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 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.15KClosed |
$68K - $103K
|
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
|
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
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-164KClosed |
$12.1M - $14.1M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-300Closed |
$22.2K - $25.9K
|
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
$10.6K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.7KClosed |
$363K - $380K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.54KClosed |
$273K - $286K
|
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
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-23Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.37KClosed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Csenge Advisory Group
|
SELL
|
- |
-4.26KClosed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Brookstone Capital Management
|
SELL
|
- |
-98.7KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.21KClosed |
N/A
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-158KClosed |
N/A
|
0
$0
|
|
Jul 12, 2019
Q2 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-23.5KClosed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Davenport & CO LLC
|
SELL
|
- |
-3.79KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 09, 2020
Q1 2019
|
Archer Investment Corp
|
SELL
|
- |
-374Closed |
N/A
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.35KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.29KClosed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.6KClosed |
N/A
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
City Holding CO
|
BUY
|
- |
150New |
N/A
|
150
$12.3K
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-206KClosed |
N/A
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-259Closed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$106K
|
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-35.2KClosed |
N/A
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.65KClosed |
N/A
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Montecito Bank & Trust
|
SELL
|
- |
-5.22KClosed |
N/A
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.57KClosed |
N/A
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Horan Securities, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.6KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
25KNew |
N/A
|
25K
$2.05M
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-774Closed |
N/A
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|