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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193New |
$15.6K - $17K
|
193
$16.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77+ 213.89% |
$6.21K - $6.77K
|
113
$9.49K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3.1KNew |
$250K - $273K
|
3.1K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-444- 1.4% |
$35.8K - $39K
|
31.3K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 18.42% |
$50.6K - $55.2K
|
2.78K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-936- 12.63% |
$75.4K - $82.3K
|
6.47K
$544K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.64KNew |
$374K - $408K
|
4.64K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.65K+ 503.06% |
$133K - $145K
|
1.97K
$166K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
403New |
$32.5K - $35.4K
|
403
$33.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$16.1K - $17.6K
|
200
$16.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.08K+ 11.79% |
$86.9K - $94.8K
|
10.2K
$858K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
110New |
$8.87K - $9.67K
|
110
$9.24K
|
|
| Q4 2023 | |||||||
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
920New |
$61.4K - $78.6K
|
920
$77.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$1.34K - $1.71K
|
20
$1.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21KNew |
$1.4M - $1.79M
|
21K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-486K- 48.91% |
$32.4M - $41.5M
|
508K
$42.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.2K- 74.72% |
$1.08M - $1.38M
|
5.47K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
3.54KNew |
$236K - $302K
|
3.54K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 4.99% |
$2.74K - $3.5K
|
780
$65.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.47KNew |
$432K - $552K
|
6.47K
$543K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.13KNew |
$550K - $706K
|
7.13K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50New |
$3.86K - $4.95K
|
50
$4.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$3.86K - $4.95K
|
50
$4.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.23KNew |
$250K - $320K
|
3.23K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
635New |
$49.1K - $62.9K
|
635
$53.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-475- 14.32% |
$36.7K - $47.1K
|
2.84K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 34.81% |
$127K - $163K
|
3.09K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
554+ 9.52% |
$42.8K - $54.9K
|
6.37K
$535K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 11.81% |
$36.2K - $46.5K
|
3.5K
$294K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$5.79K - $7.43K
|
75
$6.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
81.5KNew |
$6.3M - $8.07M
|
81.5K
$6.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 1.2% |
$232 - $297
|
246
$20.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.3KNew |
$2.57M - $3.3M
|
33.3K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-117- 6.72% |
$9.04K - $11.6K
|
1.62K
$136K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
246New |
$19K - $24.4K
|
246
$20.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-190- 6.28% |
$14.7K - $18.8K
|
2.84K
$238K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.8KNew |
$352K - $377K
|
3.8K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 21.5% |
$2.13K - $2.28K
|
84
$7.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.21KNew |
$760K - $815K
|
8.21K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 2.73% |
$13.5K - $14.5K
|
5.49K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.73KNew |
$438K - $469K
|
4.73K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-277- 8.67% |
$25.7K - $27.5K
|
2.92K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 15.6% |
$4.73K - $5.06K
|
378
$31.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$1.85K - $1.99K
|
20
$1.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-500- 12.5% |
$46.3K - $49.6K
|
3.5K
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.61KNew |
$335K - $359K
|
3.61K
$304K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47KNew |
$228K - $245K
|
2.47K
$207K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.79KNew |
$259K - $277K
|
2.79K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.29KNew |
$305K - $326K
|
3.29K
$276K
|
|