Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P HEALTH CARE EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.1MNew |
$96.2M - $111M
|
1.1M
$97.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 391.94% |
$11.9M - $13.7M
|
170K
$15.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.03M - $3.5M
|
34.6K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.8K+ 67.67% |
$2.26M - $2.61M
|
63.8K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11K+ 566.56% |
$970K - $1.12M
|
13K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.07K+ 1.89% |
$796K - $918K
|
488K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.1KNew |
$623K - $718K
|
7.1K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$555K - $640K
|
6.32K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.27K+ 10.86% |
$287K - $331K
|
33.4K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 7.53% |
$253K - $291K
|
41.1K
$3.66M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.79KNew |
$245K - $282K
|
2.79K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.6K+ 21.2% |
$228K - $263K
|
14.9K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.74K+ 100.0% |
$153K - $176K
|
3.48K
$310K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.31KNew |
$115K - $132K
|
1.31K
$116K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.25KNew |
$109K - $126K
|
1.25K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 213.86% |
$107K - $123K
|
1.79K
$159K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
985+ 28.19% |
$86.5K - $99.7K
|
4.48K
$398K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
425+ 2.21% |
$37.3K - $43K
|
19.7K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349+ 1.63% |
$30.6K - $35.3K
|
21.7K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327New |
$28.7K - $33.1K
|
327
$29.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
208+ 1.43% |
$18.3K - $21K
|
14.8K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
115New |
$10.1K - $11.6K
|
115
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100+ 2.7% |
$8.78K - $10.1K
|
3.8K
$338K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$8.78K - $10.1K
|
100
$8.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 40.76% |
$6.58K - $7.59K
|
259
$23K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 62.12% |
$3.6K - $4.15K
|
107
$9.52K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
11+ 0.22% |
$966 - $1.11K
|
4.93K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8New |
$702 - $809
|
8
$712
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 1.19% |
$263 - $304
|
249
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15- 0.65% |
$1.32K - $1.52K
|
2.28K
$203K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23- 0.69% |
$2.02K - $2.33K
|
3.3K
$294K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27- 0.5% |
$2.37K - $2.73K
|
5.34K
$475K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 10.0% |
$2.81K - $3.24K
|
288
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 1.08% |
$3.07K - $3.54K
|
3.19K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38- 1.04% |
$3.34K - $3.84K
|
3.61K
$321K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50Closed |
$4.39K - $5.06K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-61- 2.18% |
$5.35K - $6.17K
|
2.74K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-74- 1.34% |
$6.5K - $7.49K
|
5.44K
$484K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-74- 20.44% |
$6.5K - $7.49K
|
288
$25.6K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-74- 2.87% |
$6.5K - $7.49K
|
2.5K
$222K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-95- 2.67% |
$8.34K - $9.61K
|
3.46K
$308K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-164- 23.03% |
$14.4K - $16.6K
|
548
$48.7K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-227- 3.46% |
$19.9K - $23K
|
6.33K
$563K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-244- 1.11% |
$21.4K - $24.7K
|
21.7K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-264- 18.05% |
$23.2K - $26.7K
|
1.2K
$107K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-337- 6.39% |
$29.6K - $34.1K
|
4.94K
$439K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-344- 13.22% |
$30.2K - $34.8K
|
2.26K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 1.61% |
$35.1K - $40.5K
|
24.5K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-425- 2.16% |
$37.3K - $43K
|
19.3K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-483- 8.93% |
$42.4K - $48.9K
|
4.93K
$438K
|