SPDR S&P HEALTH CARE EQUIPME (XHE) Institutional Shareholders
SPDR S&P HEALTH CARE EQUIPME (XHE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $98.17M in XHE holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of XHE tracked by InsiderSet, reporting ownership valued at approximately $28.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.84M, representing an estimated gain of +5.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed XHE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in SPDR S&P HEALTH CARE EQUIPME (XHE).
This page ranks the largest institutional XHE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
72
Total Reported Value
$98.17M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$28.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.00% | 327,802 | $28,190,972 | $29,842,930 | +$1,651,958 | +5.86% | |
| Morgan Stanley | 0.00% | 224,935 | $18,946,305 | $20,477,970 | +$1,531,665 | +8.08% | |
| Goldman Sachs Group Inc | 0.00% | 130,220 | $10,968,431 | $11,855,164 | +$886,733 | +8.08% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $4,211,500 | $4,551,975 | +$340,475 | +8.08% | |
| Royal Bank Of Canada | 0.00% | 45,014 | $3,791,000 | $4,098,052 | +$307,052 | +8.10% | |
| Bank Of America Corp | 0.00% | 40,755 | $3,432,832 | $3,710,315 | +$277,483 | +8.08% | |
| Ubs Group Ag | 0.00% | 40,535 | $3,414,263 | $3,690,286 | +$276,023 | +8.08% | |
| Lpl Financial Llc | 0.00% | 39,396 | $3,318,326 | $3,586,592 | +$268,266 | +8.08% | |
| Citigroup Inc | 0.00% | 25,579 | $2,154,519 | $2,328,699 | +$174,180 | +8.08% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 0.21% | 20,635 | $1,738,086 | $1,878,600 | +$140,514 | +8.08% | |
| Meitav Investment House Ltd | 0.01% | 20,635 | $1,738,086 | $1,878,600 | +$140,514 | +8.08% | |
| Envestnet Asset Management Inc | 0.00% | 17,679 | $1,489,104 | $1,609,487 | +$120,383 | +8.08% | |
| Lane Generational Llc | 1.10% | 14,849 | $1,250,731 | $1,351,846 | +$101,115 | +8.08% | |
| Citadel Advisors Llc | 0.00% | 11,965 | $1,007,812 | $1,089,288 | +$81,476 | +8.08% | |
| Avior Wealth Management, Llc | 0.03% | 11,762 | $990,713 | $1,070,807 | +$80,094 | +8.08% | |
| Pacific Sun Financial Corp | 0.37% | 10,625 | $894,944 | $967,295 | +$72,351 | +8.08% | |
| Raymond James Financial Inc | 0.00% | 10,095 | $850,269 | $919,044 | +$68,775 | +8.09% | |
| Susquehanna International Group, Llp | 0.00% | 9,052 | $762,450 | $824,090 | +$61,640 | +8.08% | |
| Corient Private Wealth Llc | 0.00% | 8,890 | $748,806 | $809,341 | +$60,535 | +8.08% | |
| Cornerstone Advisory, Llc | 0.06% | 8,000 | $673,840 | $728,316 | +$54,476 | +8.08% | |
| Harbour Investments, Inc. | 0.01% | 7,645 | $643,938 | $695,997 | +$52,059 | +8.08% | |
| Wealthfront Advisers Llc | 0.00% | 7,389 | $622,375 | $672,691 | +$50,316 | +8.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,207 | $607,041 | $656,122 | +$49,081 | +8.09% | |
| Ntv Asset Management Llc | 0.06% | 6,710 | $565,183 | $610,875 | +$45,692 | +8.08% | |
| Kestra Advisory Services, Llc | 0.00% | 6,580 | $554,198 | $599,040 | +$44,842 | +8.09% | |
| Wells Fargo & Company/Mn | 0.00% | 6,259 | $527,153 | $569,816 | +$42,663 | +8.09% | |
| Iht Wealth Management, Llc | 0.01% | 5,707 | $480,735 | $519,562 | +$38,827 | +8.08% | |
| Osaic Holdings, Inc. | 0.00% | 4,959 | $417,761 | $451,465 | +$33,704 | +8.07% | |
| Waverly Advisors, Llc | 0.00% | 4,855 | $408,937 | $441,997 | +$33,060 | +8.08% | |
| Cypress Capital Group | 0.03% | 4,184 | $352,418 | $380,909 | +$28,491 | +8.08% | |
| Truist Financial Corp | 0.00% | 3,843 | $323,671 | $349,865 | +$26,194 | +8.09% | |
| Cetera Investment Advisers | 0.00% | 3,149 | $265,198 | $286,683 | +$21,485 | +8.10% | |
| D. E. Shaw & Co., Inc. | 0.00% | 3,105 | $261,534 | $282,678 | +$21,144 | +8.08% | |
| Beacon Pointe Advisors, Llc | 0.00% | 2,677 | $225,511 | $243,713 | +$18,202 | +8.07% | |
| Means Investment Co., Inc. | 0.02% | 2,565 | $216,073 | $233,516 | +$17,443 | +8.07% | |
| Quantum Private Wealth, Llc | 0.05% | 2,500 | $210,575 | $227,599 | +$17,024 | +8.08% | |
| Bank Of Montreal | 0.00% | 1,685 | $141,927 | $153,402 | +$11,475 | +8.08% | |
| Jackson Hole Capital Partners, Llc | 0.02% | 1,292 | $101,086 | $117,623 | +$16,537 | +16.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,190 | $100,304 | $108,337 | +$8,033 | +8.01% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,180 | $99,423 | $107,427 | +$8,004 | +8.05% | |
| Sunbelt Securities, Inc. | 0.00% | 1,011 | $79,130 | $92,041 | +$12,911 | +16.32% | |
| Jones Financial Companies Lllp | 0.00% | 809 | $69,786 | $73,651 | +$3,865 | +5.54% | |
| Y.D. More Investments Ltd | 0.00% | 454 | $38,010 | $41,332 | +$3,322 | +8.74% | |
| Td Waterhouse Canada Inc. | 0.00% | 428 | $36,620 | $38,965 | +$2,345 | +6.40% | |
| N.E.W. Advisory Services Llc | 0.00% | 433 | $36,508 | $39,420 | +$2,912 | +7.98% | |
| Arax Advisory Partners | 0.00% | 264 | $22,214 | $24,034 | +$1,820 | +8.19% | |
| Qube Research & Technologies Ltd | 0.00% | 208 | $17,520 | $18,936 | +$1,416 | +8.08% | |
| Fwl Investment Management, Llc | 0.00% | 200 | $16,846 | $18,208 | +$1,362 | +8.08% | |
| Continuum Advisory, Llc | 0.00% | 193 | $16,256 | $17,571 | +$1,315 | +8.09% | |
| Comprehensive Financial Planning, Inc./Pa | 0.01% | 150 | $12,654 | $13,656 | +$1,002 | +7.92% |
Frequently asked questions about XHE
Who owns the most XHE stock?
The largest holders of XHE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P HEALTH CARE EQUIPME (XHE).
Is XHE widely held by superinvestors?
Many widely followed stocks like XHE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XHE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.