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

SPDR S&P Health Care Equipment ETF logo
$89.02 -1.19 (-1.32%)
Closing price 04:10 PM Eastern
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$89.08 +0.06 (+0.06%)
As of 07:30 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)
20
Total
Institutional Inflows
(last 12 months)
$44.10M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.50M
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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
9/23/2026Envestnet Asset Management Inc.17,679$1.49M0.0%-44.8%0.850%
9/9/2026Integrated Wealth Concepts LLC2,166$182K0.0%N/A0.124%
9/2/2026Citadel Advisors LLC11,965$1.01M0.0%N/A0.684%
8/27/2026Corient Private Wealth LP8,890$749K0.0%-7.3%0.508%
7/7/2026Avior Wealth Management LLC11,762$991K0.0%N/A0.680%
5/19/2026Bank of America Corp DE87,355$6.84M0.0%+132.7%5.460%
5/18/2026Sunbelt Securities Inc.1,011$79K0.0%-16.6%0.063%
5/18/2026Royal Bank of Canada27,489$2.15M0.0%+78.1%1.718%
5/15/2026Vivaldi Capital Management LP4,279$335K0.0%+18.8%0.267%
5/13/2026Cetera Investment Advisers4,332$339K0.0%-25.4%0.271%
5/8/2026Pacific Sun Financial Corp12,967$1.02M0.5%-3.3%0.810%
5/5/2026Wealthfront Advisers LLC6,364$498K0.0%+26.2%0.398%
3/17/2026Rockefeller Capital Management L.P.5,208$460K0.0%+3.1%0.306%
2/20/2026Sunbelt Securities Inc.1,212$107K0.0%-17.4%0.071%
2/18/2026Empowered Funds LLC18,286$1.61M0.0%N/A1.076%
2/17/2026Cetera Investment Advisers5,809$512K0.0%-27.0%0.342%
2/17/2026Osaic Holdings Inc.4,815$425K0.0%-35.2%0.283%
2/17/2026Royal Bank of Canada15,434$1.36M0.0%+202.2%0.908%
2/13/2026Vivaldi Capital Management LP3,601$318K0.0%+12.0%0.212%
2/13/2026Wells Fargo & Company MN5,023$443K0.0%+18.0%0.295%
2/12/2026Commonwealth Equity Services LLC11,196$988K0.0%-6.8%0.659%
2/12/2026Bank of Montreal Can2,185$193K0.0%-49.0%0.129%
2/11/2026Empowered Funds LLC18,286$1.61M0.0%N/A1.076%
2/11/2026LPL Financial LLC61,551$5.43M0.0%+61.7%3.621%
2/11/2026JPMorgan Chase & Co.201,947$17.82M0.0%+9,679.5%11.879%
2/10/2026Goldman Sachs Group Inc.129,895$11.46M0.0%+998.1%7.641%
2/6/2026Quantum Private Wealth LLC2,500$221K0.1%N/A0.147%
2/6/2026HighTower Advisors LLC18,037$1.59M0.0%+2.2%1.061%
2/5/2026Northwestern Mutual Wealth Management Co.21,613$1.91M0.0%+3,880.3%1.271%
2/5/2026Pacific Sun Financial Corp13,414$1.18M0.6%-2.4%0.789%
2/2/2026Truist Financial Corp19,571$1.73M0.0%+0.9%1.151%
1/30/2026Wealthfront Advisers LLC5,043$445K0.0%+2.6%0.297%
1/29/2026UBS Group AG51,295$4.53M0.0%-3.8%2.965%
1/26/2026Means Investment CO. Inc.3,215$284K0.0%-23.3%0.184%
1/23/2026Clear Creek Financial Management LLC3,499$309K0.0%-34.6%0.200%
1/21/2026Sound Income Strategies LLC452$40K0.0%+310.9%0.026%
11/18/2025Advisory Services Network LLC1,040$82K0.0%N/A0.060%
11/17/2025Vivaldi Capital Management LP3,214$253K0.0%+7.0%0.186%
11/17/2025Susquehanna International Group LLP18,289$1.44M0.0%-24.4%1.057%
11/17/2025Northwestern Mutual Wealth Management Co.543$43K0.0%-28.0%0.031%
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11/17/2025Citadel Advisors LLC11,896$937K0.0%-49.5%0.688%
11/17/2025Bank of America Corp DE30,694$2.42M0.0%+5.0%1.774%
11/14/2025Raymond James Financial Inc.10,371$817K0.0%-22.5%0.599%
11/13/2025Pacific Sun Financial Corp13,746$1.08M0.5%-1.3%0.795%
11/13/2025UBS Group AG53,342$4.20M0.0%-24.6%3.083%
11/13/2025Modern Wealth Management LLC5,099$402K0.0%-73.4%0.295%
11/12/2025MGB Wealth Management LLC2,690$212K0.1%-15.0%0.155%
11/10/2025Clear Creek Financial Management LLC5,350$421K0.0%-50.1%0.309%
11/7/2025HighTower Advisors LLC17,653$1.39M0.0%-1.9%1.020%
11/6/2025Ameritas Advisory Services LLC535$42K0.0%-60.9%0.031%
11/6/2025Wealthfront Advisers LLC4,916$387K0.0%+57.9%0.284%
11/6/2025Means Investment CO. Inc.4,189$330K0.0%-14.9%0.242%
11/5/2025Sherman Asset Management Inc.650$51K0.0%-53.7%0.038%
11/5/2025Capital Investment Advisory Services LLC1,180$93K0.0%+34.1%0.068%
11/5/2025Envestnet Asset Management Inc.27,965$2.20M0.0%-19.4%1.616%
11/3/2025Truist Financial Corp19,399$1.53M0.0%-21.6%1.121%
10/21/2025NTV Asset Management LLC9,945$783K0.1%-16.1%0.575%
8/18/2025N.E.W. Advisory Services LLC531$43K0.0%-48.4%0.027%
8/15/2025Sherman Asset Management Inc.1,405$114K0.1%-49.5%0.070%
8/15/2025Modern Wealth Management LLC19,164$1.56M0.0%+22.1%0.958%
8/15/2025Bank of America Corp DE29,244$2.38M0.0%+49.4%1.462%
8/14/2025MGB Wealth Management LLC3,164$257K0.1%-5.6%0.158%
8/14/2025Raymond James Financial Inc.13,376$1.09M0.0%+6.2%0.669%
8/14/2025Vivaldi Capital Management LP3,005$244K0.0%-14.5%0.150%
8/12/2025JPMorgan Chase & Co.2,159$175K0.0%-97.9%0.108%
8/11/2025Y.D. More Investments Ltd454$37K0.0%+47.9%0.022%
8/8/2025Cetera Investment Advisers8,884$721K0.0%-9.6%0.433%
8/1/2025Envestnet Asset Management Inc.34,679$2.82M0.0%+6.9%1.692%
7/31/2025Wealthfront Advisers LLC3,113$253K0.0%+7.2%0.152%
7/25/2025Means Investment CO. Inc.4,921$400K0.0%-3.8%0.240%
7/23/2025Clear Creek Financial Management LLC10,713$870K0.1%-27.8%0.523%
7/23/2025Meitav Investment House Ltd.20,738$1.68M0.0%-1.1%1.012%
7/21/2025NTV Asset Management LLC11,860$963K0.1%-18.5%0.579%
7/21/2025Ameritas Advisory Services LLC1,367$111K0.0%N/A0.067%
7/18/2025Truist Financial Corp24,750$2.01M0.0%+6.3%1.207%
5/20/2025Belpointe Asset Management LLC8,706$716K0.0%+11.5%0.409%
5/16/2025Northeast Financial Consultants Inc9,538$784K0.0%-5.6%0.448%
5/16/2025Goldman Sachs Group Inc.22,174$1.82M0.0%-77.3%1.082%
5/16/2025Jones Financial Companies Lllp26,930$2.21M0.0%+1,566.5%1.264%
5/15/2025Royal Bank of Canada3,991$328K0.0%-75.0%0.187%
5/13/2025Kovitz Investment Group Partners LLC4,234$348K0.0%-24.1%0.199%
5/9/2025MGB Wealth Management LLC3,353$276K0.1%-14.7%0.156%
5/9/2025Atria Wealth Solutions Inc.24,971$2.05M0.0%-2.2%1.161%
5/7/2025N.E.W. Advisory Services LLC1,029$85K0.0%N/A0.048%
5/7/2025LPL Financial LLC56,557$4.65M0.0%-13.7%2.631%
5/6/2025Cetera Investment Advisers9,826$808K0.0%-8.8%0.457%
5/5/2025Financial Harvest LLC2,728$224K0.1%N/A0.127%
5/2/2025Wealthfront Advisers LLC2,904$239K0.0%-31.6%0.135%
4/30/2025NTV Asset Management LLC14,560$1.20M0.2%-7.0%0.677%
4/30/2025Bank Hapoalim BM3,034$249K0.0%-16.0%0.141%
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4/29/2025Envestnet Asset Management Inc.32,455$2.67M0.0%+222.0%1.510%
4/28/2025Clear Creek Financial Management LLC14,829$1.22M0.1%-8.2%0.690%
4/21/2025Means Investment CO. Inc.5,115$420K0.0%-56.2%0.238%
4/17/2025Pacific Sun Financial Corp13,995$1.15M0.7%+3.3%0.657%
4/14/2025Sherman Asset Management Inc.2,783$229K0.2%+59.9%0.131%
3/24/2025Mascagni Wealth Management Inc.500$44K0.0%N/A0.022%
2/18/2025Sunbelt 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%


XHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of SPDR S&P Health Care Equipment ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($17.82M), Goldman Sachs Group Inc. ($11.46M), Bank of America Corp DE ($6.84M), LPL Financial LLC ($5.43M), UBS Group AG ($4.53M), BNP Paribas Financial Markets ($4.43M), and Jones Financial Companies Lllp ($2.21M).Learn more on SPDR S&P Health Care Equipment ETF's institutional investors.

Of the 44 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: JPMorgan Chase & Co. ($201.68K), Goldman Sachs Group Inc. ($118.07K), Bank of America Corp DE ($60.93K), BNP Paribas Financial Markets ($50K), Empowered Funds LLC ($36.57K), Raymond James Financial Inc. ($31.97K), and Jones Financial Companies Lllp ($25.73K).

Institutional investors have bought a total of 508,801 shares in the last 24 months. This purchase volume represents approximately $44.10M in transactions.

Of the 22 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: Envestnet Asset Management Inc. ($21.08K), UBS Group AG ($19.47K), Modern Wealth Management LLC ($14.07K), Citadel Advisors LLC ($11.66K), Clear Creek Financial Management LLC ($7.21K), Susquehanna International Group LLP ($5.91K), and Truist Financial Corp ($5.35K).

Institutional investors have sold a total of 105,264 shares in the last 24 months. This volume of shares sold represents approximately $8.50M in transactions.


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Institutional ownership data for NYSEARCA:XHE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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