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 89 institutions that hold shares in the stock, with a total of 607,516 shares, which have been reported (via 13F filing form) to have a value of $49.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,467
shares
|
$531,264
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,371
shares
|
$523,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,350
shares
|
$439,502
0.04% of portfolio
|
Q3 2025
Reduced 50.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,107
shares
|
$419,540
0.0% of portfolio
|
Q2 2025
Added 390.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,099
shares
|
$418,882
0.01% of portfolio
|
Q3 2025
Reduced 73.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,049
shares
|
$414,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,916
shares
|
$403,849
0.0% of portfolio
|
Q3 2025
Added 57.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,855
shares
|
$398,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$398,838
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,584
shares
|
$376,575
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,444
shares
|
$365,074
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,285
shares
|
$352,012
0.0% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,255
shares
|
$349,548
0.0% of portfolio
|
Q3 2025
Reduced 72.77%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
4,189
shares
|
$344,126
0.03% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,592
shares
|
$295,082
0.0% of portfolio
|
Q3 2025
Reduced 45.22%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
3,535
shares
|
$290,400
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,240
shares
|
$266,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,214
shares
|
$264,030
0.04% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,690
shares
|
$220,983
0.06% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,604
shares
|
$213,918
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,065
shares
|
$169,639
0.0% of portfolio
|
Q3 2025
Reduced 97.97%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$143,762
0.0% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,467
shares
|
$120,514
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,412
shares
|
$115,995
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,292
shares
|
$106,137
0.02% of portfolio
|
Q4 2018
New holding
|
|