SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q2 2024 (June 30)97holders −12
8new positions
21sold out
1famous investor
$84.42avg. 13F price*
At the end of Q2 2024, 97 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 12 from Q1 2024. 8 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($8.6M), JPMorgan Chase & Co. ($8.4M) and Morgan Stanley ($6.2M). 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 (Q2 2024)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $796K |
| Exits | 21 | $12.6M |
All 13F filers, Q1 2024 → Q2 2024: 115,906 shares bought and 415,548 shares sold, net −299,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| LPL Financial LLC | 0.00% | Reduce -8.8% | 102,470 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +207.8% | 100,061 | $8.4M |
| Morgan Stanley | 0.00% | Reduce -70.8% | 73,832 | $6.2M |
| UBS Group AG | 0.00% | Add +0.9% | 57,085 | $4.8M |
| SFI Advisors, LLC | 2.68% | Add +0.3% | 41,171 | $3.5M |
| Citadel Advisors | 0.00% | Add +704.6% | 30,721 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +7.3% | 27,885 | $2.4M |
| Royal Fund Management, LLC | 0.31% | Reduce -19.9% | 26,934 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 23,972 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -8.5% | 21,773 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 21,390 | $1.8M |
| Meitav Investment House Ltd. | 0.03% | No change | 21,331 | $1.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.47% | No change | 20,635 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -19.6% | 20,317 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 19,521 | $1.6M |
| NTV Asset Management LLC | 0.23% | Reduce -11.2% | 18,660 | $1.6M |
| Clear Creek Financial Management, LLC | 0.18% | Add +1.8% | 17,959 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 17,872 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 15,453 | $1.3M |
| Pacific Sun Financial Corp | 0.70% | Reduce -3.5% | 13,961 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -2.9% | 13,747 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 13,712 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -15.8% | 11,815 | $997K |
| Means Investment Co., Inc. | 0.12% | Reduce -19.5% | 11,615 | $980K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 10,879 | $918K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.4% | 8,422 | $711K |
| Bank Hapoalim BM | 0.10% | Reduce -18.9% | 8,372 | $707K |
| Royal Bank of Canada | 0.00% | Add +41.7% | 8,340 | $703K |
| Cornerstone Advisory, LLC | 0.10% | No change | 8,000 | $675K |
| Belpointe Asset Management LLC | 0.05% | Reduce -60.1% | 7,850 | $663K |
| Atria Investments, Inc | 0.01% | New | 6,027 | $509K |
| Prudential Financial Inc. | 0.00% | Add +10.5% | 5,787 | $488K |
| First Heartland Consultants, Inc. | 0.05% | Add +52.3% | 5,778 | $488K |
| Bank of Montreal | 0.00% | Add +49.6% | 5,749 | $485K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.5% | 5,670 | $479K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.1% | 5,393 | $455K |
| 9258 Wealth Management, LLC | 0.06% | No change | 4,880 | $412K |
| Citigroup Inc. | 0.00% | Reduce -76.4% | 4,770 | $403K |
| LGT Financial Advisors LLC | 0.84% | No change | 4,727 | $399K |
| Quantum Private Wealth, LLC | 0.13% | Reduce -0.7% | 4,384 | $370K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -9.5% | 4,286 | $362K |
| MGB Wealth Management, LLC | 0.13% | No change | 4,154 | $361K |
| Ameriprise Financial Inc. | 0.00% | Add +15.2% | 4,036 | $341K |
| Solutions 4 Wealth, Ltd | 0.68% | No change | 3,535 | $298K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.0% | 3,472 | $293K |
| World Investment Advisors | 0.02% | Reduce -3.5% | 2,926 | $247K |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 2,896 | $244K |
| Private Advisor Group, LLC | 0.00% | New | 2,871 | $242K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.8% | 2,838 | $240K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.7% | 2,737 | $231K |
| New Insight Wealth Advisors | 0.13% | Reduce -17.4% | 2,635 | $222K |
| Meridian Financial Advisors, LLC | 0.16% | No change | 2,601 | $220K |
| Debussy Capital Management LP | 0.06% | Reduce -6.3% | 2,596 | $219K |
| Truist Financial Corp. | 0.00% | Reduce -14.5% | 2,384 | $201K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $148K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +558.0% | 1,316 | $111K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,305 | $110K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $109K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $98K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 773 | $65K |
| FMR LLC | 0.00% | Reduce -29.0% | 489 | $41K |
| ICA Group Wealth Management, LLC | 0.02% | Add +36.9% | 430 | $36K |
| WASHINGTON TRUST Co | 0.00% | No change | 403 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $32K |
| Prestige Wealth Management Group LLC | 0.01% | Add +1.3% | 324 | $27K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $26K |
| Sandy Spring Bank | 0.00% | No change | 300 | $25K |
| Flputnam Investment Management Co. | 0.00% | New | 300 | $25K |
| Spire Wealth Management | 0.00% | No change | 250 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 246 | $21K |
| NewEdge Advisors, LLC | 0.00% | Add +388.9% | 220 | $19K |
| Integrity Financial Corp | 0.01% | Reduce -41.3% | 205 | $17K |
| Realta Investment Advisors | 0.00% | No change | 200 | $17K |
| Continuum Advisory, LLC | 0.00% | No change | 193 | $16K |
| Jones Financial Companies LLLP | 0.00% | Reduce -42.5% | 187 | $16K |
| NFSG Corp | 0.01% | Reduce -87.2% | 182 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $14K |
| US Bancorp \de | 0.00% | No change | 160 | $14K |
| Principal Securities, Inc. | 0.00% | No change | 113 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 110 | $9K |
| Comerica Bank | 0.00% | Reduce -0.9% | 104 | $9K |
| Global Retirement Partners, LLC | 0.00% | Reduce -54.3% | 101 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -19.0% | 94 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Opal Wealth Advisors, LLC | 0.00% | New | 77 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 70 | $6K |
| Lynx Investment Advisory | 0.00% | — | 50 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 40 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 30 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | New | 25 | $2K |
| IFP Advisors, Inc | 0.00% | New | 24 | $2K |
| Cwm, LLC | 0.00% | Reduce -66.7% | 25 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 20 | $2K |
"% 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.