Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 158.21% |
$8.87M - $10.5M
|
179K
$14.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.3K+ 1566.46% |
$2.05M - $2.42M
|
26.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 222.01% |
$1.81M - $2.14M
|
32.5K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
21K+ 916.67% |
$1.7M - $2.01M
|
23.3K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 38.29% |
$1.55M - $1.83M
|
69K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.56KNew |
$369K - $436K
|
4.56K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.73KNew |
$221K - $261K
|
2.73K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.68KNew |
$217K - $257K
|
2.68K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.04K+ 59.85% |
$84.5K - $99.8K
|
2.78K
$226K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.03KNew |
$83.4K - $98.5K
|
1.03K
$83.5K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
898+ 11.5% |
$72.8K - $86K
|
8.71K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
756+ 27.42% |
$61.3K - $72.4K
|
3.51K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
636+ 9.46% |
$51.5K - $60.9K
|
7.36K
$597K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
446+ 3.29% |
$36.1K - $42.7K
|
14K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$6.08K - $7.18K
|
75
$6.09K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40+ 0.29% |
$3.24K - $3.83K
|
13.7K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25+ 9.03% |
$2.03K - $2.39K
|
302
$24.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25+ 0.02% |
$2.03K - $2.39K
|
102K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17+ 100.0% |
$1.38K - $1.63K
|
34
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4New |
$324 - $383
|
4
$325
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3- 2.88% |
$243 - $287
|
101
$8.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 1.23% |
$486 - $574
|
480
$39K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 1.45% |
$973 - $1.15K
|
814
$66.1K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-17- 0.11% |
$1.38K - $1.63K
|
15.7K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 50.0% |
$1.38K - $1.63K
|
17
$1.38K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 0.11% |
$1.54K - $1.82K
|
18K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25- 11.36% |
$2.03K - $2.39K
|
195
$15.8K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 15.5% |
$4.13K - $4.88K
|
278
$22.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154- 1.14% |
$12.5K - $14.7K
|
13.4K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 4.59% |
$32K - $37.8K
|
8.21K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-487- 7.74% |
$39.5K - $46.6K
|
5.81K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-558- 2.19% |
$45.2K - $53.4K
|
25K
$2.03M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-567- 5.61% |
$46K - $54.3K
|
9.54K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-577- 15.98% |
$46.8K - $55.2K
|
3.03K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-577- 14.68% |
$46.8K - $55.2K
|
3.35K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-944- 8.77% |
$76.5K - $90.4K
|
9.83K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.1K- 7.02% |
$89.2K - $105K
|
14.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.26K- 6.04% |
$102K - $121K
|
19.6K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.31K- 5.59% |
$106K - $126K
|
22.1K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.33K- 8.21% |
$108K - $127K
|
14.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.34K- 24.05% |
$109K - $128K
|
4.23K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.34K- 31.61% |
$109K - $128K
|
2.9K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.06K- 21.48% |
$167K - $197K
|
7.53K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3K- 19.24% |
$243K - $287K
|
12.6K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.56K- 56.18% |
$531K - $628K
|
5.12K
$415K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.96K- 13.68% |
$726K - $858K
|
56.6K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12K- 75.01% |
$971K - $1.15M
|
3.99K
$324K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.1K- 93.1% |
$2.03M - $2.4M
|
1.86K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-75.6K- 77.32% |
$6.13M - $7.24M
|
22.2K
$1.8M
|