Latest Institutional Transactions on Spdr Ser Tr S&P Health Care Eq (XHE)
This table provides information on the latest institutional transactions involving Spdr Ser Tr S&P Health Care Eq (XHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.1K- 93.1% |
$2.03M - $2.4M
|
1.86K
$152K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
898+ 11.5% |
$72.8K - $86K
|
8.71K
$712K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-567- 5.61% |
$46K - $54.3K
|
9.54K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 158.21% |
$8.87M - $10.5M
|
179K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25+ 9.03% |
$2.03K - $2.39K
|
302
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25- 11.36% |
$2.03K - $2.39K
|
195
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-17- 0.11% |
$1.38K - $1.63K
|
15.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.26K- 6.04% |
$102K - $121K
|
19.6K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.68KNew |
$217K - $257K
|
2.68K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12K- 75.01% |
$971K - $1.15M
|
3.99K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4New |
$324 - $383
|
4
$327
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
636+ 9.46% |
$51.5K - $60.9K
|
7.36K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$8.11K - $9.57K
|
100
$8.18K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 1.45% |
$973 - $1.15K
|
814
$66.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.56KNew |
$369K - $436K
|
4.56K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3- 2.88% |
$243 - $287
|
101
$8.26K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.31K- 5.59% |
$106K - $126K
|
22.1K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
756+ 27.42% |
$61.3K - $72.4K
|
3.51K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 38.29% |
$1.55M - $1.83M
|
69K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3K- 19.24% |
$243K - $287K
|
12.6K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154- 1.14% |
$12.5K - $14.7K
|
13.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-487- 7.74% |
$39.5K - $46.6K
|
5.81K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.34K- 24.05% |
$109K - $128K
|
4.23K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25+ 0.02% |
$2.03K - $2.39K
|
102K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 15.5% |
$4.13K - $4.88K
|
278
$22.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 0.11% |
$1.54K - $1.82K
|
18K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.06K- 21.48% |
$167K - $197K
|
7.53K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-577- 14.68% |
$46.8K - $55.2K
|
3.35K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-75.6K- 77.32% |
$6.13M - $7.24M
|
22.2K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-558- 2.19% |
$45.2K - $53.4K
|
25K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40+ 0.29% |
$3.24K - $3.83K
|
13.7K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.03KNew |
$83.4K - $98.5K
|
1.03K
$84.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.96K- 13.68% |
$726K - $858K
|
56.6K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 1.23% |
$486 - $574
|
480
$39.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-944- 8.77% |
$76.5K - $90.4K
|
9.83K
$803K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.73KNew |
$221K - $261K
|
2.73K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.34K- 31.61% |
$109K - $128K
|
2.9K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.1K- 7.02% |
$89.2K - $105K
|
14.6K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-577- 15.98% |
$46.8K - $55.2K
|
3.03K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.4K+ 222.01% |
$1.81M - $2.14M
|
32.5K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
21K+ 916.67% |
$1.7M - $2.01M
|
23.3K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.33K- 8.21% |
$108K - $127K
|
14.8K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 50.0% |
$1.38K - $1.63K
|
17
$1.39K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 4.59% |
$32K - $37.8K
|
8.21K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-6.56K- 56.18% |
$531K - $628K
|
5.12K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
446+ 3.29% |
$36.1K - $42.7K
|
14K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.04K+ 59.85% |
$84.5K - $99.8K
|
2.78K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$6.08K - $7.18K
|
75
$6.13K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
500New |
$43.1K - $47.2K
|
500
$40.9K
|
|