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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91KClosed |
$152K - $219K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-38Closed |
$3.01K - $4.35K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.94KClosed |
$154K - $223K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.39K- 95.75% |
$189K - $273K
|
106
$9.43K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.81KClosed |
$144K - $207K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-85Closed |
$6.73K - $9.73K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$80.3K - $116K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.15KClosed |
$170K - $246K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17- 19.77% |
$1.35K - $1.95K
|
69
$6.14K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-244- 61.0% |
$23.7K - $29.2K
|
156
$13.9K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200Closed |
$19.4K - $23.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-600Closed |
$58.2K - $71.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.85KClosed |
$179K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125Closed |
$12.1K - $14.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-17.8KClosed |
$1.73M - $2.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1KClosed |
$301K - $371K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.82KClosed |
$273K - $337K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.96KClosed |
$287K - $354K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200New |
$19.4K - $23.9K
|
200
$17.8K
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
5.75KNew |
$558K - $687K
|
5.75K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-28.7KClosed |
$2.78M - $3.43M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-21Closed |
$2.04K - $2.51K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.81KClosed |
$176K - $216K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
231+ 23.89% |
$22.4K - $27.6K
|
1.2K
$107K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212Closed |
$20.6K - $25.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-45KClosed |
$4.37M - $5.38M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-40Closed |
$3.88K - $4.78K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
4.22KNew |
$410K - $504K
|
4.22K
$375K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-455Closed |
$44.2K - $54.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-87Closed |
$8.44K - $10.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.9KClosed |
$669K - $824K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-12.3KClosed |
$1.19M - $1.47M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.81KClosed |
$176K - $217K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4KClosed |
$524K - $646K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.75KClosed |
$170K - $209K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-16.3KClosed |
$1.59M - $1.95M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-162Closed |
$17.9K - $21.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
300New |
$33.2K - $39.6K
|
300
$26.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-770Closed |
$85.1K - $102K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-55Closed |
$6.08K - $7.25K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-48- 50.0% |
$5.31K - $6.33K
|
48
$4.27K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-9.68KClosed |
$1.07M - $1.28M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1KClosed |
$122K - $134K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-104Closed |
$12.7K - $13.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-1.89KClosed |
$230K - $251K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
455New |
$55.4K - $60.7K
|
455
$40.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.1KClosed |
$134K - $146K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
36.1KNew |
$4.39M - $4.81M
|
36.1K
$3.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.13KClosed |
$1.11M - $1.22M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-776Closed |
$94.5K - $103K
|
0
$0
|
|