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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,737
shares
|
$253,254
0.0% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,711
shares
|
$250,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,579
shares
|
$238,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,549
shares
|
$235,858
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
2,500
shares
|
$231,325
0.07% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,475
shares
|
$229,011
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,421
shares
|
$224,015
0.06% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,291
shares
|
$211,986
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,750
shares
|
$161,927
0.0% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,741
shares
|
$161,094
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,616
shares
|
$149,528
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,305
shares
|
$120,751
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,292
shares
|
$119,548
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,164
shares
|
$107,704
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
805
shares
|
$74,486
0.02% of portfolio
|
Q2 2022
Reduced 42.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
780
shares
|
$72,173
0.01% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
749
shares
|
$69,304
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
430
shares
|
$39,787
0.02% of portfolio
|
Q2 2024
Added 36.94%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
403
shares
|
$37,289
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
378
shares
|
$34,976
0.0% of portfolio
|
Q2 2023
Added 15.6%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
329
shares
|
$30,442
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
307
shares
|
$28,406
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
300
shares
|
$27,759
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
246
shares
|
$22,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
220
shares
|
$20,356
0.0% of portfolio
|
Q2 2024
Added 388.89%
|