SS SPDR S&P HC Equip ETFXHEETF
13F holders, Q1 2026 (March 31)74holders −3
12new positions
13sold out
$78.02avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding SS SPDR S&P HC Equip ETF (XHE) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($15.7M), Goldman Sachs Group Inc. ($10.3M) and JPMorgan Chase & Co. ($7.8M).
- Company
- SS SPDR S&P HC Equip ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A581
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.6M |
| Exits | 13 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 126,546 shares bought and 251,786 shares sold, net −125,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Reduce -11.8% | 200,517 | $15.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 131,038 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.5% | 101,992 | $7.8M |
| Bank of America Corp. | 0.00% | Add +132.7% | 87,355 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -39.2% | 37,436 | $2.9M |
| UBS Group AG | 0.00% | Reduce -29.6% | 36,099 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 32,044 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +78.1% | 27,489 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | New | 25,000 | $2.0M |
| Meitav Investment House Ltd. | 0.02% | No change | 20,738 | $1.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.32% | No change | 20,635 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +1.6% | 19,887 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 18,008 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 16,650 | $1.3M |
| Pacific Sun Financial Corp | 0.49% | Reduce -3.3% | 12,967 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -61.1% | 12,660 | $990K |
| Corient Private Wealth LP | 0.00% | No change | 9,588 | $750K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 9,034 | $707K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.4% | 9,021 | $706K |
| Cornerstone Advisory, LLC | 0.06% | No change | 8,000 | $626K |
| NTV Asset Management LLC | 0.07% | Reduce -13.8% | 7,710 | $603K |
| Harbour Investments, Inc. | 0.01% | Add +556.8% | 7,645 | $598K |
| Wells Fargo & Company | 0.00% | Add +32.0% | 6,629 | $519K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.6% | 6,368 | $498K |
| Wealthfront Advisers LLC | 0.00% | Add +26.2% | 6,364 | $498K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.3% | 5,883 | $460K |
| IHT Wealth Management, LLC | 0.01% | Add +91.4% | 5,707 | $447K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.6% | 5,346 | $418K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Reduce -10.9% | 5,020 | $393K |
| Waverly Advisors, LLC | 0.00% | No change | 4,855 | $380K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 4,414 | $345K |
| Cetera Investment Advisers | 0.00% | Reduce -25.4% | 4,332 | $339K |
| Debussy Capital Management LP | 0.05% | Add +18.8% | 4,279 | $335K |
| Flow Traders U.S. LLC | 0.01% | Add +2.1% | 4,091 | $320K |
| HRT Financial LP | 0.00% | New | 3,111 | $243K |
| Means Investment Co., Inc. | 0.02% | Reduce -11.8% | 2,834 | $222K |
| Bank of Montreal | 0.00% | Reduce -1.7% | 2,148 | $168K |
| Franklin Resources Inc. | 0.00% | No change | 1,750 | $137K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,292 | $101K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,180 | $92K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.3% | 1,043 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -16.6% | 1,011 | $79K |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 1,001 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.6% | 823 | $64K |
| Advisory Services Network, LLC | 0.00% | New | 640 | $50K |
| Sherman Asset Management, Inc. | 0.04% | Reduce -6.4% | 585 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | New | 493 | $39K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -13.2% | 433 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.1% | 402 | $32K |
| Y.D. More Investments Ltd | 0.00% | No change | 307 | $24K |
| FMR LLC | 0.00% | Reduce -18.8% | 267 | $21K |
| Arax Advisory Partners | 0.00% | No change | 264 | $21K |
| Simplex Trading, LLC | 0.00% | New | 212 | $17K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -31.1% | 208 | $16K |
| FWL Investment Management, LLC | 0.00% | No change | 200 | $16K |
| MAI Capital Management | 0.00% | No change | 200 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 150 | $12K |
| Fifth Third Bancorp | 0.00% | New | 116 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.3% | 115 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 114 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $9K |
| Belvedere Trading LLC | 0.00% | New | 100 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.8% | 95 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 84 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 80 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 75 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 59 | $5K |
| Cwm, LLC | 0.00% | No change | 58 | $5K |
| Copia Wealth Management | 0.00% | No change | 54 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 40 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 38 | $3K |
| Larson Financial Group LLC | 0.00% | New | 35 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $2K |
"% 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.