Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 242.71% |
$14.4M - $15.8M
|
253K
$22.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.3KNew |
$2.04M - $2.22M
|
25.3K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.4K+ 120.03% |
$1.8M - $1.97M
|
41K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.7KNew |
$1.59M - $1.73M
|
19.7K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 17.84% |
$1.37M - $1.5M
|
112K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.34M - $1.46M
|
16.6K
$1.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.9K+ 370.14% |
$1.12M - $1.22M
|
17.6K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$1.1M - $1.2M
|
13.7K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.3K+ 109.78% |
$1.07M - $1.17M
|
25.5K
$2.27M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.52K+ 104.63% |
$767K - $837K
|
18.6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.48KNew |
$603K - $658K
|
7.48K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.81KNew |
$468K - $510K
|
5.81K
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.64KNew |
$374K - $408K
|
4.64K
$413K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.8KNew |
$306K - $334K
|
3.8K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.5K+ 16.09% |
$282K - $308K
|
25.2K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.77KNew |
$223K - $244K
|
2.77K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.47K+ 179.01% |
$199K - $217K
|
3.84K
$342K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.38KNew |
$191K - $209K
|
2.38K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 6.91% |
$135K - $148K
|
26K
$2.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.65K+ 503.06% |
$133K - $145K
|
1.97K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.08K+ 11.79% |
$86.9K - $94.8K
|
10.2K
$909K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
935+ 5.64% |
$75.4K - $82.2K
|
17.5K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
704+ 15.52% |
$56.7K - $61.9K
|
5.24K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
403New |
$32.5K - $35.4K
|
403
$35.8K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
295+ 983.33% |
$23.8K - $25.9K
|
325
$28.9K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
235+ 9.2% |
$18.9K - $20.7K
|
2.79K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$16.1K - $17.6K
|
200
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$16.1K - $17.6K
|
200
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194+ 32.72% |
$15.6K - $17.1K
|
787
$70K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193New |
$15.6K - $17K
|
193
$17.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
154+ 96.25% |
$12.4K - $13.5K
|
314
$27.9K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
152+ 0.72% |
$12.3K - $13.4K
|
21.3K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
110New |
$8.87K - $9.67K
|
110
$9.78K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
101New |
$8.14K - $8.88K
|
101
$8.98K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77+ 213.89% |
$6.21K - $6.77K
|
113
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
58+ 1.95% |
$4.67K - $5.1K
|
3.03K
$270K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$4.03K - $4.4K
|
50
$4.45K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
30New |
$2.42K - $2.64K
|
30
$2.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.51% |
$484 - $528
|
1.16K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6- 0.13% |
$484 - $528
|
4.74K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 3.32% |
$887 - $967
|
320
$28.5K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15- 0.48% |
$1.21K - $1.32K
|
3.13K
$279K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-19- 20.21% |
$1.53K - $1.67K
|
75
$6.67K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-39- 10.05% |
$3.14K - $3.43K
|
349
$31K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-55- 34.38% |
$4.43K - $4.84K
|
105
$9.34K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-64- 35.56% |
$5.16K - $5.63K
|
116
$10.3K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-65- 1.54% |
$5.24K - $5.72K
|
4.15K
$369K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-116- 3.51% |
$9.35K - $10.2K
|
3.19K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-153- 5.86% |
$12.3K - $13.5K
|
2.46K
$218K
|