SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q2 2025 (June 30)79holders −8
1new positions
9sold out
1famous investor
$81.22avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 8 from Q1 2025. 1 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($12.6M), UBS Group AG ($5.7M) and LPL Financial LLC ($4.0M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $111K |
| Exits | 9 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 60,571 shares bought and 195,199 shares sold, net −134,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.00% | Reduce -13.3% | 154,886 | $12.6M |
| UBS Group AG | 0.00% | Add +2.5% | 70,767 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -13.0% | 49,210 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 34,679 | $2.8M |
| Bank of America Corp. | 0.00% | Add +49.4% | 29,244 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +6.3% | 24,750 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +9.3% | 24,202 | $2.0M |
| Citadel Advisors | 0.00% | Add +220.0% | 23,552 | $1.9M |
| Meitav Investment House Ltd. | 0.02% | Reduce -1.1% | 20,738 | $1.7M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.37% | No change | 20,635 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +390.8% | 19,589 | $1.6M |
| Modern Wealth Management, LLC | 0.04% | Add +22.1% | 19,164 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 17,998 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +16.9% | 15,627 | $1.3M |
| Pacific Sun Financial Corp | 0.59% | Reduce -0.5% | 13,926 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.3% | 13,684 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 13,376 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 12,946 | $1.1M |
| NTV Asset Management LLC | 0.12% | Reduce -18.5% | 11,860 | $963K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -27.8% | 10,713 | $870K |
| Northeast Financial Consultants Inc | 0.03% | No change | 9,538 | $775K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.7% | 9,087 | $738K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | No change | 8,893 | $722K |
| Cetera Investment Advisers | 0.00% | Reduce -9.6% | 8,884 | $721K |
| Cornerstone Advisory, LLC | 0.07% | No change | 8,000 | $650K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 7,483 | $608K |
| Citigroup Inc. | 0.00% | Add +1.1% | 6,775 | $550K |
| NorthCoast Asset Management LLC | 0.00% | Add +54.9% | 6,557 | $532K |
| Bank of Montreal | 0.00% | Reduce -2.1% | 5,685 | $462K |
| Means Investment Co., Inc. | 0.04% | Reduce -3.8% | 4,921 | $400K |
| Waverly Advisors, LLC | 0.00% | No change | 4,855 | $394K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,557 | $370K |
| Solutions 4 Wealth, Ltd | 0.48% | No change | 3,535 | $287K |
| MGB Wealth Management, LLC | 0.08% | Reduce -5.6% | 3,164 | $257K |
| Wealthfront Advisers LLC | 0.00% | Add +7.2% | 3,113 | $253K |
| Debussy Capital Management LP | 0.04% | Reduce -14.5% | 3,005 | $244K |
| Bank Hapoalim BM | 0.03% | Reduce -1.1% | 2,999 | $244K |
| Janney Montgomery Scott LLC | 0.00% | No change | 2,579 | $209K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,540 | $206K |
| Quantum Private Wealth, LLC | 0.07% | No change | 2,500 | $203K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.9% | 2,159 | $175K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $142K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,466 | $130K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.0% | 1,468 | $119K |
| Sherman Asset Management, Inc. | 0.10% | Reduce -49.5% | 1,405 | $114K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,367 | $111K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $105K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $95K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +12.8% | 880 | $71K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 805 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.4% | 754 | $61K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -48.4% | 531 | $43K |
| Y.D. More Investments Ltd | 0.00% | Add +47.9% | 454 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $31K |
| Qube Research & Technologies Ltd | 0.00% | No change | 302 | $25K |
| FMR LLC | 0.00% | Reduce -46.3% | 290 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 278 | $23K |
| Realta Investment Advisors | 0.01% | No change | 200 | $16K |
| MAI Capital Management | 0.00% | No change | 200 | $16K |
| Integrity Financial Corp | 0.01% | No change | 196 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $12K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.5% | 120 | $10K |
| AE Wealth Management LLC | 0.00% | Reduce -75.2% | 119 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.5% | 112 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 110 | $9K |
| Comerica Bank | 0.00% | No change | 101 | $8K |
| Park Square Financial Group, LLC | 0.01% | Reduce -50.0% | 100 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.0% | 100 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 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 |
| Principal Securities, Inc. | 0.00% | Reduce -88.5% | 13 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 4 | $325 |
"% 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.