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 88 institutions that hold shares in the stock, with a total of 870,831 shares, which have been reported (via 13F filing form) to have a value of $67.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,405
shares
|
$109,547
0.1% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,367
shares
|
$106,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,292
shares
|
$100,737
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,164
shares
|
$90,757
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
880
shares
|
$68,613
0.01% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
805
shares
|
$62,765
0.02% of portfolio
|
Q2 2022
Reduced 42.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
754
shares
|
$58,789
0.0% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
531
shares
|
$41,402
0.0% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
454
shares
|
$35,398
0.0% of portfolio
|
Q2 2025
Added 47.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
430
shares
|
$33,527
0.02% of portfolio
|
Q2 2024
Added 36.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
378
shares
|
$29,472
0.0% of portfolio
|
Q2 2023
Added 15.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
302
shares
|
$23,546
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
278
shares
|
$21,675
0.0% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$15,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
200
shares
|
$15,594
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
196
shares
|
$15,282
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
150
shares
|
$11,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
120
shares
|
$9,356
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
119
shares
|
$9,278
0.0% of portfolio
|
Q2 2025
Reduced 75.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
112
shares
|
$8,732
0.0% of portfolio
|
Q2 2025
Reduced 54.47%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
110
shares
|
$8,576
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
101
shares
|
$7,874
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,797
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$7,797
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
84
shares
|
$6,549
0.0% of portfolio
|
Q2 2023
Reduced 21.5%
|