Institutional Ownership Spdr Ser Tr Spdr S&P Pharmaceu (XPH)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Pharmaceu (XPH). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
8,860
shares
|
$375,132
0.0% of portfolio
|
Q1 2024
Reduced 18.04%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
8,097
shares
|
$342,826
0.01% of portfolio
|
Q4 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,229
shares
|
$306,075
0.0% of portfolio
|
Q2 2024
Added 14.44%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
7,004
shares
|
$296,549
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,971
shares
|
$295,152
0.0% of portfolio
|
Q1 2024
Added 10.72%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
6,762
shares
|
$286,303
0.0% of portfolio
|
Q1 2024
Added 10.74%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
6,404
shares
|
$271,145
0.0% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
5,877
shares
|
$248,832
0.08% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
5,835
shares
|
$247,053
0.0% of portfolio
|
Q3 2023
Added 9.37%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
5,581
shares
|
$236,299
0.0% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
5,436
shares
|
$230,160
0.01% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
5,274
shares
|
$223,301
0.0% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,168
shares
|
$218,813
0.01% of portfolio
|
Q2 2020
Added 5.09%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
5,115
shares
|
$216,569
0.09% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
4,266
shares
|
$180,622
0.0% of portfolio
|
Q1 2023
Added 295.24%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2024 Q1 2024 |
4,170
shares
|
$176,557
0.13% of portfolio
|
Q4 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
2,780
shares
|
$117,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
2,600
shares
|
$110,084
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
2,340
shares
|
$99,075
0.01% of portfolio
|
Q2 2024
Added 9.14%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
990
shares
|
$41,916
0.0% of portfolio
|
Q1 2024
Reduced 89.15%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
890
shares
|
$37,682
0.0% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
790
shares
|
$33,448
0.0% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
768
shares
|
$32,517
0.0% of portfolio
|
Q1 2024
Added 0.92%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
608
shares
|
$25,742
0.0% of portfolio
|
Q1 2024
Added 0.5%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
450
shares
|
$19,053
0.0% of portfolio
|
Q3 2023
New holding
|