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

SPDR S&P Health Care Equipment ETF logo
$90.46 +0.82 (+0.91%)
(As of 11:35 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$36.43M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$10.10M
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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
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%
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%
7/31/2024Commonwealth 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%
7/20/2024Means 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%
7/18/2024 Royal Fund Management LLC26,934$2.28M0.2%-19.9%0.883%
5/24/2024 Cetera Investment Advisers25,287$2.22M0.0%N/A0.829%
5/7/2024 NTV Asset Management LLC21,010$1.85M0.3%-1.4%0.689%
5/2/2024 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%
3/22/2024 Livelsberger Financial Advisory920$78K0.1%N/A0.014%
2/9/2024 Advisory Services Network LLC16,591$1.40M0.0%+11.0%0.259%
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2/9/2024 AXS Investments LLC2,640$222K0.1%-10.1%0.041%
2/9/2024 UBS Group AG71,180$6.00M0.0%-11.1%1.112%
2/8/2024 Foundations 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%
2/6/2024 NTV 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%
2/2/2024 Truist 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%
2/2/2024 Atria 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%
1/30/2024 SFI 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%
1/25/2024Means 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%
1/17/2024 Blackston Financial Advisory Group LLC4,478$377K0.2%N/A0.070%
1/16/2024Raymond James Financial Services Advisors Inc.7,223$609K0.0%+65.1%0.113%
1/16/2024Raymond James & Associates14,742$1.24M0.0%-11.5%0.230%
12/6/2023 Citigroup Inc.6,838$534K0.0%-76.4%0.107%
11/30/2023 Modera Wealth Management LLC81,492$6.36M0.1%N/A1.273%
11/13/2023 LPL Financial LLC114,652$8.95M0.0%-15.3%1.791%
11/13/2023 Robertson Stephens Wealth Management LLC3,090$241K0.0%-34.8%0.048%
11/9/2023 Citigroup Inc.6,838$534K0.0%-76.4%0.107%
11/9/2023 UBS Group AG80,088$6.25M0.0%-3.1%1.251%
11/8/2023 HighTower Advisors LLC25,107$1.95M0.0%+1.1%0.392%
11/8/2023 Atria 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%
11/8/2023 Stonebridge Financial Planning Group LLC3,501$273K0.2%-11.8%0.055%
11/7/2023Merit Financial Group LLC6,371$497K0.0%+9.5%0.100%
11/6/2023 NTV 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%
11/2/2023 Millington Financial Advisors LLC34,002$2.66M2.4%+3.3%0.531%
11/2/2023 Quantum 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%
10/25/2023Means Investment CO. Inc.18,438$1.44M0.2%-11.1%0.288%
10/24/2023Raymond James Financial Services Advisors Inc.4,376$342K0.0%-10.6%0.068%
10/24/2023Raymond 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%
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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%
10/11/2023 AE Wealth Management LLC7,087$553K0.0%+9.9%0.111%
10/11/2023 KWB Wealth2,837$221K0.0%-6.3%0.044%
10/5/2023 Foundations Investment Advisors LLC12,364$965K0.0%N/A0.193%
8/11/2023 Robertson 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%
(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, 86 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 Cetera Advisor Networks LLC ($3.99M).Learn more on XHE's institutional investors.

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

Of the 63 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), Millington Financial Advisors LLC ($36.67K), Peak Financial Advisors LLC ($35.56K), and Financial Advocates Investment Management ($33.27K).

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

Institutional investors have bought a total of 1,534,016 shares in the last 24 months. This purchase volume represents approximately $139.32M 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: Meitav Investment House Ltd. ($55.96K), Citigroup Inc. ($48.84K), LPL Financial LLC ($39.20K), Royal Fund Management LLC ($30.23K), BNP Paribas Financial Markets ($24.96K), Belpointe Asset Management LLC ($11.85K), and UBS Group AG ($11.46K).

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

Institutional investors have sold a total of 308,537 shares in the last 24 months. This volume of shares sold represents approximately $26.77M in transactions.



This page (NYSEARCA:XHE) was last updated on 11/21/2024 by MarketBeat.com Staff
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