Steward Partners Investment Advisory, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 84 shares of XHE stock, worth $6,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 84 -0.0%
Holding current value
$6,580
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$92.66 - $99.27 $2,131 - $2,283
-23 Reduced 21.5%
84 $8,000
Q1 2023

May 15, 2023
BUY
$87.78 - $101.18 $3,598 - $4,148
41 Added 62.12%
107 $10,000
Q3 2021

Nov 12, 2021
BUY
$121.72 - $133.34 $243 - $266
2 Added 3.13%
66 $8,000
Q2 2021

Aug 13, 2021
SELL
$114.97 - $130.77 $28,742 - $32,692
-250 Reduced 79.62%
64 $8,000
Q1 2021

May 14, 2021
BUY
$113.22 - $128.96 $28,305 - $32,240
250 Added 390.63%
314 $0
Q2 2019

Jul 25, 2019
BUY
N/A
64 New
64 $5,000
Q4 2018

Jan 15, 2019
SELL
N/A
-64 Closed
0 $0
Q1 2017

Nov 22, 2017
BUY
N/A
64
64 $3,000

Others Institutions Holding XHE

# of Institutions
94
Shares Held
862K
Call Options Held
0
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

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