Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 13.15% |
$13.8K - $15.1K
|
972
$79.6K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
85New |
$10.3K - $11.3K
|
85
$6.96K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
85New |
$10.3K - $11.3K
|
85
$6.96K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77+ 0.19% |
$9.37K - $10.3K
|
40.1K
$3.28M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
67+ 7.65% |
$8.16K - $8.93K
|
943
$77.2K
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
55New |
$6.69K - $7.33K
|
55
$4.5K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 188.46% |
$5.96K - $6.53K
|
75
$6.14K
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
44+ 0.21% |
$5.36K - $5.87K
|
21.3K
$1.75M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 1.69% |
$4.26K - $4.67K
|
2.11K
$173K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
33+ 52.38% |
$4.02K - $4.4K
|
96
$7.86K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
31+ 1.57% |
$3.77K - $4.13K
|
2K
$164K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.06% |
$609 - $667
|
8.39K
$687K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 3.13% |
$243 - $267
|
66
$5.4K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 1.55% |
$852 - $933
|
446
$36.5K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25Closed |
$3.04K - $3.33K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 7.09% |
$3.41K - $3.73K
|
367
$30K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-44- 0.77% |
$5.36K - $5.87K
|
5.68K
$465K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 32.92% |
$6.45K - $7.07K
|
108
$8.84K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-65Closed |
$7.91K - $8.67K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-71- 2.59% |
$8.64K - $9.47K
|
2.67K
$218K
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-93- 3.09% |
$11.3K - $12.4K
|
2.92K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-104Closed |
$12.7K - $13.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-115- 5.18% |
$14K - $15.3K
|
2.11K
$172K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-128- 60.38% |
$15.6K - $17.1K
|
84
$6.88K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-156- 10.71% |
$19K - $20.8K
|
1.3K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-198- 8.18% |
$24.1K - $26.4K
|
2.22K
$182K
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-203- 33.67% |
$24.7K - $27.1K
|
400
$32.7K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-225- 5.94% |
$27.4K - $30K
|
3.56K
$291K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-285- 11.95% |
$34.7K - $38K
|
2.1K
$172K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-328- 3.51% |
$39.9K - $43.7K
|
9.01K
$738K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-331- 47.56% |
$40.3K - $44.1K
|
365
$29.9K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-593- 6.92% |
$72.2K - $79.1K
|
7.98K
$653K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-684- 73.23% |
$83.3K - $91.2K
|
250
$20.5K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-691- 27.26% |
$84.1K - $92.1K
|
1.84K
$151K
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-776Closed |
$94.5K - $103K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1KClosed |
$122K - $134K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.1KClosed |
$134K - $146K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 12.43% |
$145K - $159K
|
8.41K
$689K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.3K- 1.54% |
$159K - $174K
|
83.1K
$6.8M
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.31KClosed |
$159K - $174K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.54K- 2.96% |
$187K - $205K
|
50.4K
$4.13M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.56K- 80.82% |
$190K - $208K
|
371
$30.4K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.7KClosed |
$207K - $227K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74KClosed |
$211K - $231K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-1.89KClosed |
$230K - $251K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-1.97KClosed |
$240K - $263K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.28K- 74.49% |
$399K - $437K
|
1.12K
$91.8K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.87KClosed |
$714K - $782K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.89KClosed |
$717K - $785K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.09K- 18.36% |
$984K - $1.08M
|
35.9K
$2.94M
|