XHE · State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF ETF

$94.20 -0.08 (-0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $1,756,615

Total Shares: 20,855

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

57.4%

+36.0 pts

Top 5

100.0%

+40.5 pts

Top 10

100.0%

+25.5 pts

HHI

5,109

Highly concentrated+4,160

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

1

Sold Out

72

Unchanged

0

Holder count: -71

Institutional value: -97.6%

Shares held: -97.8%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Large Corient Private Wealth LLC	−698	8,890

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	11,965	$1,007,811

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega MORGAN STANLEY	200,517	$15,688,449
Mega GOLDMAN SACHS GROUP INC	131,038	$10,252,413
Mega JPMORGAN CHASE & CO	101,992	$7,979,852
Mega BANK OF AMERICA CORP /DE/	87,355	$6,834,654
Mega LPL Financial LLC	37,436	$2,928,992

Filter: New 1 Increased 0 Reduced 1 Sold out 72 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC XHE

$1,007,811

57.37%

11,965

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,965	$1,007,811	100.0%	Defined

Corient Private Wealth LLC XHE

$748,804

42.63%

8,890

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	175,000	$13,692,000	87.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	25,517	$1,996,449	12.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	131,038	$10,252,413	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	101,455	$7,937,839	99.5%	Defined
55I, LLC	537	$42,013	0.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	15,245	$1,192,768	17.5%	Defined
BOFA SECURITIES, INC.	50,000	$3,912,000	57.2%	Defined
MANAGED ACCOUNT ADVISORS LLC	22,110	$1,729,886	25.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	30,275	$2,368,716	83.9%	Defined
UBS AG	5,824	$455,669	16.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	27,489	$2,150,739	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MEITAV PORTFOLIO MANAGEMENT LTD	20,738	$1,622,541	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	19,887	$1,555,958	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,650	$1,302,696	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	8,009	$626,624	63.3%	Defined
Raymond James Financial Services Advisors, Inc.	4,651	$363,894	36.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,397	$109,301	21.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	5,232	$409,351	78.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,883	$460,285	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A. joint	4,184	$327,356	78.3%	Defined
ROCKEFELLER FINANCIAL LLC	1,162	$90,914	21.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,359	$341,048	98.8%	Defined
Osaic Advisory Services, LLC	55	$4,303	1.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	2,600	$203,424	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	270	$21,124	12.6%	Defined
BMO NESBITT BURNS INC.	1,878	$146,934	87.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	1,750	$136,920	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,043	$81,604	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1,001	$78,318	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	493	$38,572	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
More Investment House Portfolio Management Ltd	307	$24,019	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	267	$20,890	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	116	$9,075	100.0%	Defined