Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28.7KNew |
$3.17M - $3.78M
|
28.7K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 103.88% |
$2M - $2.39M
|
35.6K
$3.38M
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
17.8KNew |
$1.97M - $2.35M
|
17.8K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14K+ 891.87% |
$1.55M - $1.85M
|
15.6K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$1.47M - $1.75M
|
13.3K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.83KNew |
$865K - $1.03M
|
7.83K
$745K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.9KNew |
$762K - $909K
|
6.9K
$656K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.93K+ 4.59% |
$656K - $782K
|
135K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 45.13% |
$617K - $736K
|
18K
$1.71M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
5.58KNew |
$616K - $735K
|
5.58K
$531K
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.11KNew |
$565K - $674K
|
5.11K
$487K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.07KNew |
$449K - $536K
|
4.07K
$387K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.23KNew |
$357K - $426K
|
3.23K
$308K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.14KNew |
$347K - $414K
|
3.14K
$299K
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.25KNew |
$249K - $297K
|
2.25K
$214K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.97KNew |
$218K - $260K
|
1.97K
$188K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 2.87% |
$209K - $250K
|
67.9K
$6.46M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.81KNew |
$200K - $239K
|
1.81K
$173K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.75K+ 10.63% |
$193K - $230K
|
18.2K
$1.73M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.73KNew |
$191K - $227K
|
1.73K
$164K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 41.78% |
$185K - $220K
|
5.67K
$539K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.24K+ 13.8% |
$138K - $164K
|
10.3K
$976K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
900+ 8.98% |
$99.5K - $119K
|
10.9K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
746+ 4.52% |
$82.5K - $98.4K
|
17.3K
$1.64M
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
742+ 2.28% |
$82K - $97.8K
|
33.3K
$3.17M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
614+ 10.84% |
$67.9K - $81K
|
6.28K
$598K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
547+ 0.76% |
$60.5K - $72.1K
|
72.5K
$6.91M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
520+ 27.66% |
$57.5K - $68.6K
|
2.4K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
490+ 0.87% |
$54.2K - $64.6K
|
56.8K
$5.4M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
455New |
$50.3K - $60K
|
455
$43.3K
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
418+ 17.42% |
$46.2K - $55.1K
|
2.82K
$268K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$44.2K - $52.7K
|
400
$38.1K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
380New |
$42K - $50.1K
|
380
$36.2K
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
379+ 9.48% |
$41.9K - $50K
|
4.38K
$417K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
356New |
$39.4K - $46.9K
|
356
$33.9K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
327+ 17.08% |
$36.1K - $43.1K
|
2.24K
$213K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
300+ 2.5% |
$33.2K - $39.6K
|
12.3K
$1.17M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
300New |
$33.2K - $39.6K
|
300
$28.6K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
285+ 4.21% |
$31.5K - $37.6K
|
7.05K
$671K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255+ 0.64% |
$28.2K - $33.6K
|
40.4K
$3.84M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
224+ 3.61% |
$24.8K - $29.5K
|
6.43K
$612K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 6.67% |
$22.1K - $26.4K
|
3.2K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
114+ 0.32% |
$12.6K - $15K
|
36K
$3.43M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$11.1K - $13.2K
|
200
$19K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 0.8% |
$8.4K - $10K
|
9.55K
$909K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
76+ 0.36% |
$8.4K - $10K
|
21.4K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
62+ 2.14% |
$6.85K - $8.18K
|
2.96K
$282K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
58New |
$6.41K - $7.65K
|
58
$5.52K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
56New |
$6.19K - $7.38K
|
56
$5.33K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$5.64K - $6.73K
|
51
$4.86K
|