SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q3 2024 (September 30)88holders −9
3new positions
11sold out
1famous investor
$90.42avg. 13F price*
At the end of Q3 2024, 88 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 9 from Q2 2024. 3 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($9.2M), LPL Financial LLC ($8.5M) and Morgan Stanley ($6.4M). 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 (Q3 2024)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.4M |
| Exits | 11 | $702K |
All 13F filers, Q2 2024 → Q3 2024: 99,645 shares bought and 89,429 shares sold, net +10,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 101,541 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 93,515 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 70,954 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +205.8% | 65,401 | $5.9M |
| UBS Group AG | 0.00% | Reduce -6.1% | 53,625 | $4.9M |
| SFI Advisors, LLC | 2.66% | Add +0.1% | 41,216 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.0% | 26,204 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +3.6% | 24,830 | $2.2M |
| Bank of America Corp. | 0.00% | Add +8.2% | 23,553 | $2.1M |
| Meitav Investment House Ltd. | 0.03% | No change | 21,331 | $1.9M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.47% | No change | 20,635 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 18,848 | $1.7M |
| Clear Creek Financial Management, LLC | 0.19% | Add +2.1% | 18,342 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 17,827 | $1.6M |
| Advisory Services Network, LLC | 0.03% | No change | 17,872 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +476.0% | 16,348 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -20.6% | 16,140 | $1.5M |
| NTV Asset Management LLC | 0.19% | Reduce -14.2% | 16,010 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 14,408 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 13,416 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -3.3% | 13,290 | $1.2M |
| Pacific Sun Financial Corp | 0.66% | Reduce -5.8% | 13,151 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +43.2% | 11,940 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -61.7% | 11,772 | $1.1M |
| Means Investment Co., Inc. | 0.12% | Add +0.5% | 11,672 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 10,285 | $931K |
| Osaic Holdings, Inc. | 0.00% | Add +20.5% | 10,147 | $918K |
| Northeast Financial Consultants Inc | 0.04% | Reduce -14.5% | 10,105 | $915K |
| Cornerstone Advisory, LLC | 0.10% | No change | 8,000 | $724K |
| Citigroup Inc. | 0.00% | Add +56.3% | 7,453 | $675K |
| Belpointe Asset Management LLC | 0.04% | Reduce -5.2% | 7,442 | $674K |
| Bank Hapoalim BM | 0.10% | Reduce -16.8% | 6,967 | $631K |
| Atria Investments, Inc | 0.01% | Add +10.5% | 6,658 | $603K |
| Flow Traders U.S. LLC | 0.03% | New | 6,438 | $583K |
| First Heartland Consultants, Inc. | 0.06% | Add +4.8% | 6,056 | $548K |
| Prudential Financial Inc. | 0.00% | Add +1.4% | 5,870 | $531K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.4% | 5,264 | $476K |
| Bank of Montreal | 0.00% | Reduce -10.6% | 5,140 | $462K |
| 9258 Wealth Management, LLC | 0.07% | Reduce -0.5% | 4,855 | $439K |
| Royal Fund Management, LLC | 0.03% | Reduce -82.6% | 4,692 | $425K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -21.6% | 4,444 | $402K |
| Wealthfront Advisers LLC | 0.00% | Add +14.7% | 3,981 | $360K |
| MGB Wealth Management, LLC | 0.13% | Reduce -5.4% | 3,930 | $356K |
| Solutions 4 Wealth, Ltd | 0.63% | No change | 3,535 | $320K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -30.1% | 2,996 | $271K |
| World Investment Advisors | 0.01% | Add +0.1% | 2,928 | $265K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.6% | 2,826 | $256K |
| MML Investors Services, LLC | 0.00% | Reduce -4.0% | 2,781 | $252K |
| GTS Securities LLC | 0.00% | New | 2,711 | $245K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,737 | $242K |
| Meridian Financial Advisors, LLC | 0.16% | Reduce -1.0% | 2,575 | $233K |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.8% | 2,549 | $231K |
| Quantum Private Wealth, LLC | 0.08% | Reduce -43.0% | 2,500 | $226K |
| Debussy Capital Management LP | 0.06% | Reduce -6.7% | 2,421 | $219K |
| Truist Financial Corp. | 0.00% | Reduce -4.9% | 2,268 | $205K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $154K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,305 | $118K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +541.2% | 1,199 | $108K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $105K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $73K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 749 | $68K |
| Flputnam Investment Management Co. | 0.00% | Reduce -73.3% | 80 | $47K |
| FMR LLC | 0.00% | Add +3.3% | 505 | $46K |
| WASHINGTON TRUST Co | 0.00% | No change | 403 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $34K |
| Prestige Wealth Management Group LLC | 0.01% | Add +1.5% | 329 | $30K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $28K |
| Sandy Spring Bank | 0.00% | No change | 300 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 246 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 220 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -84.8% | 200 | $18K |
| Integrity Financial Corp | 0.01% | Reduce -4.4% | 196 | $18K |
| Realta Investment Advisors | 0.01% | No change | 200 | $18K |
| Continuum Advisory, LLC | 0.00% | No change | 193 | $17K |
| 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 | $10K |
| Comerica Bank | 0.00% | No change | 104 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 101 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Add +1.1% | 95 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -13.3% | 26 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 25 | $2K |
| Cwm, LLC | 0.00% | No change | 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.