SPDR SERIES TRUST (XHE) is held by 40 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling XHE?

In Q1 2026, 16 institutions opened or increased positions in SPDR SERIES TRUST while 22 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on XHE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SPDR SERIES TRUST.

How many hedge funds hold XHE?

40 institutional investors report holding SPDR SERIES TRUST (XHE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into XHE?

As of Q1 2026, tracked institutions in SPDR SERIES TRUST show 16 buyers versus 22 sellers — net outflows.

SPDR SERIES TRUST

XHE·78464A581·US·ETF·Unknown - Unknown

Holders

Avg rating(12 Elite)

$63.8M

Total Value

42% (44)

Fund Consensus

16 buying - 22 selling

No verdict yet — fewer than 2 funds hold XHE.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	200,517(-11.8%)	$15.7M	0.0%	+1.88%	0
GOLDMAN SACHS GROUP INC	Increased	131,038(+0.9%)	$10.3M	0.0%	-1.32%	28
JPMORGAN CHASE & CO	Decreased	101,992(-49.5%)	$7.8M	0.0%	-1.43%	0
BANK OF AMERICA CORP /DE/	Increased	87,355(+132.7%)	$6.8M	0.0%	+1.97%	44
LPL Financial LLC	Decreased	37,436(-39.2%)	$2.9M	0.0%	-1.01%	0
UBS Group AG	Decreased	36,099(-29.6%)	$2.8M	0.0%	+6.70%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	32,044(+11.6%)	$2.5M	0.0%	+3.81%	29
ROYAL BANK OF CANADA	Increased	27,489(+78.1%)	$2.2M	0.0%	+1.46%	40
BNP PARIBAS FINANCIAL MARKETS	New	25,000	$2M	0.0%	+1.91%	36
TRUIST FINANCIAL CORP	Increased	19,887(+1.6%)	$1.6M	0.0%	+6.96%	26
HighTower Advisors, LLC	Decreased	18,008(-0.2%)	$1.4M	0.0%	+20.44%	0
JANE STREET GROUP, LLC	New	16,650	$1.3M	0.0%	+1.91%	35
RAYMOND JAMES FINANCIAL INC	Decreased	12,660(-61.1%)	$990,489	0.0%	-0.97%	0
Corient Private Wealth LLC	Unchanged	9,588	$750,166	0.0%	+12.63%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	9,021(-19.4%)	$705,770	0.0%	+6.04%	0
WELLS FARGO & COMPANY/MN	Increased	6,629(+32.0%)	$518,614	0.0%	+5.48%	31
Kestra Advisory Services, LLC	Decreased	6,368(-1.6%)	$498,217	0.0%	+12.39%	0
Wealthfront Advisers LLC	Increased	6,364(+26.2%)	$497,919	0.0%	+4.24%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	5,883(-76.3%)	$460,286	0.0%	-0.82%	0
Rockefeller Capital Management L.P.	Increased	5,346(+2.6%)	$418,336	0.0%	+11.85%	25