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 |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
2,500
shares
|
$206,149
0.07% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,475
shares
|
$204,088
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,291
shares
|
$188,915
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,286
shares
|
$188,503
0.0% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,270
shares
|
$187,184
0.01% of portfolio
|
Q4 2024
Reduced 64.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$144,305
0.0% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,741
shares
|
$143,562
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,616
shares
|
$133,255
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,466
shares
|
$120,886
0.01% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,292
shares
|
$106,538
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,164
shares
|
$95,983
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
826
shares
|
$68,111
0.0% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
805
shares
|
$66,380
0.02% of portfolio
|
Q2 2022
Reduced 42.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
780
shares
|
$64,318
0.01% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
486
shares
|
$40,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
430
shares
|
$35,457
0.02% of portfolio
|
Q2 2024
Added 36.94%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
403
shares
|
$33,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
378
shares
|
$31,169
0.0% of portfolio
|
Q2 2023
Added 15.6%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
329
shares
|
$27,129
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
307
shares
|
$25,315
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$24,737
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
277
shares
|
$22,841
0.0% of portfolio
|
Q4 2024
Added 191.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
246
shares
|
$20,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
220
shares
|
$18,141
0.0% of portfolio
|
Q2 2024
Added 388.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$16,492
0.0% of portfolio
|
Q3 2024
Reduced 84.8%
|