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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-500- 12.5% |
$46.3K - $49.6K
|
3.5K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.61KNew |
$335K - $359K
|
3.61K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47KNew |
$228K - $245K
|
2.47K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.79KNew |
$259K - $277K
|
2.79K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.29KNew |
$305K - $326K
|
3.29K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.87% |
$92.7 - $99.3
|
116
$9.48K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-533- 19.12% |
$49.4K - $52.9K
|
2.25K
$184K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
309KNew |
$28.6M - $30.6M
|
309K
$25.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-210- 7.66% |
$19.5K - $20.8K
|
2.53K
$207K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292New |
$27.1K - $29K
|
292
$23.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1K+ 2.9% |
$92.8K - $99.4K
|
35.6K
$2.9M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100+ 2.7% |
$8.78K - $10.1K
|
3.8K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-17.7K- 68.87% |
$1.55M - $1.79M
|
8K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15- 0.65% |
$1.32K - $1.52K
|
2.28K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-580- 20.07% |
$50.9K - $58.7K
|
2.31K
$189K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-590- 21.24% |
$51.8K - $59.7K
|
2.19K
$179K
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-518- 2.45% |
$45.5K - $52.4K
|
20.6K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-483- 8.93% |
$42.4K - $48.9K
|
4.93K
$402K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.78K - $10.1K
|
100
$8.17K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$8.78K - $10.1K
|
100
$8.17K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 50.0% |
$126K - $146K
|
1.44K
$118K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8New |
$702 - $809
|
8
$654
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.25KNew |
$109K - $126K
|
1.25K
$102K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$4.08K - $4.68K
|
50
$4.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26.5K- 68.64% |
$2.17M - $2.48M
|
12.1K
$990K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
705New |
$57.5K - $66K
|
705
$57.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.27KNew |
$186K - $213K
|
2.27K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.31KNew |
$107K - $123K
|
1.31K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
355New |
$29K - $33.2K
|
355
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.78KNew |
$472K - $541K
|
5.78K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
118KNew |
$9.67M - $11.1M
|
118K
$9.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
56New |
$4.57K - $5.24K
|
56
$4.58K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
357+ 5.39% |
$29.1K - $33.4K
|
6.99K
$571K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
307New |
$25.1K - $28.7K
|
307
$25.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
250New |
$20.4K - $23.4K
|
250
$20.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$7.84K - $8.99K
|
96
$7.84K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-150- 42.13% |
$12.2K - $14K
|
206
$16.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 90.91% |
$81.6K - $93.6K
|
100
$8.17K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
58New |
$4.73K - $5.43K
|
58
$4.74K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.62K- 95.57% |
$640K - $793K
|
353
$28.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.7K+ 100.0% |
$311K - $385K
|
7.4K
$605K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.75K- 69.51% |
$651K - $806K
|
3.4K
$278K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.68K - $2.08K
|
20
$1.63K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.58KNew |
$385K - $477K
|
4.58K
$375K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-447- 96.34% |
$37.6K - $46.5K
|
17
$1.39K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-231- 82.21% |
$19.4K - $24K
|
50
$4.09K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
859+ 1.74% |
$72.2K - $89.4K
|
50.1K
$4.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.05% |
$84 - $104
|
1.97K
$161K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.39K- 61.74% |
$110K - $159K
|
860
$70.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.99KNew |
$237K - $342K
|
2.99K
$244K
|
|