SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q4 2024 (December 31)90holders +2
7new positions
10sold out
1famous investor
$88.57avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, up 2 from Q3 2024. 7 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($9.0M), Goldman Sachs Group Inc. ($8.7M) and Morgan Stanley ($6.1M). 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 (Q4 2024)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.2M |
| Exits | 10 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 130,017 shares bought and 142,179 shares sold, net −12,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 101,858 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.5% | 97,776 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 69,201 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -29.9% | 65,519 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $4.4M |
| UBS Group AG | 0.00% | Reduce -6.9% | 49,927 | $4.4M |
| SFI Advisors, LLC | 2.61% | Add +1.8% | 41,966 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.6% | 25,529 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +43.5% | 23,452 | $2.1M |
| Meitav Investment House Ltd. | 0.03% | Reduce -1.7% | 20,963 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -11.5% | 20,836 | $1.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.44% | No change | 20,635 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 17,980 | $1.6M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -11.9% | 16,156 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +33.7% | 15,969 | $1.4M |
| Modern Wealth Management, LLC | 0.05% | New | 15,672 | $1.4M |
| NTV Asset Management LLC | 0.18% | Reduce -2.2% | 15,660 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 15,596 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 13,651 | $1.2M |
| Pacific Sun Financial Corp | 0.65% | Add +3.0% | 13,549 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -45.5% | 13,520 | $1.2M |
| Means Investment Co., Inc. | 0.11% | No change | 11,672 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -33.3% | 10,770 | $953K |
| Northeast Financial Consultants Inc | 0.04% | No change | 10,105 | $894K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.9% | 10,079 | $892K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 10,005 | $886K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.3% | 8,605 | $762K |
| Cornerstone Advisory, LLC | 0.08% | No change | 8,000 | $731K |
| Pension & Wealth Management Advisors, Inc. | 0.28% | New | 7,943 | $703K |
| Belpointe Asset Management LLC | 0.04% | Add +4.9% | 7,808 | $702K |
| Citadel Advisors | 0.00% | Reduce -42.9% | 6,724 | $595K |
| Citigroup Inc. | 0.00% | Reduce -10.1% | 6,704 | $593K |
| Bank of Montreal | 0.00% | Add +22.5% | 6,296 | $557K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.9% | 5,575 | $493K |
| Waverly Advisors, LLC | 0.01% | New | 4,855 | $430K |
| Wealthfront Advisers LLC | 0.00% | Add +6.7% | 4,246 | $376K |
| MGB Wealth Management, LLC | 0.11% | No change | 3,930 | $348K |
| Bank Hapoalim BM | 0.05% | Reduce -48.2% | 3,611 | $320K |
| Solutions 4 Wealth, Ltd | 0.57% | No change | 3,535 | $313K |
| Debussy Capital Management LP | 0.04% | Add +13.9% | 2,757 | $264K |
| World Investment Advisors | 0.01% | Reduce -2.0% | 2,870 | $254K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -7.0% | 2,786 | $247K |
| GTS Securities LLC | 0.01% | No change | 2,711 | $240K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,579 | $228K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.2% | 2,540 | $225K |
| Quantum Private Wealth, LLC | 0.07% | No change | 2,500 | $221K |
| Meridian Financial Advisors, LLC | 0.15% | Reduce -3.9% | 2,475 | $219K |
| Truist Financial Corp. | 0.00% | Add +1.0% | 2,291 | $203K |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.3% | 2,286 | $202K |
| Flow Traders U.S. LLC | 0.01% | Reduce -64.7% | 2,270 | $201K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $155K |
| Sherman Asset Management, Inc. | 0.14% | — | 1,741 | $154K |
| Jones Financial Companies LLLP | 0.00% | Add +34.8% | 1,616 | $143K |
| Sunbelt Securities, Inc. | 0.01% | Add +12.3% | 1,466 | $129K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $114K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 826 | $73K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $71K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $69K |
| FMR LLC | 0.00% | Add +3.0% | 520 | $46K |
| AE Wealth Management LLC | 0.00% | New | 486 | $43K |
| WASHINGTON TRUST Co | 0.00% | No change | 403 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $33K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 329 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $27K |
| Sandy Spring Bank | 0.00% | No change | 300 | $27K |
| Qube Research & Technologies Ltd | 0.00% | Add +191.6% | 277 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 246 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 220 | $19K |
| Realta Investment Advisors | 0.01% | No change | 200 | $18K |
| Park Square Financial Group, LLC | 0.01% | — | 200 | $18K |
| MAI Capital Management | 0.00% | New | 200 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $18K |
| Integrity Financial Corp | 0.01% | No change | 196 | $17K |
| Continuum Advisory, LLC | 0.00% | No change | 193 | $17K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 150 | $13K |
| 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 |
| US Bancorp \de | 0.00% | Reduce -37.5% | 100 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Copia Wealth Management | 0.00% | — | 54 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 38 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 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 |
| Golden State Wealth Management, LLC | 0.00% | — | 17 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 8 | $708 |
| Nova Wealth Management, Inc. | 0.00% | — | 4 | $354 |
"% 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.