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 |
|---|---|---|---|---|---|---|---|
|
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
$24.5K
|
|
|
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
$3.92K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-9.68KClosed |
$1.07M - $1.28M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-104Closed |
$12.7K - $13.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1KClosed |
$122K - $134K
|
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
$37.2K
|
|
|
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
$2.95M
|
|
|
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
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-100Closed |
$11.5K - $13.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$230 - $262
|
2
$163
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-150Closed |
$17.2K - $19.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.69KClosed |
$194K - $220K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
2.26K+ 4.3% |
$260K - $295K
|
54.8K
$4.48M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.59KClosed |
$632K - $720K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$122K - $139K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-368Closed |
$41.7K - $47.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.39KClosed |
$230K - $274K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
160New |
$15.4K - $18.3K
|
160
$13.1K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-190Closed |
$18.3K - $21.7K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
300+ 60.0% |
$28.9K - $34.3K
|
800
$65.4K
|
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
740New |
$71.2K - $84.6K
|
740
$60.5K
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-31Closed |
$2.98K - $3.54K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.75K- 50.0% |
$156K - $173K
|
1.75K
$143K
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-3.56KClosed |
$318K - $353K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-19Closed |
$1.7K - $1.88K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Well Done, LLC
|
SELL
|
- |
-8.15KClosed |
$729K - $808K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-6.39KClosed |
$571K - $634K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-4.87KClosed |
$435K - $482K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.24KClosed |
$558K - $618K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-100Closed |
$6.78K - $8.99K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2K+ 33.33% |
$136K - $180K
|
8K
$654K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 188.46% |
$2.91K - $4.42K
|
75
$6.13K
|
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-2.89KClosed |
$172K - $261K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-112KClosed |
$6.67M - $10.1M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-501Closed |
$29.7K - $45.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-248Closed |
$14.7K - $22.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.5KClosed |
$208K - $316K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.06KClosed |
$241K - $366K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cavalier Investments, LLC
|
SELL
|
- |
-63.7KClosed |
$3.78M - $5.74M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25Closed |
$1.48K - $2.25K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-43.2KClosed |
$2.56M - $3.89M
|
0
$0
|
|