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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-52Closed |
$5.42K - $5.99K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.51KClosed |
$264K - $290K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-955Closed |
$92.4K - $105K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-264Closed |
$25.5K - $29.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-112Closed |
$10.8K - $12.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.2KClosed |
$1.67M - $1.9M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-318Closed |
$21.1K - $25.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355Closed |
$23.6K - $28.2K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-200Closed |
$13.3K - $15.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-344Closed |
$17.8K - $25.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150New |
$7.77K - $11.1K
|
150
$13.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.12KClosed |
$421K - $599K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.07KClosed |
$291K - $479K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-513Closed |
$24.6K - $40.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 11, 2020
Q4 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-32Closed |
$1.93K - $2.37K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ballast Advisors LLC
|
BUY
|
- |
64New |
$3.86K - $4.74K
|
64
$5.77K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-6.08KClosed |
$375K - $403K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.79KClosed |
$234K - $252K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
SELL
|
- |
-2.66KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.07KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Sandy Spring Bank
|
SELL
|
- |
-385- 28.95% |
N/A
|
945
$85.3K
|
|
|
Apr 05, 2019
Q1 2019
|
Montecito Bank & Trust
|
SELL
|
- |
-5.19KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-275- 24.51% |
N/A
|
847
$76.4K
|
|
|
Nov 13, 2018
Q3 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-383Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-525- 97.95% |
N/A
|
11
$993
|
|
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-150KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-96Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$180
|
|
|
Oct 24, 2017
Q3 2017
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-383Closed |
N/A
|
0
$0
|
|
| Q2 2017 | |||||||
|
Sep 13, 2021
Q2 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Nov 21, 2019
Q4 2016
|
Xponance, Inc.
|
SELL
|
- |
-24.1K- 79.69% |
N/A
|
6.15K
$555K
|
|