Modern Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Modern Wealth Management, LLC holds 19,164 shares of XHE stock, worth $1.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,164
Previous 15,689 22.15%
Holding current value
$1.49 Million
Previous $1.29 Million 20.71%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$72.34 - $83.73 $251,381 - $290,961
3,475 Added 22.15%
19,164 $1.56 Million
Q1 2025

May 15, 2025
SELL
$81.05 - $95.73 $1,377 - $1,627
-17 Reduced 0.11%
15,689 $1.29 Billion
Q4 2024

May 30, 2025
SELL
$86.15 - $94.34 $1,464 - $1,603
-17 Reduced 0.11%
15,672 $1.39 Million
Q4 2024

May 29, 2025
SELL
$86.15 - $94.34 $1,464 - $1,603
-17 Reduced 0.11%
15,672 $1.39 Million
Q4 2024

Feb 11, 2025
BUY
$86.15 - $94.34 $1.35 Million - $1.48 Million
15,706 New
15,706 $1.46 Billion

Others Institutions Holding XHE

# of Institutions
89
Shares Held
896K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
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