Free Trial

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

SPDR S&P Health Care Equipment ETF logo
$80.26 -0.26 (-0.32%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P Health Care Equipment ETF (NYSEARCA:XHE)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$40.74M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$24.30M
Get XHE Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Health Care Equipment ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XHE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/12/2026 Commonwealth 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%
2/6/2026 Quantum 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%
2/2/2026 Truist 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%
1/26/2026 Means Investment CO. Inc.3,215$284K0.0%-23.3%0.184%
1/23/2026 Clear Creek Financial Management LLC3,499$309K0.0%-34.6%0.200%
1/21/2026 Sound 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%
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%
11/10/2025 Clear 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%
11/6/2025 Means 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%
11/5/2025 Envestnet Asset Management Inc.27,965$2.20M0.0%-19.4%1.616%
11/3/2025 Truist Financial Corp19,399$1.53M0.0%-21.6%1.121%
10/21/2025 NTV 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%
8/11/2025 Y.D. More Investments Ltd454$37K0.0%+47.9%0.022%
8/8/2025Cetera 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%
7/31/2025Wealthfront 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%
7/21/2025Ameritas Advisory Services LLC1,367$111K0.0%N/A0.067%
7/18/2025 Truist Financial Corp24,750$2.01M0.0%+6.3%1.207%
5/20/2025Belpointe 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%
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%
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%
2/13/2025Envestnet 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%


XHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHE shares?

During the previous two years, 58 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), LPL Financial LLC ($5.43M), UBS Group AG ($4.53M), BNP Paribas Financial Markets ($4.43M), Bank of America Corp DE ($2.42M), and Royal Fund Management LLC ($2.28M).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 43 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), BNP Paribas Financial Markets ($50K), Empowered Funds LLC ($36.57K), 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 465,607 shares in the last 24 months. This purchase volume represents approximately $40.74M in transactions.

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

Of the 31 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), UBS Group AG ($19.47K), Modern Wealth Management LLC ($14.07K), Royal Bank of Canada ($11.98K), Citadel Advisors LLC ($11.66K), and Clear Creek Financial Management LLC ($11.33K).

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

Institutional investors have sold a total of 299,079 shares in the last 24 months. This volume of shares sold represents approximately $24.30M in transactions.



This page (NYSEARCA:XHE) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners