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 96 institutions that hold shares in the stock, with a total of 956,463 shares, which have been reported (via 13F filing form) to have a value of $89.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.68%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
11,672
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,285
shares
|
$951,671
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
10,105
shares
|
$935,015
0.04% of portfolio
|
Q3 2024
Reduced 14.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,587
shares
|
$887,085
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$740,240
0.1% of portfolio
|
Q2 2020
Added 33.33%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
7,453
shares
|
$689,626
0.0% of portfolio
|
Q3 2024
Added 56.25%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,442
shares
|
$688,608
0.05% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,400
shares
|
$684,722
0.02% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,985
shares
|
$646,322
0.15% of portfolio
|
Q4 2022
Added 5.39%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,467
shares
|
$598,391
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,438
shares
|
$595,708
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,056
shares
|
$560,361
0.06% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,870
shares
|
$543,151
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,264
shares
|
$487,077
0.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,140
shares
|
$475,604
0.0% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$449,233
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,584
shares
|
$424,157
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
|
$411,203
0.0% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,930
shares
|
$363,642
0.11% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
3,611
shares
|
$334,125
0.05% of portfolio
|
Q4 2024
Reduced 48.17%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
3,535
shares
|
$327,093
0.57% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,996
shares
|
$277,219
0.02% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,928
shares
|
$270,927
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,781
shares
|
$257,325
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|