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 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
$178
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.69KClosed |
$194K - $220K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-150Closed |
$17.2K - $19.6K
|
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
$4.87M
|
|
|
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
$14.2K
|
|
|
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
$71.2K
|
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
740New |
$71.2K - $84.6K
|
740
$65.8K
|
|
|
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
$156K
|
|
|
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
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2K+ 33.33% |
$136K - $180K
|
8K
$712K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-100Closed |
$6.78K - $8.99K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 188.46% |
$2.91K - $4.42K
|
75
$6.67K
|
|
|
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
|
|
|
Apr 28, 2020
Q1 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.07KClosed |
$301K - $457K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.15KClosed |
$68K - $103K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-185Closed |
$11K - $16.7K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-9.1KClosed |
$540K - $820K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.8KClosed |
$225K - $342K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-300Closed |
$22.2K - $25.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-164KClosed |
$12.1M - $14.1M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$837K - $974K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-58Closed |
$4.3K - $5.01K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-50KClosed |
$3.71M - $4.32M
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130New |
$9.64K - $11.2K
|
130
$11.6K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.54KClosed |
$273K - $286K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.7KClosed |
$363K - $380K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Mathes Company, Inc.
|
SELL
|
- |
-3.7KClosed |
$286K - $299K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-78Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|