SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q1 2024 (March 31)109holders
1famous investor
$87.94avg. 13F price*
At the end of Q1 2024, 109 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings. The largest holders were Morgan Stanley ($22.3M), LPL Financial LLC ($9.9M) and UBS Group AG ($5.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P HC Equip ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.9M |
| Exits | 8 | $51.5M |
Ownership 109 holders
| Morgan Stanley | 0.00% | Reduce -33.1% | 253,027 | $22.3M |
| LPL Financial LLC | 0.01% | Add +17.8% | 112,425 | $9.9M |
| UBS Group AG | 0.00% | Reduce -20.5% | 56,592 | $5.0M |
| SFI Advisors, LLC | 2.83% | Add +120.0% | 41,040 | $3.6M |
| Royal Fund Management, LLC | 0.34% | Reduce -6.4% | 33,608 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.8% | 32,511 | $2.9M |
| Millington Financial Advisors, LLC | 1.96% | Reduce -1.4% | 31,253 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +6.9% | 25,980 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +109.8% | 25,478 | $2.2M |
| Cetera Investment Advisers | 0.01% | New | 25,287 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +16.1% | 25,238 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -57.6% | 23,805 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.1% | 21,803 | $1.9M |
| Meitav Investment House Ltd. | 0.04% | Add +0.7% | 21,331 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +0.1% | 21,171 | $1.9M |
| NTV Asset Management LLC | 0.28% | Reduce -1.4% | 21,010 | $1.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.47% | No change | 20,635 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -39.5% | 20,239 | $1.8M |
| Belpointe Asset Management LLC | 0.13% | New | 19,699 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +104.6% | 18,623 | $1.6M |
| Clear Creek Financial Management, LLC | 0.20% | Add +370.1% | 17,649 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +5.6% | 17,526 | $1.5M |
| GTS Securities LLC | 0.04% | New | 16,608 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 15,960 | $1.4M |
| Pacific Sun Financial Corp | 0.74% | Reduce -5.9% | 14,462 | $1.3M |
| Means Investment Co., Inc. | 0.16% | Reduce -9.2% | 14,424 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -3.9% | 14,164 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 14,132 | $1.2M |
| Northeast Financial Consultants Inc | 0.06% | Reduce -3.9% | 14,025 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 13,693 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.2% | 11,662 | $1.0M |
| Bank Hapoalim BM | 0.12% | Reduce -5.2% | 10,317 | $907K |
| Fifth Third Securities, Inc. | 0.09% | Add +11.8% | 10,219 | $899K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 9,959 | $876K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -53.1% | 9,723 | $855K |
| Cornerstone Advisory, LLC | 0.10% | No change | 8,000 | $704K |
| Flow Traders U.S. LLC | 0.04% | New | 7,477 | $658K |
| VCI Wealth Management LLC | 0.39% | Reduce -12.6% | 6,474 | $569K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.2% | 6,127 | $539K |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 5,886 | $518K |
| NorthCoast Asset Management LLC | 0.01% | New | 5,805 | $510K |
| Global Endowment Management, LP | 0.05% | No change | 5,750 | $506K |
| Prudential Financial Inc. | 0.00% | Add +15.5% | 5,239 | $461K |
| 9258 Wealth Management, LLC | 0.07% | No change | 4,880 | $429K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.1% | 4,736 | $416K |
| LGT Financial Advisors LLC | 0.48% | No change | 4,727 | $416K |
| Fortis Group Advisors, LLC | 0.08% | New | 4,643 | $408K |
| Quantum Private Wealth, LLC | 0.14% | No change | 4,416 | $388K |
| MGB Wealth Management, LLC | 0.15% | Reduce -1.5% | 4,154 | $365K |
| Bank of Montreal | 0.00% | Add +179.0% | 3,842 | $339K |
| Citadel Advisors | 0.00% | Reduce -70.5% | 3,818 | $336K |
| First Heartland Consultants, Inc. | 0.03% | New | 3,795 | $334K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.8% | 3,733 | $328K |
| Solutions 4 Wealth, Ltd | 0.87% | No change | 3,535 | $311K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.4% | 3,505 | $308K |
| New Insight Wealth Advisors | 0.18% | Reduce -3.5% | 3,192 | $281K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 3,134 | $275K |
| World Investment Advisors | 0.04% | Add +1.9% | 3,032 | $267K |
| MML Investors Services, LLC | 0.00% | Reduce -26.2% | 3,003 | $264K |
| Blackston Financial Advisory Group, LLC | 0.18% | Reduce -33.0% | 3,000 | $264K |
| Truist Financial Corp. | 0.00% | Add +9.2% | 2,788 | $245K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -18.4% | 2,782 | $245K |
| Debussy Capital Management LP | 0.07% | New | 2,771 | $236K |
| Marshall Wace, LLP | 0.00% | Reduce -59.5% | 2,655 | $233K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 2,601 | $229K |
| Two Sigma Securities, LLC | 0.01% | Reduce -5.9% | 2,456 | $216K |
| AXS Investments LLC | 0.05% | Reduce -10.0% | 2,375 | $209K |
| Simplex Trading, LLC | 0.01% | Add +503.1% | 1,972 | $173K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $154K |
| NFSG Corp | 0.05% | Reduce -43.9% | 1,426 | $125K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,305 | $115K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,292 | $114K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.5% | 1,164 | $102K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.7% | 787 | $69K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $69K |
| FMR LLC | 0.00% | Add +9.9% | 689 | $61K |
| Salomon & Ludwin, LLC | 0.00% | No change | 635 | $56K |
| WASHINGTON TRUST Co | 0.00% | New | 403 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $33K |
| Integrity Financial Corp | 0.02% | Reduce -10.1% | 349 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +983.3% | 325 | $29K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -3.3% | 320 | $28K |
| ICA Group Wealth Management, LLC | 0.01% | Add +96.3% | 314 | $28K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $27K |
| Sandy Spring Bank | 0.00% | No change | 300 | $26K |
| Spire Wealth Management | 0.00% | No change | 250 | $22K |
| CoreCap Advisors, LLC | 0.00% | New | 246 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 221 | $19K |
| Realta Investment Advisors | 0.00% | New | 200 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -97.0% | 200 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 193 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $14K |
| US Bancorp \de | 0.00% | No change | 160 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 120 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.6% | 116 | $10K |
| Principal Securities, Inc. | 0.00% | Add +213.9% | 113 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 110 | $10K |
| Comerica Bank | 0.00% | Reduce -34.4% | 105 | $9K |
| Abound Wealth Management | 0.00% | New | 101 | $9K |
"% 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.