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 87 institutions that hold shares in the stock, with a total of 867,907 shares, which have been reported (via 13F filing form) to have a value of $68.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
8,000
shares
|
$634,320
0.08% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,483
shares
|
$593,327
0.0% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,400
shares
|
$586,746
0.02% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,985
shares
|
$553,840
0.15% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,775
shares
|
$537,189
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
6,557
shares
|
$519,904
0.0% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,467
shares
|
$512,768
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,685
shares
|
$450,763
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,921
shares
|
$390,186
0.04% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$384,952
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,855
shares
|
$384,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,584
shares
|
$363,465
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,557
shares
|
$361,324
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
|
$352,364
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
3,535
shares
|
$280,290
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,164
shares
|
$250,873
0.08% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,113
shares
|
$246,829
0.0% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,005
shares
|
$238,266
0.04% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
2,999
shares
|
$237,790
0.03% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,579
shares
|
$204,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,540
shares
|
$201,396
0.0% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$198,225
0.07% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,750
shares
|
$138,757
0.0% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,468
shares
|
$116,397
0.0% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,466
shares
|
$116,239
0.01% of portfolio
|
Q4 2024
Added 12.34%
|