Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.6K+ 207.78% |
$5.49M - $5.93M
|
100K
$8.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9K+ 704.64% |
$2.19M - $2.36M
|
30.7K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.03KNew |
$490K - $529K
|
6.03K
$536K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.87KNew |
$233K - $252K
|
2.87K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.45K+ 41.69% |
$199K - $215K
|
8.34K
$742K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.98K+ 52.25% |
$161K - $174K
|
5.78K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.91K+ 49.64% |
$155K - $167K
|
5.75K
$511K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.91K+ 7.33% |
$155K - $167K
|
27.9K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 558.0% |
$90.7K - $97.9K
|
1.32K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
548+ 10.46% |
$44.5K - $48.1K
|
5.79K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
531+ 15.15% |
$43.1K - $46.6K
|
4.04K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
493+ 0.87% |
$40.1K - $43.2K
|
57.1K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
346+ 1.97% |
$28.1K - $30.4K
|
17.9K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
310+ 1.76% |
$25.2K - $27.2K
|
18K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
300New |
$24.4K - $26.3K
|
300
$26.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
246New |
$20K - $21.6K
|
246
$21.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175+ 388.89% |
$14.2K - $15.4K
|
220
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
131+ 0.32% |
$10.6K - $11.5K
|
41.2K
$3.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
116+ 36.94% |
$9.43K - $10.2K
|
430
$38.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
77New |
$6.26K - $6.75K
|
77
$6.85K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$5.69K - $6.14K
|
70
$6.23K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$4.06K - $4.39K
|
50
$4.45K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$3.25K - $3.51K
|
40
$3.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.03K - $2.19K
|
25
$2.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24New |
$1.95K - $2.11K
|
24
$2.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.25% |
$325 - $351
|
324
$28.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.95% |
$81.3 - $87.7
|
104
$9.25K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14- 1.78% |
$1.14K - $1.23K
|
773
$68.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22- 18.97% |
$1.79K - $1.93K
|
94
$8.36K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-32- 0.72% |
$2.6K - $2.81K
|
4.38K
$390K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-50- 66.67% |
$4.06K - $4.39K
|
25
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-106- 3.5% |
$8.61K - $9.3K
|
2.93K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-107- 3.56% |
$8.69K - $9.39K
|
2.9K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120Closed |
$9.75K - $10.5K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 54.3% |
$9.75K - $10.5K
|
101
$8.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-138- 42.46% |
$11.2K - $12.1K
|
187
$16.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-144- 41.26% |
$11.7K - $12.6K
|
205
$18.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-175- 6.32% |
$14.2K - $15.4K
|
2.6K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-261- 6.99% |
$21.2K - $22.9K
|
3.47K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-397- 12.67% |
$32.3K - $34.8K
|
2.74K
$244K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-404- 14.49% |
$32.8K - $35.4K
|
2.38K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-412- 7.1% |
$33.5K - $36.1K
|
5.39K
$480K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-417- 2.94% |
$33.9K - $36.6K
|
13.7K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-420- 2.97% |
$34.1K - $36.8K
|
13.7K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-450- 9.5% |
$36.6K - $39.5K
|
4.29K
$381K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-457- 7.46% |
$37.1K - $40.1K
|
5.67K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-501- 3.46% |
$40.7K - $43.9K
|
14K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-507- 3.18% |
$41.2K - $44.5K
|
15.5K
$1.37M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-557- 17.45% |
$45.3K - $48.9K
|
2.64K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-783- 6.71% |
$63.6K - $68.7K
|
10.9K
$968K
|