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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
76
shares
|
$6,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
75
shares
|
$6,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
58
shares
|
$4,764
0.0% of portfolio
|
Q3 2025
Added 132.0%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
54
shares
|
$4,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
38
shares
|
$3,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26
shares
|
$2,135
0.0% of portfolio
|
Q1 2020
Added 188.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
26
shares
|
$2,135
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
17
shares
|
$1,396
0.0% of portfolio
|
Q3 2025
Reduced 91.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
17
shares
|
$1,396
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,396
0.0% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13
shares
|
$1,067
0.0% of portfolio
|
Q3 2025
Reduced 48.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
13
shares
|
$1,067
0.0% of portfolio
|
Q2 2025
Reduced 88.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8
shares
|
$657
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|