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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
195
shares
|
$15,473
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
193
shares
|
$15,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$11,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
113
shares
|
$8,966
0.0% of portfolio
|
Q1 2024
Added 213.89%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
110
shares
|
$8,728
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
101
shares
|
$8,014
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
100
shares
|
$7,934
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
84
shares
|
$6,665
0.0% of portfolio
|
Q2 2023
Reduced 21.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
75
shares
|
$5,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
54
shares
|
$4,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
38
shares
|
$3,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$2,063
0.0% of portfolio
|
Q1 2020
Added 188.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
26
shares
|
$2,063
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$1,983
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$1,983
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
20
shares
|
$1,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,348
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8
shares
|
$634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8
shares
|
$634
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
4
shares
|
$317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|