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 98 institutions that hold shares in the stock, with a total of 934,587 shares, which have been reported (via 13F filing form) to have a value of $88.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
200
shares
|
$18,964
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
196
shares
|
$18,584
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
193
shares
|
$18,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
160
shares
|
$15,171
0.0% of portfolio
|
Q4 2023
Reduced 8.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
150
shares
|
$14,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
113
shares
|
$10,714
0.0% of portfolio
|
Q1 2024
Added 213.89%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
110
shares
|
$10,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
104
shares
|
$9,861
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
95
shares
|
$9,007
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
84
shares
|
$7,964
0.0% of portfolio
|
Q2 2023
Reduced 21.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
80
shares
|
$7,585
0.0% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$2,465
0.0% of portfolio
|
Q1 2020
Added 188.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
26
shares
|
$2,465
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
25
shares
|
$2,370
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25
shares
|
$2,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
24
shares
|
$2,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$1,896
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
17
shares
|
$1,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8
shares
|
$758
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|