Purchases and Sales Made in Q2 2023 in 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) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P HEALTH CARE EQ.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-71- 12.96% |
$6.58K - $7.05K
|
477
$43.3K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 1.65% |
$8.34K - $8.93K
|
5.35K
$486K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-91- 3.9% |
$8.43K - $9.03K
|
2.24K
$204K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-115- 3.33% |
$10.7K - $11.4K
|
3.34K
$303K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-165- 63.71% |
$15.3K - $16.4K
|
94
$8.53K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-200- 3.76% |
$18.5K - $19.9K
|
5.13K
$465K
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-210- 7.66% |
$19.5K - $20.8K
|
2.53K
$230K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-270- 1.09% |
$25K - $26.8K
|
24.5K
$2.23M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-277- 8.67% |
$25.7K - $27.5K
|
2.92K
$265K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-295- 1.66% |
$27.3K - $29.3K
|
17.5K
$1.59M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-299- 5.73% |
$27.7K - $29.7K
|
4.92K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-348- 7.89% |
$32.2K - $34.5K
|
4.06K
$369K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-387- 3.04% |
$35.9K - $38.4K
|
12.3K
$1.12M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-500- 12.5% |
$46.3K - $49.6K
|
3.5K
$318K
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-533- 19.12% |
$49.4K - $52.9K
|
2.25K
$205K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-635- 1.54% |
$58.8K - $63K
|
40.5K
$3.68M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-638- 4.45% |
$59.1K - $63.3K
|
13.7K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-933- 4.3% |
$86.5K - $92.6K
|
20.7K
$1.88M
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.03K- 7.8% |
$95.1K - $102K
|
12.1K
$1.1M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.15K- 58.11% |
$107K - $114K
|
831
$75.4K
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.3K- 3.81% |
$121K - $129K
|
32.9K
$2.99M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.74K- 50.0% |
$161K - $173K
|
1.74K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.8K- 25.37% |
$167K - $179K
|
5.3K
$481K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.05K- 3.55% |
$282K - $302K
|
82.6K
$7.5M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.51K- 7.85% |
$326K - $349K
|
41.2K
$3.74M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.83K- 66.06% |
$355K - $380K
|
1.97K
$179K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.82K- 59.0% |
$632K - $677K
|
4.74K
$430K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.96K- 20.83% |
$645K - $691K
|
26.4K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.61K- 19.67% |
$797K - $854K
|
35.2K
$3.19M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 91.73% |
$1.1M - $1.18M
|
1.08K
$97.6K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-116K- 68.21% |
$10.8M - $11.5M
|
54.1K
$4.91M
|