0.0%+16.0%0.370%
11/8/2023 Bryn Mawr Capital Management LLC4,093$320K0.0%N/A0.064%
11/8/2023Stonebridge Financial Planning Group LLC3,501$273K0.2%-11.8%0.055%
11/7/2023Merit Financial Group LLC6,371$497K0.0%+9.5%0.100%
11/6/2023NTV Asset Management LLC24,470$1.91M0.3%-0.9%0.382%
11/3/2023 Main Street Financial Solutions LLC4,754$371K0.1%-11.2%0.074%
11/2/2023Millington Financial Advisors LLC34,002$2.66M2.4%+3.3%0.531%
11/2/2023Quantum Private Wealth LLC4,416$345K0.2%-10.3%0.069%
11/2/2023 Capital Investment Advisory Services LLC821$64K0.0%N/A0.013%
11/1/2023 Wealthfront Advisers LLC3,097$242K0.0%-36.4%0.048%
10/27/2023 Financial Advocates Investment Management33,270$2.60M0.2%N/A0.520%
10/25/2023 Means Investment CO. Inc.18,438$1.44M0.2%-11.1%0.288%
10/24/2023 Raymond James Financial Services Advisors Inc.4,376$342K0.0%-10.6%0.068%
10/24/2023 Raymond James & Associates16,650$1.30M0.0%+102.6%0.260%
10/24/2023 Bank Hapoalim BM11,915$930K0.2%-1.7%0.186%
10/23/2023Commonwealth Equity Services LLC22,023$1.72M0.0%-4.5%0.344%
10/17/2023 Royal Fund Management LLC39,370$3.07M0.4%-4.5%0.615%
10/17/2023 Newbridge Financial Services Group Inc.3,022$236K0.1%-8.5%0.047%
10/11/2023AE Wealth Management LLC7,087$553K0.0%+9.9%0.111%
10/11/2023 KWB Wealth2,837$221K0.0%-6.3%0.044%
10/5/2023Foundations Investment Advisors LLC12,364$965K0.0%N/A0.193%
8/11/2023Robertson Stephens Wealth Management LLC4,740$466K0.0%-59.0%0.074%
8/10/2023Commonwealth Equity Services LLC23,050$2.27M0.0%+6.0%0.360%
8/10/2023 Private Advisor Group LLC4,651$458K0.0%N/A0.073%
8/10/2023 Meitav Investment House Ltd.22,153$2.16M0.0%+1.3%0.346%
8/10/2023Cetera Advisor Networks LLC40,499$3.99M0.0%-1.5%0.633%
8/10/2023Citigroup Inc.28,988$2.85M0.0%+115.7%0.453%
8/9/2023 BNP Paribas Arbitrage SNC147,700$14.53M0.0%N/A2.308%
8/9/2023 Coastal Investment Advisors Inc.1,077$106K0.0%N/A0.017%
8/8/2023 9258 Wealth Management LLC5,125$504K0.1%-3.8%0.080%
8/8/2023Millington Financial Advisors LLC32,908$3.24M2.9%-3.8%0.514%
8/4/2023Envestnet Asset Management Inc.16,140$1.59M0.0%+8.6%0.252%
8/3/2023Atria Wealth Solutions Inc.20,420$2.01M0.0%+3.7%0.319%
8/3/2023 Fifth Lane Capital LP3,614$356K0.1%N/A0.056%
8/3/2023Oppenheimer & Co. Inc.2,465$243K0.0%N/A0.039%
8/2/2023NTV Asset Management LLC24,685$2.43M0.4%+0.9%0.449%
8/2/2023Bank of Montreal Can831$82K0.0%N/A0.015%
8/2/2023Houlihan Financial Resource Group Ltd.2,790$269K0.0%N/A0.051%
8/1/2023Merit Financial Group LLC5,817$572K0.0%N/A0.106%
7/31/2023LPL Financial LLC135,433$13.33M0.0%+22.6%2.462%
7/31/2023PVG Asset Management Corp3,287$323K1.4%N/A0.060%
7/31/2023 Means Investment CO. Inc.20,748$2.04M0.3%-4.3%0.377%
7/26/2023 Bank Hapoalim BM12,125$1.19M0.2%-7.8%0.220%
7/25/2023 Raymond James & Associates8,219$809K0.0%+27.7%0.149%
7/24/2023 KWB Wealth3,027$298K0.0%N/A0.055%
7/24/2023Dfpg Investments LLC308,728$30.30M2.7%N/A5.613%
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7/24/2023 Meitav Investment House Ltd.22,153$2.16M0.0%+1.3%0.403%
7/24/2023 Migdal Insurance & Financial Holdings Ltd.1,740$170K0.0%-50.0%0.032%
7/21/2023 Joseph P. Lucia & Associates LLC2,532$249K0.2%-7.7%0.046%
7/19/2023Blackston Financial Advisory Group LLC4,917$484K0.3%-5.7%0.089%
7/18/2023 Fiduciary Alliance LLC292$29K0.0%N/A0.005%
7/17/2023 Clear Creek Financial Management LLC3,343$329K0.1%-3.3%0.061%
7/12/2023 Royal Fund Management LLC41,234$4.06M0.5%-7.9%0.750%
7/12/2023 Pacific Sun Financial Corp17,466$1.64M1.1%N/A0.318%
7/11/2023 Peak Financial Advisors LLC35,555$3.50M2.7%+2.9%0.646%
7/10/2023AE Wealth Management LLC6,448$634K0.0%N/A0.117%
(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, 90 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), LPL Financial LLC ($8.95M), Modera Wealth Management LLC ($6.36M), UBS Group AG ($6.00M), and Spectrum Wealth Advisory Group LLC ($4.28M).Learn more on XHE's institutional investors.

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

Of the 69 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: International Assets Investment Management LLC ($598.98K), Dfpg Investments LLC ($308.73K), BNP Paribas Arbitrage SNC ($147.70K), Modera Wealth Management LLC ($81.49K), LPL Financial LLC ($58.26K), Millington Financial Advisors LLC ($36.67K), and Peak Financial Advisors LLC ($35.56K).

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

Institutional investors have bought a total of 1,559,765 shares in the last 24 months. This purchase volume represents approximately $141.53M in transactions.

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

Of the 49 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: Meitav Investment House Ltd. ($55.96K), Citigroup Inc. ($48.84K), LPL Financial LLC ($39.20K), BNP Paribas Financial Markets ($24.96K), Royal Fund Management LLC ($23.76K), Psagot Value Holdings Ltd. Israel ($23.20K), and Commonwealth Equity Services LLC ($20.28K).

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

Institutional investors have sold a total of 372,318 shares in the last 24 months. This volume of shares sold represents approximately $33.52M in transactions.


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This page (NYSEARCA:XHE) was last updated on 5/7/2024 by MarketBeat.com Staff

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