SPDR S&P HEALTH CARE EQUIPME (XHE) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $65.82M in XHE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XHE tracked by InsiderSet, reporting ownership valued at approximately $15.69M in its March 31, 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 $16.07M, representing an estimated gain of +2.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XHE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Goldman Sachs Group Inc, Bank Of America Corp, 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
73
Total Reported Value
$65.82M
Largest Holder
Morgan Stanley
Largest Position
$15.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 200,517 | $15,688,582 | $16,069,432 | +$380,850 | +2.43% | |
| Goldman Sachs Group Inc | 0.00% | 131,038 | $10,252,413 | $10,501,385 | +$248,972 | +2.43% | |
| Bank Of America Corp | 0.00% | 87,355 | $6,834,690 | $7,000,630 | +$165,940 | +2.43% | |
| Lpl Financial Llc | 0.00% | 37,436 | $2,928,990 | $3,000,121 | +$71,131 | +2.43% | |
| Ubs Group Ag | 0.00% | 36,099 | $2,824,386 | $2,892,974 | +$68,588 | +2.43% | |
| Envestnet Asset Management Inc | 0.00% | 32,044 | $2,507,099 | $2,568,006 | +$60,907 | +2.43% | |
| American State Bank (Iowa) | 0.07% | 21,433 | $2,189,820 | $1,717,641 | -$472,179 | -21.56% | |
| Royal Bank Of Canada | 0.00% | 27,489 | $2,151,000 | $2,202,968 | +$51,968 | +2.42% | |
| Bnp Paribas Financial Markets | 0.00% | 25,000 | $1,956,000 | $2,003,500 | +$47,500 | +2.43% | |
| Meitav Investment House Ltd | 0.02% | 20,738 | $1,622,541 | $1,661,943 | +$39,402 | +2.43% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 0.32% | 20,635 | $1,614,482 | $1,653,689 | +$39,207 | +2.43% | |
| Truist Financial Corp | 0.00% | 19,887 | $1,555,959 | $1,593,744 | +$37,785 | +2.43% | |
| Hightower Advisors, Llc | 0.00% | 18,008 | $1,408,936 | $1,443,161 | +$34,225 | +2.43% | |
| Jane Street Group, Llc | 0.00% | 16,650 | $1,302,696 | $1,334,331 | +$31,635 | +2.43% | |
| Pacific Sun Financial Corp | 0.49% | 12,967 | $1,014,538 | $1,039,175 | +$24,637 | +2.43% | |
| Raymond James Financial Inc | 0.00% | 12,660 | $990,489 | $1,014,572 | +$24,083 | +2.43% | |
| Corient Private Wealth Llc | 0.00% | 9,588 | $750,166 | $768,382 | +$18,216 | +2.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,021 | $705,770 | $722,943 | +$17,173 | +2.43% | |
| Cornerstone Advisory, Llc | 0.06% | 8,000 | $625,920 | $641,120 | +$15,200 | +2.43% | |
| Ntv Asset Management Llc | 0.07% | 7,710 | $603,230 | $617,879 | +$14,649 | +2.43% | |
| Harbour Investments, Inc. | 0.01% | 7,645 | $598,145 | $612,670 | +$14,525 | +2.43% | |
| Wells Fargo & Company/Mn | 0.00% | 6,629 | $518,614 | $531,248 | +$12,634 | +2.44% | |
| Kestra Advisory Services, Llc | 0.00% | 6,368 | $498,217 | $510,332 | +$12,115 | +2.43% | |
| Wealthfront Advisers Llc | 0.00% | 6,364 | $497,919 | $510,011 | +$12,092 | +2.43% | |
| Susquehanna International Group, Llp | 0.00% | 5,883 | $460,286 | $471,464 | +$11,178 | +2.43% | |
| Iht Wealth Management, Llc | 0.01% | 5,707 | $446,547 | $457,359 | +$10,812 | +2.42% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,346 | $418,336 | $428,428 | +$10,092 | +2.41% | |
| Waverly Advisors, Llc | 0.00% | 4,855 | $379,855 | $389,080 | +$9,225 | +2.43% | |
| Osaic Holdings, Inc. | 0.00% | 4,414 | $345,413 | $353,738 | +$8,325 | +2.41% | |
| Cetera Investment Advisers | 0.00% | 4,332 | $338,897 | $347,166 | +$8,269 | +2.44% | |
| Vivaldi Capital Management Lp | 0.05% | 4,279 | $334,790 | $342,919 | +$8,129 | +2.43% | |
| Means Investment Co., Inc. | 0.02% | 2,834 | $221,742 | $227,117 | +$5,375 | +2.42% | |
| Bank Of Montreal | 0.00% | 2,148 | $168,060 | $172,141 | +$4,081 | +2.43% | |
| Franklin Resources Inc | 0.00% | 1,750 | $136,920 | $140,245 | +$3,325 | +2.43% | |
| Jackson Hole Capital Partners, Llc | 0.02% | 1,292 | $101,086 | $103,541 | +$2,455 | +2.43% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,180 | $92,352 | $94,565 | +$2,213 | +2.40% | |
| Jones Financial Companies Lllp | 0.00% | 1,043 | $80,372 | $83,586 | +$3,214 | +4.00% | |
| Sunbelt Securities, Inc. | 0.00% | 1,011 | $79,130 | $81,022 | +$1,892 | +2.39% | |
| Citigroup Inc | 0.00% | 1,001 | $78,318 | $80,220 | +$1,902 | +2.43% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 823 | $64,410 | $65,955 | +$1,545 | +2.40% | |
| Advisory Services Network, Llc | 0.00% | 640 | $50,074 | $51,290 | +$1,216 | +2.43% | |
| Sherman Asset Management, Inc. | 0.04% | 585 | $45,770 | $46,882 | +$1,112 | +2.43% | |
| Td Waterhouse Canada Inc. | 0.00% | 493 | $38,554 | $39,509 | +$955 | +2.48% | |
| N.E.W. Advisory Services Llc | 0.00% | 433 | $33,912 | $34,701 | +$789 | +2.33% | |
| Sound Income Strategies, Llc | 0.00% | 402 | $31,596 | $32,216 | +$620 | +1.96% | |
| Y.D. More Investments Ltd | 0.00% | 307 | $23,590 | $24,603 | +$1,013 | +4.29% | |
| Fmr Llc | 0.00% | 267 | $20,908 | $21,397 | +$489 | +2.34% | |
| Arax Advisory Partners | 0.00% | 264 | $20,635 | $21,157 | +$522 | +2.53% | |
| Simplex Trading, Llc | 0.00% | 212 | $16,586 | $16,990 | +$404 | +2.43% | |
| Qube Research & Technologies Ltd | 0.00% | 208 | $16,274 | $16,669 | +$395 | +2.43% |
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.