Institutional Ownership Spdr Ser Tr S&P Health Care Eq (XHE)
This table provides information about the institutional ownership of Spdr Ser Tr S&P Health Care Eq (XHE). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 902,532 shares, which have been reported (via 13F filing form) to have a value of $73.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
178,684
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 158.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
101,883
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
69,045
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2025
Added 38.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
56,557
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,455
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 222.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
24,971
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
23,292
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 916.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
22,174
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,140
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
20,963
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
20,635
shares
|
$1.64 Million
0.44% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19,577
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
17,961
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
15,689
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,829
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
14,560
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
13,995
shares
|
$1.11 Million
0.69% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,691
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,366
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,290
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,595
shares
|
$999,413
0.0% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,826
shares
|
$779,693
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
9,538
shares
|
$756,840
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,706
shares
|
$690,821
0.04% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,210
shares
|
$651,463
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|