SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q4 2025 (December 31)77holders −2
7new positions
9sold out
1famous investor
$88.23avg. 13F price*
At the end of Q4 2025, 77 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 2 from Q3 2025. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($20.1M), JPMorgan Chase & Co. ($17.8M) and Goldman Sachs Group Inc. ($11.5M). 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 (Q4 2025)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 9 | $660K |
All 13F filers, Q3 2025 → Q4 2025: 539,229 shares bought and 33,328 shares sold, net +505,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Morgan Stanley | 0.00% | Add +118.3% | 227,403 | $20.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9679.5% | 201,947 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +998.1% | 129,895 | $11.5M |
| LPL Financial LLC | 0.00% | Add +61.7% | 61,551 | $5.4M |
| UBS Group AG | 0.00% | Reduce -3.8% | 51,295 | $4.5M |
| Bank of America Corp. | 0.00% | Add +22.3% | 37,539 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +213.9% | 32,557 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 28,715 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +36.0% | 24,866 | $2.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 20,738 | $1.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.36% | No change | 20,635 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +0.9% | 19,571 | $1.7M |
| Empowered Funds, LLC | 0.03% | New | 18,286 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 18,037 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +202.2% | 15,434 | $1.4M |
| Pacific Sun Financial Corp | 0.57% | Reduce -2.4% | 13,414 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 11,196 | $988K |
| Corient Private Wealth LP | 0.00% | No change | 9,588 | $846K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 9,195 | $811K |
| NTV Asset Management LLC | 0.08% | Reduce -10.1% | 8,945 | $789K |
| Cornerstone Advisory, LLC | 0.07% | No change | 8,000 | $706K |
| Citadel Advisors | 0.00% | Reduce -39.4% | 7,206 | $636K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.5% | 6,468 | $571K |
| Cetera Investment Advisers | 0.00% | Reduce -27.0% | 5,809 | $512K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -36.7% | 5,633 | $497K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.1% | 5,208 | $460K |
| Wealthfront Advisers LLC | 0.00% | Add +2.6% | 5,043 | $445K |
| Wells Fargo & Company | 0.00% | Add +18.1% | 5,023 | $443K |
| Waverly Advisors, LLC | 0.00% | No change | 4,855 | $428K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.2% | 4,815 | $425K |
| Flow Traders U.S. LLC | 0.01% | New | 4,006 | $353K |
| Debussy Capital Management LP | 0.04% | Add +12.0% | 3,601 | $318K |
| Solutions 4 Wealth, Ltd | 0.47% | No change | 3,535 | $312K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -34.6% | 3,499 | $309K |
| Means Investment Co., Inc. | 0.02% | Reduce -23.3% | 3,215 | $284K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.0% | 2,982 | $263K |
| Modern Wealth Management, LLC | 0.00% | Reduce -42.0% | 2,959 | $261K |
| MGB Wealth Management, LLC | 0.07% | No change | 2,690 | $237K |
| Quantum Private Wealth, LLC | 0.06% | New | 2,500 | $221K |
| Bank of Montreal | 0.00% | Reduce -49.0% | 2,185 | $193K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $154K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $114K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -17.4% | 1,212 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,180 | $104K |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 1,168 | $103K |
| Harbour Investments, Inc. | 0.00% | No change | 1,164 | $103K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.9% | 1,102 | $97K |
| Sherman Asset Management, Inc. | 0.05% | Reduce -3.9% | 625 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.8% | 506 | $45K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.2% | 499 | $44K |
| Sound Income Strategies, LLC | 0.00% | Add +310.9% | 452 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 378 | $33K |
| FMR LLC | 0.00% | No change | 329 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $27K |
| Qube Research & Technologies Ltd | 0.00% | No change | 302 | $27K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -0.7% | 276 | $24K |
| Arax Advisory Partners | 0.00% | New | 264 | $23K |
| FWL Investment Management, LLC | 0.00% | No change | 200 | $18K |
| MAI Capital Management | 0.00% | No change | 200 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 154 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 120 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 114 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 101 | $9K |
| Comerica Bank | 0.00% | Reduce -4.0% | 97 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 70 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +294.1% | 67 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 55 | $5K |
| Cwm, LLC | 0.00% | No change | 58 | $5K |
| Copia Wealth Management | 0.00% | No change | 54 | $5K |
| 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% | No change | 17 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 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.