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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
8,000
shares
|
$634,800
0.08% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,528
shares
|
$597,346
0.0% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,400
shares
|
$587,190
0.02% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,360
shares
|
$584,016
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,985
shares
|
$554,259
0.15% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,704
shares
|
$531,962
0.0% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,467
shares
|
$513,156
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,809
shares
|
$460,944
0.0% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
5,115
shares
|
$405,875
0.05% of portfolio
|
Q1 2025
Reduced 56.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,855
shares
|
$385,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$385,244
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,584
shares
|
$363,740
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,557
shares
|
$361,597
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,444
shares
|
$352,631
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,234
shares
|
$335,967
0.0% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,991
shares
|
$316,685
0.0% of portfolio
|
Q1 2025
Reduced 75.01%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
3,535
shares
|
$280,502
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,513
shares
|
$278,756
0.05% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
3,353
shares
|
$266,060
0.1% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
3,034
shares
|
$240,747
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
2,904
shares
|
$230,432
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,783
shares
|
$220,831
0.22% of portfolio
|
Q1 2025
Added 59.85%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
May 05, 2025 Q1 2025 |
2,728
shares
|
$216,466
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,711
shares
|
$215,117
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,681
shares
|
$212,737
0.0% of portfolio
|
Q1 2025
New holding
|