SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q3 2025 (September 30)79holders
8new positions
7sold out
1famous investor
$78.78avg. 13F price*
At the end of Q3 2025, 79 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($8.2M), UBS Group AG ($4.2M) and LPL Financial LLC ($3.0M). 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 (Q3 2025)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 7 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 29,810 shares bought and 190,409 shares sold, net −160,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.00% | Reduce -32.8% | 104,155 | $8.2M |
| UBS Group AG | 0.00% | Reduce -24.6% | 53,342 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 38,071 | $3.0M |
| Bank of America Corp. | 0.00% | Add +5.0% | 30,694 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.4% | 27,965 | $2.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 20,738 | $1.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.33% | No change | 20,635 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -21.6% | 19,399 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.4% | 18,289 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 17,653 | $1.4M |
| Pacific Sun Financial Corp | 0.52% | Reduce -1.3% | 13,746 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 12,017 | $946K |
| Citadel Advisors | 0.00% | Reduce -49.5% | 11,896 | $937K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.6% | 11,829 | $932K |
| Raymond James Financial Inc. | 0.00% | Reduce -22.5% | 10,371 | $817K |
| NTV Asset Management LLC | 0.09% | Reduce -16.1% | 9,945 | $783K |
| Corient Private Wealth LP | 0.00% | New | 9,588 | $755K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 9,257 | $729K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | No change | 8,893 | $700K |
| Cornerstone Advisory, LLC | 0.06% | No change | 8,000 | $630K |
| Cetera Investment Advisers | 0.00% | Reduce -10.5% | 7,954 | $626K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 7,430 | $604K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,371 | $502K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -50.1% | 5,350 | $421K |
| Royal Bank of Canada | 0.00% | Reduce -73.9% | 5,107 | $402K |
| Modern Wealth Management, LLC | 0.01% | Reduce -73.4% | 5,099 | $402K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,049 | $398K |
| Wealthfront Advisers LLC | 0.00% | Add +57.9% | 4,916 | $387K |
| Waverly Advisors, LLC | 0.00% | No change | 4,855 | $382K |
| Bank of Montreal | 0.00% | Reduce -24.6% | 4,285 | $337K |
| Wells Fargo & Company | 0.00% | Reduce -72.8% | 4,255 | $335K |
| Means Investment Co., Inc. | 0.03% | Reduce -14.9% | 4,189 | $330K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -45.2% | 3,592 | $283K |
| Solutions 4 Wealth, Ltd | 0.43% | No change | 3,535 | $278K |
| IHT Wealth Management, LLC | 0.01% | New | 3,240 | $255K |
| Debussy Capital Management LP | 0.04% | Add +7.0% | 3,214 | $253K |
| MGB Wealth Management, LLC | 0.06% | Reduce -15.0% | 2,690 | $212K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 2,604 | $205K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 2,065 | $163K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $138K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,467 | $116K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.8% | 1,412 | $110K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $102K |
| Citigroup Inc. | 0.00% | Reduce -82.5% | 1,187 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +34.1% | 1,180 | $93K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $92K |
| Advisory Services Network, LLC | 0.00% | New | 1,040 | $82K |
| Sherman Asset Management, Inc. | 0.04% | Reduce -53.7% | 650 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.0% | 543 | $43K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -60.9% | 535 | $42K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -6.2% | 498 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $30K |
| FMR LLC | 0.00% | Add +13.4% | 329 | $26K |
| Y.D. More Investments Ltd | 0.00% | Reduce -32.4% | 307 | $24K |
| Qube Research & Technologies Ltd | 0.00% | No change | 302 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 278 | $22K |
| Simplex Trading, LLC | 0.00% | New | 216 | $17K |
| MAI Capital Management | 0.00% | No change | 200 | $16K |
| Realta Investment Advisors | 0.01% | No change | 200 | $16K |
| FWL Investment Management, LLC | 0.00% | New | 200 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 120 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 119 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 110 | $9K |
| Comerica Bank | 0.00% | No change | 101 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| CVA Family Office, LLC | 0.00% | New | 76 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $6K |
| Cwm, LLC | 0.00% | Add +132.0% | 58 | $5K |
| 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 |
| Integrity Financial Corp | 0.00% | Reduce -91.3% | 17 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -15.0% | 17 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 13 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.0% | 13 | $1K |
"% 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.