Latest Institutional Transactions on Spdr S&P Health Care Services (XHS)
This table provides information on the latest institutional transactions involving Spdr S&P Health Care Services (XHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.24% |
$86.6 - $94.8
|
419
$37.8K
|
|
Q4 2023 | |||||||
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-79- 68.7% |
$6.17K - $7.13K
|
36
$3.25K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
112New |
$8.75K - $10.1K
|
112
$10.1K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12New |
$938 - $1.08K
|
12
$1.08K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
716+ 2.52% |
$55.9K - $64.6K
|
29.1K
$2.63M
|
|
Q3 2023 | |||||||
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.7KNew |
$888K - $1.02M
|
10.7K
$963K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.69KNew |
$806K - $922K
|
9.69K
$874K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 18.48% |
$1.41K - $1.62K
|
75
$6.77K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-112- 98.25% |
$9.31K - $10.7K
|
2
$180
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$838K - $959K
|
10.1K
$909K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
110New |
$9.15K - $10.5K
|
110
$9.93K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500+ 312.5% |
$42.8K - $46.9K
|
660
$59.6K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-332- 8.48% |
$28.4K - $31.1K
|
3.58K
$323K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.71KNew |
$232K - $254K
|
2.71K
$245K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-156- 4.5% |
$13K - $14.7K
|
3.31K
$299K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-177- 40.97% |
$14.8K - $16.7K
|
255
$23K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02KNew |
$252K - $284K
|
3.02K
$272K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
78New |
$6.51K - $7.35K
|
78
$7.04K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
100+ 33.33% |
$8.35K - $9.42K
|
400
$36.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
396New |
$33.1K - $37.3K
|
396
$35.7K
|
|
Q4 2022 | |||||||
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.38KNew |
$114K - $128K
|
1.38K
$124K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.29% |
$580 - $650
|
2.46K
$222K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.69KNew |
$802K - $900K
|
9.69K
$874K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25+ 1.05% |
$2.07K - $2.32K
|
2.42K
$218K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.17KNew |
$526K - $635K
|
6.17K
$556K
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
30.6KNew |
$2.61M - $3.15M
|
30.6K
$2.76M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
27.3KNew |
$2.33M - $2.81M
|
27.3K
$2.46M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.62KNew |
$649K - $785K
|
7.62K
$688K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
120New |
$9.34K - $12.4K
|
120
$10.8K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
260+ 260.0% |
$20.2K - $26.8K
|
360
$32.5K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$2.33K - $3.09K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-504Closed |
$39.2K - $51.9K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-130Closed |
$11.3K - $13.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60Closed |
$5.23K - $6.41K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.92KClosed |
$604K - $740K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.93KClosed |
$256K - $313K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-352Closed |
$30.7K - $37.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.5KClosed |
$131K - $160K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-171- 27.45% |
$14.9K - $18.3K
|
452
$40.8K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$94.1K - $115K
|
1.08K
$97.4K
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.95KClosed |
$170K - $208K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-97Closed |
$8.46K - $10.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
PUT |
-200- 66.67% |
$17.4K - $21.4K
|
100
$9.02K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-96Closed |
$9.23K - $10.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34Closed |
$3.27K - $3.78K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27KClosed |
$122K - $142K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200New |
$19.2K - $22.2K
|
200
$18K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-21KClosed |
$2.02M - $2.33M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-9.98KClosed |
$959K - $1.11M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57.2KClosed |
$5.96M - $6.59M
|
0
$0
|