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 96 institutions that hold shares in the stock, with a total of 886,847 shares, which have been reported (via 13F filing form) to have a value of $69.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
2,500
shares
|
$195,150
0.08% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,859
shares
|
$145,113
0.0% of portfolio
|
Q1 2025
Reduced 93.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,750
shares
|
$136,605
0.0% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,466
shares
|
$114,435
0.01% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,367
shares
|
$106,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,292
shares
|
$100,853
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,164
shares
|
$90,861
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,029
shares
|
$80,323
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
814
shares
|
$63,540
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
805
shares
|
$62,838
0.02% of portfolio
|
Q2 2022
Reduced 42.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
780
shares
|
$60,886
0.01% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
480
shares
|
$37,468
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
430
shares
|
$33,565
0.02% of portfolio
|
Q2 2024
Added 36.94%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
403
shares
|
$31,458
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
378
shares
|
$29,506
0.0% of portfolio
|
Q2 2023
Added 15.6%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
307
shares
|
$23,964
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
302
shares
|
$23,574
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
278
shares
|
$21,700
0.0% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
246
shares
|
$19,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$15,612
0.0% of portfolio
|
Q3 2024
Reduced 84.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$15,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
200
shares
|
$15,612
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$15,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
196
shares
|
$15,299
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
195
shares
|
$15,221
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|