SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q1 2025 (March 31)87holders −3
4new positions
8sold out
1famous investor
$82.20avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($14.7M), JPMorgan Chase & Co. ($8.4M) and UBS Group AG ($5.7M). 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 2025)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $932K |
| Exits | 8 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 188,071 shares bought and 225,586 shares sold, net −37,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Morgan Stanley | 0.00% | Add +158.2% | 178,684 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 101,883 | $8.4M |
| UBS Group AG | 0.00% | Add +38.3% | 69,045 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -13.7% | 56,557 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +222.0% | 32,455 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.2% | 24,971 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +916.7% | 23,292 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.3% | 22,174 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.6% | 22,140 | $1.8M |
| Meitav Investment House Ltd. | 0.03% | No change | 20,963 | $1.7M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.42% | No change | 20,635 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 19,577 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 17,961 | $1.5M |
| Modern Wealth Management, LLC | 0.04% | Add +0.1% | 15,689 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -8.2% | 14,829 | $1.2M |
| NTV Asset Management LLC | 0.16% | Reduce -7.0% | 14,560 | $1.2M |
| Pacific Sun Financial Corp | 0.65% | Add +3.3% | 13,995 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 13,691 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 13,366 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.2% | 12,595 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 9,826 | $808K |
| Northeast Financial Consultants Inc | 0.03% | Reduce -5.6% | 9,538 | $784K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Add +12.0% | 8,893 | $731K |
| Belpointe Asset Management LLC | 0.04% | Add +11.5% | 8,706 | $716K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.6% | 8,210 | $675K |
| Cornerstone Advisory, LLC | 0.07% | No change | 8,000 | $628K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.8% | 7,528 | $619K |
| Citadel Advisors | 0.00% | Add +9.5% | 7,360 | $605K |
| Citigroup Inc. | 0.00% | No change | 6,704 | $551K |
| Bank of Montreal | 0.00% | Reduce -7.7% | 5,809 | $478K |
| Means Investment Co., Inc. | 0.04% | Reduce -56.2% | 5,115 | $420K |
| Waverly Advisors, LLC | 0.00% | No change | 4,855 | $399K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,557 | $375K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -24.1% | 4,234 | $348K |
| Royal Bank of Canada | 0.00% | Reduce -75.0% | 3,991 | $328K |
| Solutions 4 Wealth, Ltd | 0.51% | No change | 3,535 | $291K |
| Debussy Capital Management LP | 0.05% | Add +27.4% | 3,513 | $289K |
| MGB Wealth Management, LLC | 0.10% | Reduce -14.7% | 3,353 | $276K |
| Financial Harvest, LLC | 0.21% | New | 2,728 | $253K |
| Bank Hapoalim BM | 0.04% | Reduce -16.0% | 3,034 | $249K |
| Wealthfront Advisers LLC | 0.00% | Reduce -31.6% | 2,904 | $239K |
| Sherman Asset Management, Inc. | 0.22% | Add +59.9% | 2,783 | $229K |
| GTS Securities LLC | 0.01% | No change | 2,711 | $223K |
| HRT Financial LP | 0.00% | New | 2,681 | $220K |
| Janney Montgomery Scott LLC | 0.00% | No change | 2,579 | $212K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,540 | $209K |
| Quantum Private Wealth, LLC | 0.08% | No change | 2,500 | $206K |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 1,859 | $152K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $144K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,466 | $120K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $106K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $96K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,029 | $85K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 814 | $67K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $64K |
| FMR LLC | 0.00% | Add +3.9% | 540 | $44K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 480 | $39K |
| WASHINGTON TRUST Co | 0.00% | No change | 403 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $31K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $25K |
| Qube Research & Technologies Ltd | 0.00% | Add +9.0% | 302 | $25K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -15.5% | 278 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 246 | $20K |
| Park Square Financial Group, LLC | 0.01% | No change | 200 | $16K |
| Realta Investment Advisors | 0.01% | No change | 200 | $16K |
| MAI Capital Management | 0.00% | No change | 200 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $16K |
| Integrity Financial Corp | 0.01% | No change | 196 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 195 | $16K |
| Continuum Advisory, LLC | 0.00% | No change | 193 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 113 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 110 | $9K |
| Comerica Bank | 0.00% | Reduce -2.9% | 101 | $8K |
| US Bancorp \de | 0.00% | No change | 100 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Lanark Financial, Inc. | 0.00% | — | 75 | $6K |
| Copia Wealth Management | 0.00% | No change | 54 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 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% | No change | 17 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 8 | $658 |
| Nova Wealth Management, Inc. | 0.00% | No change | 4 | $329 |
"% 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.