Purchases and Sales Made in Q4 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 Q4 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
304K+ 412.23% |
$20.3M - $26M
|
378K
$36M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110KNew |
$7.31M - $9.36M
|
110K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31K+ 91.64% |
$2.07M - $2.65M
|
64.8K
$6.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
26.6K+ 389.0% |
$1.78M - $2.27M
|
33.4K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21KNew |
$1.4M - $1.79M
|
21K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
18.7KNew |
$1.25M - $1.59M
|
18.7K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 67.69% |
$559K - $715K
|
20.7K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
7.41KNew |
$495K - $633K
|
7.41K
$705K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.47KNew |
$432K - $552K
|
6.47K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.35K+ 230.83% |
$424K - $542K
|
9.1K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.2K+ 39.86% |
$414K - $529K
|
21.7K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.54KNew |
$303K - $387K
|
4.54K
$432K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.22KNew |
$282K - $360K
|
4.22K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.05K+ 79.62% |
$270K - $346K
|
9.14K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
3.54KNew |
$236K - $302K
|
3.54K
$337K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.31KNew |
$221K - $283K
|
3.31K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.96K+ 82.13% |
$198K - $253K
|
6.56K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.85K+ 65.06% |
$190K - $243K
|
7.22K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.61KNew |
$174K - $223K
|
2.61K
$248K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.6KNew |
$174K - $222K
|
2.6K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.55KNew |
$170K - $218K
|
2.55K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.26K+ 31.86% |
$151K - $193K
|
9.35K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.12K+ 3.91% |
$141K - $181K
|
56.2K
$5.35M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.09K+ 45.89% |
$139K - $178K
|
6.64K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 14.47% |
$125K - $159K
|
14.8K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 11.0% |
$110K - $140K
|
16.6K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.44K+ 46.63% |
$96.4K - $123K
|
4.54K
$432K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
920New |
$61.4K - $78.6K
|
920
$87.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
738+ 115.49% |
$49.3K - $63K
|
1.38K
$131K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
610+ 2.57% |
$40.7K - $52.1K
|
24.3K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
372+ 10.06% |
$24.8K - $31.8K
|
4.07K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
361+ 10.64% |
$24.1K - $30.8K
|
3.75K
$357K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
288+ 738.46% |
$19.2K - $24.6K
|
327
$31.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
160New |
$10.7K - $13.7K
|
160
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36New |
$2.4K - $3.08K
|
36
$3.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35+ 0.29% |
$2.34K - $2.99K
|
12.1K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$2K - $2.56K
|
30
$2.86K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 15.71% |
$2K - $2.56K
|
221
$21K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$1.34K - $1.71K
|
20
$1.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 4.75% |
$1K - $1.28K
|
331
$31.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 4.75% |
$1K - $1.28K
|
331
$31.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.52% |
$401 - $513
|
1.17K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4- 2.44% |
$267 - $342
|
160
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.25% |
$801 - $1.03K
|
4.74K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-15- 8.57% |
$1K - $1.28K
|
160
$15.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 4.99% |
$2.74K - $3.5K
|
780
$74.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 28.99% |
$3.27K - $4.19K
|
120
$11.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-166- 29.96% |
$11.1K - $14.2K
|
388
$36.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-197- 1.53% |
$13.1K - $16.8K
|
12.7K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-245- 4.78% |
$16.4K - $20.9K
|
4.88K
$465K
|