
SPDR S&P Health Care Equipment is an exchange-traded fund on ARCA. As of Q3 2025, 78 institutional investors hold shares in this ETF, with total holdings valued at $43.3M. MORGAN STANLEY is the largest holder with a position valued at $8.2M.
Overview of institutional ownership in XHE as of Q3 2025
Institutions with the largest positions in XHE as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $8.2M 0.00% of portfolio |
UBS Group AG Institution | $4.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $3.0M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $2.4M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.2M 0.00% of portfolio |
MEITAV DASH INVESTMENTS LTD RIA/Wealth | $1.6M 0.02% of portfolio |
$1.6M 0.34% of portfolio | |
BB&T CORP Institution | $1.5M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.4M 0.00% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $1.4M 0.00% of portfolio |
Institutional buying and selling activity for XHE in Q3 2025
| Institution | Net Bought |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | +$755.1K +9.6K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$501.7K +6.4K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$397.7K +5.0K shares |
IHT Wealth Management, LLC RIA/Wealth | +$255.2K +3.2K shares |
Wealthfront Advisers LLC RIA/Wealth | +$142.0K +1.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$114.2K +1.5K shares |
A Advisory Services Network, LLC RIA/Wealth | +$81.9K +1.0K shares |
+$23.6K +300.0 shares | |
S SIMPLEX TRADING, LLC Institution | +$17.0K +216.0 shares |
Vivaldi Capital Management, LLC RIA/Wealth | +$16.5K +209.0 shares |
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$4.0M −50.7K shares |
UBS Group AG Institution | −$1.4M −17.4K shares |
R ROYAL BANK OF CANADA Institution | −$1.1M −14.5K shares |
Modern Wealth Management, LLC RIA/Wealth | −$1.1M −14.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$918.0K −11.7K shares |
WELLS FARGO & COMPANY/MN Institution | −$895.6K −11.4K shares |
L LPL Financial LLC Institution | −$877.3K −11.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$528.8K −6.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$465.7K −5.9K shares |
CITIGROUP INC Institution | −$440.1K −5.6K shares |
Institutions that initiated new positions or completely exited XHE in Q3 2025
| Institution | Position Value |
|---|---|
FWL INVESTMENT MANAGEMENT, LLC RIA/Wealth | $15.8K 200.0 shares |
C CVA Family Office, LLC Institution | $6.0K 76.0 shares |
| Institution | Previous Position |
|---|---|
Snowden Capital Advisors LLC RIA/Wealth | $370.1K 4.6K shares |
B BANK HAPOALIM BM Institution | $243.5K 3.0K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $206.3K 2.5K shares |
Quantum Private Wealth, LLC RIA/Wealth | $203.0K 2.5K shares |
Riggs Asset Managment Co. Inc. RIA/Wealth | $65.4K 805.0 shares |
Park Square Financial Group, LLC RIA/Wealth | $8.1K 100.0 shares |
Nova Wealth Management, Inc. RIA/Wealth | $325.0 4.0 shares |
Institutions with the largest Call and Put options positions in XHE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XHE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.52% $1.1M |
Solutions 4 Wealth, Ltd RIA/Wealth | 0.43% $278.4K |
0.34% $1.6M | |
NTV ASSET MANAGEMENT LLC RIA/Wealth | 0.09% $783.2K |
C Cornerstone Advisory, LLP RIA/Wealth | 0.06% $630.1K |
M MGB Wealth Management, LLC RIA/Wealth | 0.06% $211.9K |
Sherman Asset Management, Inc. RIA/Wealth | 0.04% $51.2K |
Clear Creek Financial Management, LLC RIA/Wealth | 0.04% $421.3K |
Vivaldi Capital Management, LLC RIA/Wealth | 0.04% $253.1K |
MEANS INVESTMENT CO., INC. RIA/Wealth | 0.03% $329.9K |
Discover hedge funds investing in XHE


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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