Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4K+ 49.5% |
$2.79M - $3.05M
|
97.8K
$8.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.7KNew |
$1.35M - $1.48M
|
15.7K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$1.34M - $1.47M
|
15.6K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.2K+ 381.01% |
$1.31M - $1.43M
|
19.1K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.1K+ 43.45% |
$612K - $670K
|
23.5K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.86KNew |
$418K - $458K
|
4.86K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.03K+ 33.74% |
$347K - $380K
|
16K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.58KNew |
$222K - $243K
|
2.58K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.74KNew |
$150K - $164K
|
1.74K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 22.49% |
$99.6K - $109K
|
6.3K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
750+ 1.82% |
$64.6K - $70.8K
|
42K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
486New |
$41.9K - $45.8K
|
486
$43K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
417+ 34.78% |
$35.9K - $39.3K
|
1.62K
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
398+ 3.03% |
$34.3K - $37.5K
|
13.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
366+ 4.92% |
$31.5K - $34.5K
|
7.81K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
336+ 13.88% |
$28.9K - $31.7K
|
2.76K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
317+ 0.31% |
$27.3K - $29.9K
|
102K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
311+ 5.91% |
$26.8K - $29.3K
|
5.58K
$494K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
182+ 191.58% |
$15.7K - $17.2K
|
277
$24.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161+ 12.34% |
$13.9K - $15.2K
|
1.47K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$13.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77+ 10.28% |
$6.63K - $7.26K
|
826
$73.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
38New |
$3.27K - $3.58K
|
38
$3.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23+ 1.01% |
$1.98K - $2.17K
|
2.29K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17New |
$1.46K - $1.6K
|
17
$1.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$689 - $755
|
8
$708
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-58- 1.98% |
$5K - $5.47K
|
2.87K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-60- 37.5% |
$5.17K - $5.66K
|
100
$8.86K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 3.88% |
$8.62K - $9.43K
|
2.48K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197- 7.2% |
$17K - $18.6K
|
2.54K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-210- 7.01% |
$18.1K - $19.8K
|
2.79K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-263- 10.32% |
$22.7K - $24.8K
|
2.29K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-350- 2.19% |
$30.2K - $33K
|
15.7K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-368- 1.73% |
$31.7K - $34.7K
|
21K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-560- 5.52% |
$48.2K - $52.8K
|
9.59K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-675- 2.58% |
$58.2K - $63.7K
|
25.5K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-749- 10.05% |
$64.5K - $70.7K
|
6.7K
$594K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-757- 5.25% |
$65.2K - $71.4K
|
13.7K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-868- 4.61% |
$74.8K - $81.9K
|
18K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.68K- 16.33% |
$145K - $158K
|
8.61K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.75K- 2.47% |
$151K - $165K
|
69.2K
$6.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 11.92% |
$188K - $206K
|
16.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.72K- 11.54% |
$234K - $256K
|
20.8K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 24.87% |
$287K - $315K
|
10.1K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.36K- 48.17% |
$289K - $317K
|
3.61K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.7K- 6.9% |
$319K - $349K
|
49.9K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.17K- 64.74% |
$359K - $393K
|
2.27K
$201K
|