Who Owns State Street SPDR S&P Health Care Equipment ETF (XHE)?Hedge Fund & Institutional Holders

$79.60-0.20 (-0.25%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7000000110000005e+236T

% of Float Held

QoQ Change in Holders

+8 / -5

Price History

$72.34$78.19$84.03$89.88$95.73Sep 24Jun 25Mar 26

XHE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JPMORGAN CHASE & COIncreased+200K+$16.8B
GOLDMAN SACHS GROUP INCIncreased+118K+$10.1B
BANK OF AMERICA CORP /DE/Increased+7K+$2.0B
RAYMOND JAMES FINANCIAL INCIncreased+22K+$1.2B
MEITAV INVESTMENT HOUSE LTDNew Position+21K+$1.0B
ROYAL BANK OF CANADAIncreased+10K+$598.0M
Wealthfront Advisers LLCNew Position+5K+$444.0M
Quantum Private Wealth, LLCNew Position+3K+$220.0M
Capital Investment Advisory Services, LLCNew Position+1K+$104.0M
Sherman Asset Management, Inc.New Position+625+$55.0M
N.E.W. Advisory Services LLCNew Position+499+$43.0M
Sound Income Strategies, LLCIncreased+342+$31.2M
Farther Finance Advisors, LLCNew Position+154+$13.0M
MORGAN STANLEYIncreased+123K+$10.8M
CoreCap Advisors, LLCNew Position+112+$9.0M

XHE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-5K-$936.9M
Cetera Investment AdvisersDecreased-2K-$626.5M
OSAIC HOLDINGS, INC.Decreased-3K-$603.9M
BANK OF MONTREAL /CAN/Decreased-2K-$337.5M
Kovitz Investment Group Partners, LLCClosed Position-4K-$282.9M
IHT Wealth Management, LLCDecreased-258-$255.2M
Modern Wealth Management, LLCDecreased-2K-$140.6M
CITIGROUP INCDecreased-19-$93.5M
Advisory Services Network, LLCClosed Position-1K-$81.9M
Sunbelt Securities, Inc.Decreased-255-$9.5M
Creekmur Asset Management LLCClosed Position-17-$1.3M
Cambridge Investment Research Advisors, Inc.Decreased-62-$729K
Clear Creek Financial Management, LLCDecreased-2K-$113K
Federation des caisses Desjardins du QuebecClosed Position-100-$7K
PRINCIPAL SECURITIES, INC.Closed Position-13-$1K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO200,000$17.0B0.00%Share
2GOLDMAN SACHS GROUP INC129,895$11.0B0.00%Share
3UBS Group AG40,716$3.6B0.00%Share
4RAYMOND JAMES FINANCIAL INC27,312$2.0B0.00%Share
5PACIFIC SUN FINANCIAL CORP13,414$1.2B0.57%Share
6SUSQUEHANNA INTERNATIONAL GROUP, LLP17,186$1.0B0.00%Share
7BANK OF AMERICA CORP /DE/14,108$1.0B0.00%Share
8BANK OF AMERICA CORP /DE/15,350$1.0B0.00%Share
9MEITAV INVESTMENT HOUSE LTD20,738$1.0B0.01%Share
10ROYAL BANK OF CANADA15,373$1.0B0.00%Share
11UBS Group AG10,579$933.0M0.00%Share
12Cornerstone Advisory, LLC8,000$705.0M0.07%Share
13Wealthfront Advisers LLC5,043$444.0M0.00%Share
14Modern Wealth Management, LLC2,959$261.0M0.00%Share
15MGB Wealth Management, LLC2,690$237.0M0.07%Share
16Quantum Private Wealth, LLC2,500$220.0M0.06%Share
17Sunbelt Securities, Inc.1,212$106.0M0.01%Share
18Capital Investment Advisory Services, LLC1,180$104.0M0.01%Share
19Sherman Asset Management, Inc.625$55.0M0.05%Share
20N.E.W. Advisory Services LLC499$43.0M0.00%Share
21Sound Income Strategies, LLC452$40.0M0.00%Share
22Prestige Wealth Management Group LLC276$24.0M0.00%Share
23FWL INVESTMENT MANAGEMENT, LLC200$17.0M0.00%Share
24MORGAN STANLEY175,000$15.0M0.00%Share
25Farther Finance Advisors, LLC154$13.0M0.00%Share
26Comprehensive Financial Planning, Inc./PA150$13.0M0.01%Share
27CoreCap Advisors, LLC112$9.0M0.00%Share
28COMERICA BANK97$8.0M0.00%Share
29LPL Financial LLC61,551$5.0M0.00%Share
30Golden State Wealth Management, LLC67$5.0M0.00%Share
31Copia Wealth Management54$4.0M0.00%Share
32MORGAN STANLEY52,402$4.0M0.00%Share
33Fourth Dimension Wealth, LLC38$3.0M0.00%Share
34Central Pacific Bank - Trust Division26$2.0M0.00%Share
35ENVESTNET ASSET MANAGEMENT INC28,715$2.0M0.00%Share
36Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD20,635$1.8M0.36%Share
37TRUIST FINANCIAL CORP19,571$1.7M0.00%Share
38Integrity Financial Corp /WA17$1.0M0.00%Share
39Empowered Funds, LLC18,286$1.0M0.01%Share
40HighTower Advisors, LLC18,037$1.0M0.00%Share
41Corient Private Wealth LLC9,588$845K0.00%Share
42NTV ASSET MANAGEMENT LLC8,945$789K0.08%Share
43NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21,613$667K0.00%Share
44Vivaldi Capital Management LP3,601$317K0.04%Share
45Solutions 4 Wealth, Ltd3,535$311K0.47%Share
46Clear Creek Financial Management, LLC3,499$308K0.03%Share
47MEANS INVESTMENT CO., INC.3,215$283K0.02%Share
48Millennium Capital Advisors, LLC2,250$263K0.20%Share
49Millennium Capital Advisors, LLC2,250$252K0.20%Share
50Jackson Hole Capital Partners, LLC1,292$113K0.02%Share

XHE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202577$43.1B+24
Q3 202553$19.6B-19
Q2 202572$38.0B-14
Q1 202586$54.8B+6
Q4 202480$2.3T+9
Q3 202471$15.2T-6
Q2 202477$4.8T-4
Q1 202481$505.1T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold XHE (State Street SPDR S&P Health Care Equipment ETF). The largest holder is JPMORGAN CHASE & CO with $17.0B in shares. This quarter, 8 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own XHE?

As of Q4 2025, 50 institutional investors report holding XHE (State Street SPDR S&P Health Care Equipment ETF) in their 13F filings.

Who is the largest institutional holder of XHE?

The largest institutional holder of XHE is JPMORGAN CHASE & CO with $17.0B in shares.

Is institutional ownership of XHE increasing or decreasing?

This quarter, 8 institutions opened new positions in XHE and 5 closed their positions.