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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
75
shares
|
$5,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
58
shares
|
$4,598
0.0% of portfolio
|
Q3 2025
Added 132.0%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
54
shares
|
$4,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
38
shares
|
$3,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
26
shares
|
$2,061
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$2,061
0.0% of portfolio
|
Q1 2020
Added 188.46%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
20
shares
|
$1,585
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
17
shares
|
$1,347
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$1,030
0.0% of portfolio
|
Q2 2025
Reduced 88.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8
shares
|
$634
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|