Latest Institutional Purchases of Spdr Ser Tr S&P Health Care Eq (XHE)
This list provides information on the latest institutional transactions involving Spdr Ser Tr S&P Health Care Eq (XHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.26K+ 31.86% |
$151K - $193K
|
9.35K
$855K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
920New |
$61.4K - $78.6K
|
920
$84.1K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$1.34K - $1.71K
|
20
$1.83K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
81.5KNew |
$6.3M - $8.07M
|
81.5K
$7.45M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.3KNew |
$2.57M - $3.3M
|
33.3K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.13KNew |
$550K - $706K
|
7.13K
$652K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.23KNew |
$250K - $320K
|
3.23K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
635New |
$49.1K - $62.9K
|
635
$58.1K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
554+ 9.52% |
$42.8K - $54.9K
|
6.37K
$583K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
246New |
$19K - $24.4K
|
246
$22.5K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$5.79K - $7.43K
|
75
$6.86K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50New |
$3.86K - $4.95K
|
50
$4.57K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$3.86K - $4.95K
|
50
$4.57K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
309KNew |
$28.6M - $30.6M
|
309K
$28.2M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.21KNew |
$760K - $815K
|
8.21K
$750K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.73KNew |
$438K - $469K
|
4.73K
$432K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.8KNew |
$352K - $377K
|
3.8K
$347K
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.61KNew |
$335K - $359K
|
3.61K
$330K
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.29KNew |
$305K - $326K
|
3.29K
$301K
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.79KNew |
$259K - $277K
|
2.79K
$255K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47KNew |
$228K - $245K
|
2.47K
$225K
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1K+ 2.9% |
$92.8K - $99.4K
|
35.6K
$3.25M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292New |
$27.1K - $29K
|
292
$26.7K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 2.73% |
$13.5K - $14.5K
|
5.49K
$502K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51+ 15.6% |
$4.73K - $5.06K
|
378
$34.6K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$1.85K - $1.99K
|
20
$1.83K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.87% |
$92.7 - $99.3
|
116
$10.6K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.31KNew |
$115K - $132K
|
1.31K
$119K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.25KNew |
$109K - $126K
|
1.25K
$114K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100+ 2.7% |
$8.78K - $10.1K
|
3.8K
$347K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$8.78K - $10.1K
|
100
$9.14K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.78K - $10.1K
|
100
$9.14K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8New |
$702 - $809
|
8
$732
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
118KNew |
$9.67M - $11.1M
|
118K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.78KNew |
$472K - $541K
|
5.78K
$529K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.27KNew |
$186K - $213K
|
2.27K
$208K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.31KNew |
$107K - $123K
|
1.31K
$120K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
705New |
$57.5K - $66K
|
705
$64.5K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
357+ 5.39% |
$29.1K - $33.4K
|
6.99K
$639K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
355New |
$29K - $33.2K
|
355
$32.5K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
307New |
$25.1K - $28.7K
|
307
$28.1K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
250New |
$20.4K - $23.4K
|
250
$22.9K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$7.84K - $8.99K
|
96
$8.78K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
58New |
$4.73K - $5.43K
|
58
$5.3K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
56New |
$4.57K - $5.24K
|
56
$5.12K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$4.08K - $4.68K
|
50
$4.57K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.58KNew |
$385K - $477K
|
4.58K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.7K+ 100.0% |
$311K - $385K
|
7.4K
$677K
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
859+ 1.74% |
$72.2K - $89.4K
|
50.1K
$4.58M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$1.68K - $2.08K
|
20
$1.83K
|