SS SPDR S&P HC Equip ETFXHEETF

13F holders, Q2 2026 (June 30)
76holders +2
14new positions
9sold out
3famous investors
$84.71avg. 13F price*

At the end of Q2 2026, 76 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, up 2 from Q1 2026. 14 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($28.2M), Morgan Stanley ($18.9M) and Goldman Sachs Group Inc. ($11.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).

Company
SS SPDR S&P HC Equip ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A581
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 109Q1 2024Q2 2024: 97Q2 2024Q3 2024: 88Q3 2024Q4 2024: 90Q4 2024Q1 2025: 87Q1 2025Q2 2025: 79Q2 2025Q3 2025: 79Q3 2025Q4 2025: 77Q4 2025Q1 2026: 74Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$4.3M
Exits9$2.0M

All 13F filers, Q1 2026 → Q2 2026: 385,206 shares bought and 119,067 shares sold, net +266,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

JPMorgan Chase & Co. 0.00% Add +221.4% 327,802 $28.2M
Morgan Stanley 0.00% Add +12.2% 224,935 $18.9M
Goldman Sachs Group Inc. 0.00% Reduce -0.6% 130,220 $11.0M
BNP Paribas Financial Markets 0.00% Add +100.0% 50,000 $4.2M
Royal Bank of Canada 0.00% Add +63.8% 45,014 $3.8M
Bank of America Corp. 0.00% Reduce -53.4% 40,755 $3.4M
UBS Group AG 0.00% Add +12.3% 40,535 $3.4M
LPL Financial LLC 0.00% Add +5.2% 39,396 $3.3M
Citigroup Inc. 0.00% Add +2455.3% 25,579 $2.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.21% No change 20,635 $1.7M
Meitav Investment House Ltd. 0.01% Reduce -0.5% 20,635 $1.7M
HighTower Advisors, LLC 0.00% Reduce -0.1% 17,982 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -44.8% 17,679 $1.5M
Lane Generational LLC 1.10% New 14,849 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +52.6% 13,789 $1.2M
Citadel Advisors 0.00% New 11,965 $1.0M
Avior Wealth Management, LLC 0.03% New 11,762 $991K
Pacific Sun Financial Corp 0.37% Reduce -18.1% 10,625 $895K
Raymond James Financial Inc. 0.00% Reduce -20.3% 10,095 $850K
Susquehanna International Group, LLP 0.00% Add +53.9% 9,052 $762K
Corient Private Wealth LP 0.00% Reduce -7.3% 8,890 $749K
Cornerstone Advisory, LLC 0.06% No change 8,000 $674K
Harbour Investments, Inc. 0.01% No change 7,645 $644K
Wealthfront Advisers LLC 0.00% Add +16.1% 7,389 $622K
Commonwealth Equity Services, LLC 0.00% Reduce -20.1% 7,207 $607K
NTV Asset Management LLC 0.06% Reduce -13.0% 6,710 $565K
Kestra Advisory Services, LLC 0.00% Add +3.3% 6,580 $554K
Wells Fargo & Company 0.00% Reduce -5.6% 6,259 $527K
IHT Wealth Management, LLC 0.01% No change 5,707 $481K
Osaic Holdings, Inc. 0.00% Add +12.3% 4,959 $418K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -1.6% 4,937 $416K
Waverly Advisors, LLC 0.00% No change 4,855 $409K
Cypress Capital Group 0.03% New 4,184 $352K
Rasp Wealth Solutions, LLC 0.11% — 4,084 $344K
Truist Financial Corp. 0.00% Reduce -80.7% 3,843 $324K
Cetera Investment Advisers 0.00% Reduce -27.3% 3,149 $265K
D. E. Shaw & Co. 0.00% New 3,105 $262K
Beacon Pointe Advisors, LLC 0.00% New 2,677 $226K
Means Investment Co., Inc. 0.02% Reduce -9.5% 2,565 $216K
Quantum Private Wealth, LLC 0.05% New 2,500 $211K
Franklin Resources Inc. 0.00% No change 1,750 $147K
Bank of Montreal 0.00% Reduce -21.6% 1,685 $142K
Rockefeller Capital Management L.P. 0.00% Reduce -77.7% 1,190 $100K
Capital Investment Advisory Services, LLC 0.01% No change 1,180 $99K
Jones Financial Companies LLLP 0.00% Reduce -22.4% 809 $70K
Sherman Asset Management, Inc. 0.04% No change 585 $49K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -31.6% 563 $47K
Y.D. More Investments Ltd 0.00% Add +47.9% 454 $38K
TD Waterhouse Canada Inc. 0.00% Reduce -13.2% 428 $37K
N.E.W. Advisory Services LLC 0.00% No change 433 $37K
Arax Advisory Partners 0.00% No change 264 $22K
Qube Research & Technologies Ltd 0.00% No change 208 $18K
FWL Investment Management, LLC 0.00% No change 200 $17K
Continuum Advisory, LLC 0.00% New 193 $16K
Comprehensive Financial Planning, Inc. 0.01% No change 150 $13K
Farther Finance Advisors, LLC 0.00% No change 115 $10K
AE Wealth Management LLC 0.00% No change 114 $10K
Fifth Third Bancorp 0.00% Reduce -2.6% 113 $10K
CoreCap Advisors, LLC 0.00% No change 112 $9K
Hantz Financial Services, Inc. 0.00% New 110 $9K
FMR LLC 0.00% Reduce -60.7% 105 $9K
Anchor Investment Management, LLC 0.00% New 100 $8K
IFG Advisory, LLC 0.00% New 97 $8K
NewEdge Advisors, LLC 0.00% No change 95 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 84 $7K
Creative Financial Designs Inc. 0.00% No change 80 $7K
Lanark Financial, Inc. 0.00% No change 75 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +15.3% 68 $6K
Golden State Wealth Management, LLC 0.00% No change 67 $6K
Copia Wealth Management 0.00% No change 54 $5K
Ashton Thomas Private Wealth, LLC 0.00% No change 40 $3K
Strategic Wealth Partners, Ltd. 0.00% New 37 $3K
Larson Financial Group LLC 0.00% No change 35 $3K
Central Pacific Bank - Trust Division 0.00% No change 26 $2K
ARK Investment Management 0.00% New 21 $2K
Integrity Financial Corp 0.00% New 17 $1K

"% of holder's portfolio" is XHE's weight in each manager's 13F, not the share of SS SPDR S&P HC Equip ETF the manager owns.