Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
717K+ 65.37% |
$66.4M - $71.1M
|
1.81M
$161M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
309KNew |
$28.6M - $30.6M
|
309K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.2K+ 12.12% |
$5.48M - $5.88M
|
547K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 1158.68% |
$3.91M - $4.19M
|
45.9K
$4.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 22.64% |
$2.32M - $2.48M
|
135K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 31.9% |
$1.89M - $2.02M
|
84.2K
$7.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.2K+ 256.25% |
$1.5M - $1.61M
|
22.5K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 115.65% |
$1.44M - $1.54M
|
29K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.79K+ 138.85% |
$814K - $872K
|
15.1K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.21KNew |
$760K - $815K
|
8.21K
$730K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.45KNew |
$597K - $640K
|
6.45K
$573K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.82KNew |
$539K - $577K
|
5.82K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.73KNew |
$438K - $469K
|
4.73K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.65KNew |
$431K - $462K
|
4.65K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.97KNew |
$368K - $394K
|
3.97K
$353K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.8KNew |
$352K - $377K
|
3.8K
$338K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.61KNew |
$335K - $359K
|
3.61K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.32KNew |
$307K - $329K
|
3.32K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.29KNew |
$305K - $326K
|
3.29K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.21K+ 7135.56% |
$298K - $319K
|
3.26K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.03KNew |
$280K - $300K
|
3.03K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.98KNew |
$276K - $296K
|
2.98K
$265K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.79KNew |
$259K - $277K
|
2.79K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47KNew |
$228K - $245K
|
2.47K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 27.7% |
$165K - $177K
|
8.22K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 6.01% |
$121K - $130K
|
23.1K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28K+ 8.58% |
$118K - $127K
|
16.1K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.08KNew |
$99.8K - $107K
|
1.08K
$95.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1K+ 2.9% |
$92.8K - $99.4K
|
35.6K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
732+ 3.72% |
$67.8K - $72.7K
|
20.4K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
667+ 37.28% |
$61.8K - $66.2K
|
2.46K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
387+ 8.64% |
$35.9K - $38.4K
|
4.87K
$433K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292New |
$27.1K - $29K
|
292
$26K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
285+ 2.27% |
$26.4K - $28.3K
|
12.8K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
285+ 2.27% |
$26.4K - $28.3K
|
12.8K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
283+ 1.29% |
$26.2K - $28.1K
|
22.2K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
230+ 0.94% |
$21.3K - $22.8K
|
24.7K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 2.73% |
$13.5K - $14.5K
|
5.49K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 15.6% |
$4.73K - $5.06K
|
378
$33.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44+ 0.3% |
$4.08K - $4.37K
|
14.8K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 15.82% |
$2.32K - $2.48K
|
183
$16.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$1.85K - $1.99K
|
20
$1.78K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.87% |
$92.7 - $99.3
|
116
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.05% |
$1.11K - $1.19K
|
24.8K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 4.51% |
$1.2K - $1.29K
|
275
$24.5K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 4.51% |
$1.2K - $1.29K
|
275
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 21.5% |
$2.13K - $2.28K
|
84
$7.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 2.92% |
$3.24K - $3.47K
|
1.16K
$104K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 1.68% |
$3.52K - $3.77K
|
2.22K
$197K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44- 0.89% |
$4.08K - $4.37K
|
4.89K
$435K
|