Purchases and Sales Made in Q1 2021 in 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) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P HEALTH CARE EQ.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
61.1KNew |
$6.92M - $7.88M
|
61.1K
$5.35M
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
27.7K+ 66.64% |
$3.13M - $3.57M
|
69.2K
$6.06M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4KNew |
$3.1M - $3.53M
|
27.4K
$2.4M
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
21.9KNew |
$2.48M - $2.82M
|
21.9K
$1.92M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6K+ 369.42% |
$2.22M - $2.53M
|
24.9K
$2.18M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 57.4% |
$1.58M - $1.8M
|
38.4K
$3.36M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 12.3% |
$1.46M - $1.66M
|
118K
$10.3M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11KNew |
$1.24M - $1.41M
|
11K
$960K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.68K+ 1092.18% |
$869K - $990K
|
8.38K
$734K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.25K+ 34.42% |
$820K - $934K
|
28.3K
$2.48M
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.03KNew |
$795K - $906K
|
7.03K
$616K
|
|
Apr 19, 2021
Q1 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
6.26K+ 23.82% |
$709K - $808K
|
32.5K
$2.85M
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.01KNew |
$341K - $389K
|
3.01K
$264K
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.52K+ 15.28% |
$286K - $325K
|
19K
$1.67M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.38K+ 71.63% |
$270K - $307K
|
5.71K
$500K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.1K+ 5.96% |
$238K - $271K
|
37.3K
$3.27M
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.05KNew |
$232K - $264K
|
2.05K
$180K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.92KNew |
$217K - $247K
|
1.92K
$168K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.81K+ 58.16% |
$205K - $234K
|
4.93K
$432K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.7KNew |
$193K - $219K
|
1.7K
$149K
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.55K+ 3.28% |
$175K - $200K
|
48.7K
$4.27M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 52.67% |
$125K - $142K
|
3.2K
$280K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
934New |
$106K - $120K
|
934
$81.8K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
917+ 18.4% |
$104K - $118K
|
5.9K
$517K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
726+ 8.22% |
$82.2K - $93.6K
|
9.56K
$837K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
703New |
$79.6K - $90.7K
|
703
$61.6K
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
610+ 2.51% |
$69.1K - $78.7K
|
24.9K
$2.18M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600New |
$67.9K - $77.4K
|
600
$52.6K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
576+ 3.87% |
$65.2K - $74.3K
|
15.5K
$1.35M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
446+ 229.9% |
$50.5K - $57.5K
|
640
$56.1K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357+ 0.92% |
$40.4K - $46K
|
39.3K
$3.44M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
319New |
$36.1K - $41.1K
|
319
$27.9K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 390.63% |
$28.3K - $32.2K
|
314
$27.5K
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
241+ 12.11% |
$27.3K - $31.1K
|
2.23K
$195K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
236+ 4.01% |
$26.7K - $30.4K
|
6.12K
$536K
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
221+ 1.05% |
$25K - $28.5K
|
21.3K
$1.87M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
189+ 4.31% |
$21.4K - $24.4K
|
4.58K
$401K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
168+ 11.07% |
$19K - $21.7K
|
1.69K
$148K
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
150New |
$17K - $19.3K
|
150
$13.1K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
100+ 0.64% |
$11.3K - $12.9K
|
15.7K
$1.37M
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
100New |
$11.3K - $12.9K
|
100
$8.76K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58+ 0.67% |
$6.57K - $7.48K
|
8.7K
$762K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
49+ 188.46% |
$5.55K - $6.32K
|
75
$6.57K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46New |
$5.21K - $5.93K
|
46
$4.03K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40+ 1.79% |
$4.53K - $5.16K
|
2.27K
$199K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$2.83K - $3.22K
|
25
$2.19K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 9.77% |
$2.83K - $3.22K
|
281
$24.6K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 2.73% |
$1.36K - $1.55K
|
451
$39.5K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12New |
$1.36K - $1.55K
|
12
$1.05K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11+ 0.07% |
$1.25K - $1.42K
|
14.8K
$1.3M
|