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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-295- 10.05% |
$19.7K - $25.2K
|
2.64K
$248K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-439- 8.93% |
$29.3K - $37.5K
|
4.48K
$421K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-481- 15.92% |
$32.1K - $41.1K
|
2.54K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-493- 13.54% |
$32.9K - $42.1K
|
3.15K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-632- 17.53% |
$42.2K - $54K
|
2.97K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-683- 16.69% |
$45.6K - $58.3K
|
3.41K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-974- 4.4% |
$65K - $83.2K
|
21.2K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.04K- 8.7% |
$69.2K - $88.6K
|
10.9K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 5.46% |
$91.5K - $117K
|
23.7K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.37K- 69.85% |
$91.7K - $117K
|
593
$55.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.69K- 9.88% |
$112K - $144K
|
15.4K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.88K- 91.28% |
$126K - $161K
|
180
$16.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.91K- 11.46% |
$127K - $163K
|
14.7K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-2.31K- 6.78% |
$154K - $197K
|
31.7K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.56K- 13.87% |
$171K - $218K
|
15.9K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.16K- 12.91% |
$211K - $270K
|
21.3K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.45K- 8.76% |
$230K - $295K
|
35.9K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 25.91% |
$241K - $309K
|
10.3K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.25K- 23.86% |
$351K - $449K
|
16.8K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.2K- 35.71% |
$481K - $615K
|
13K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.91K- 11.12% |
$595K - $761K
|
71.2K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.93K- 40.5% |
$663K - $848K
|
14.6K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 28.5% |
$764K - $978K
|
28.7K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 69.57% |
$948K - $1.21M
|
6.21K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.2K- 74.72% |
$1.08M - $1.38M
|
5.47K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.2K- 16.79% |
$1.28M - $1.64M
|
95.4K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.3K- 89.66% |
$2.29M - $2.93M
|
3.96K
$372K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.8K- 36.2% |
$2.45M - $3.14M
|
64.8K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.8K- 17.96% |
$5.53M - $7.07M
|
378K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-486K- 48.91% |
$32.4M - $41.5M
|
508K
$47.7M
|