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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3- 2.88% |
$243 - $287
|
101
$8.14K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 15.5% |
$4.13K - $4.88K
|
278
$22.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25+ 0.02% |
$2.03K - $2.39K
|
102K
$8.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-558- 2.19% |
$45.2K - $53.4K
|
25K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.73KNew |
$221K - $261K
|
2.73K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 50.0% |
$1.38K - $1.63K
|
17
$1.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$6.08K - $7.18K
|
75
$6.05K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-982- 14.98% |
$84.6K - $92.6K
|
5.58K
$449K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
500New |
$43.1K - $47.2K
|
500
$40.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
54New |
$4.65K - $5.09K
|
54
$4.35K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161+ 12.34% |
$13.9K - $15.2K
|
1.47K
$118K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
38New |
$3.27K - $3.58K
|
38
$3.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.86KNew |
$418K - $458K
|
4.86K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
750+ 1.82% |
$64.6K - $70.8K
|
42K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.17K- 64.74% |
$359K - $393K
|
2.27K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$689 - $755
|
8
$645
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197- 7.2% |
$17K - $18.6K
|
2.54K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-263- 10.32% |
$22.7K - $24.8K
|
2.29K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-210- 7.01% |
$18.1K - $19.8K
|
2.79K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-58- 1.98% |
$5K - $5.47K
|
2.87K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-60- 37.5% |
$5.17K - $5.66K
|
100
$8.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$12.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.58KNew |
$222K - $243K
|
2.58K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 3.88% |
$8.62K - $9.43K
|
2.48K
$200K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-115- 3.97% |
$9.45K - $10.5K
|
2.78K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$1.47M - $1.62M
|
17.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.71KNew |
$223K - $247K
|
2.71K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
83+ 1.43% |
$6.82K - $7.56K
|
5.87K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-25- 0.51% |
$2.05K - $2.28K
|
4.86K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-220- 73.33% |
$18.1K - $20K
|
80
$6.45K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
278+ 4.81% |
$22.8K - $25.3K
|
6.06K
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
631+ 10.47% |
$51.9K - $57.5K
|
6.66K
$537K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.88K- 42.97% |
$155K - $172K
|
2.5K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-45- 1.57% |
$3.7K - $4.1K
|
2.83K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-9- 4.39% |
$740 - $819
|
196
$15.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-457- 3.32% |
$37.6K - $41.6K
|
13.3K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.23K- 21.62% |
$101K - $112K
|
4.44K
$358K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-22.2K- 82.58% |
$1.83M - $2.03M
|
4.69K
$378K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4- 13.33% |
$329 - $364
|
26
$2.1K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 87.24% |
$101K - $109K
|
182
$14.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-557- 17.45% |
$45.3K - $48.9K
|
2.64K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
346+ 1.97% |
$28.1K - $30.4K
|
17.9K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
116+ 36.94% |
$9.43K - $10.2K
|
430
$34.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$3.25K - $3.51K
|
40
$3.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.03K - $2.19K
|
25
$2.02K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70New |
$5.69K - $6.14K
|
70
$5.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24New |
$1.95K - $2.11K
|
24
$1.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 54.3% |
$9.75K - $10.5K
|
101
$8.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
77New |
$6.26K - $6.75K
|
77
$6.21K
|
|