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 115 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
253,027
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
112,425
shares
|
$9.49 Million
0.01% of portfolio
|
Q1 2024
Added 17.84%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
56,592
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2024 Q1 2024 |
41,040
shares
|
$3.46 Million
2.83% of portfolio
|
Q1 2024
Added 120.03%
|
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
33,608
shares
|
$2.84 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
32,511
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 49.82%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
May 06, 2024 Q1 2024 |
31,253
shares
|
$2.64 Million
1.96% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
25,980
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
25,478
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 109.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
25,287
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
25,238
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
23,805
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 57.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
21,803
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
21,331
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
21,010
shares
|
$1.77 Million
0.29% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 01, 2024 Q1 2024 |
20,635
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
20,239
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.47%
|
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
19,699
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
18,623
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Added 104.63%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
17,649
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2024
Added 370.14%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
17,526
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2024
Added 5.64%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,608
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
15,960
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
14,462
shares
|
$1.22 Million
0.79% of portfolio
|
Q1 2024
Reduced 5.9%
|
|
|
Means Investment Co., Inc.
|
Apr 17, 2024 Q1 2024 |
14,424
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2024
Reduced 9.17%
|
|