Institutional Ownership Spdr Ser Tr S&P Health Care Eq (XHE)
This table provides information about the institutional ownership of Spdr Ser Tr S&P Health Care Eq (XHE). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 905,457 shares, which have been reported (via 13F filing form) to have a value of $74.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,079
shares
|
$831,114
0.0% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,587
shares
|
$790,544
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,605
shares
|
$709,568
0.0% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
8,000
shares
|
$659,680
0.09% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,808
shares
|
$643,847
0.05% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,400
shares
|
$610,204
0.02% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,985
shares
|
$575,983
0.15% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,724
shares
|
$554,461
0.0% of portfolio
|
Q4 2024
Reduced 42.88%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6,704
shares
|
$552,811
0.0% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,467
shares
|
$533,268
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,296
shares
|
$519,168
0.0% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,575
shares
|
$459,714
0.0% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
4,855
shares
|
$400,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$400,343
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,584
shares
|
$377,996
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,444
shares
|
$366,452
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,930
shares
|
$324,067
0.11% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
3,611
shares
|
$297,763
0.05% of portfolio
|
Q4 2024
Reduced 48.17%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
3,535
shares
|
$291,496
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,870
shares
|
$236,660
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,786
shares
|
$229,733
0.02% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,757
shares
|
$227,342
0.04% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
2,711
shares
|
$223,549
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,579
shares
|
$212,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,540
shares
|
$209,448
0.0% of portfolio
|
Q4 2024
Reduced 7.2%
|