SPDR S&P HEALTH CARE EQUIPME (XHE) Institutional Ownership Changes & 13F Activity
SPDR S&P HEALTH CARE EQUIPME (XHE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Bank Of America Corp, Bnp Paribas Financial Markets, Morgan Stanley, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +100 | — | 100 | $8.42K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +11,965 | — | 11,965 | $1.01M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -698 | -7.3% | 8,890 | $748.81K | Q2 2026 | Aug 27, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,677 | — | 2,677 | $225.51K | Q2 2026 | Aug 18, 2026 |
| Bank Of America Corp | Sell | -46,600 | -53.3% | 40,755 | $3.43M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +17,525 | +63.8% | 45,014 | $3.79M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,169 | +53.9% | 9,052 | $762.45K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +3,105 | — | 3,105 | $261.53K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,565 | -20.3% | 10,095 | $850.27K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -818 | -0.6% | 130,220 | $10.97M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +545 | +12.3% | 4,959 | $417.76K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -370 | -5.6% | 6,259 | $527.15K | Q2 2026 | Aug 14, 2026 |
| Means Investment Co., Inc. | Sell | -269 | -9.5% | 2,565 | $216.07K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -234 | -22.4% | 809 | $69.79K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +97 | — | 97 | $8.17K | Q2 2026 | Aug 14, 2026 |
| ARK Invest | Buy | +21 | — | 21 | $1.80K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +25,000 | +100.0% | 50,000 | $4.21M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +24,418 | +12.2% | 224,935 | $18.95M | Q2 2026 | Aug 13, 2026 |
| Lane Generational Llc | Buy | +14,849 | — | 14,849 | $1.25M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,436 | +12.3% | 40,535 | $3.41M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -4,156 | -77.7% | 1,190 | $100.30K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -162 | -60.7% | 105 | $8.84K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Buy | +110 | — | 110 | $9.00K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +327,802 | — | 327,802 | $28.19M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,183 | -27.3% | 3,149 | $265.20K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -463 | -21.6% | 1,685 | $141.93K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +95 | — | 95 | $8.02K | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +37 | — | 37 | $3.12K | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +9 | +15.3% | 68 | $5.73K | Q2 2026 | Aug 11, 2026 |
| Pacific Sun Financial Corp | Sell | -2,342 | -18.1% | 10,625 | $894.94K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about XHE activity
Which institutional owners are buying XHE?
Institutional owners buying XHE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XHE activity?
"Buy" means an investor increased their reported position in XHE compared to the prior reporting period. This reflects growing exposure to SPDR S&P HEALTH CARE EQUIPME (XHE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XHE increasing?
Institutional interest in XHE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.