Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-509- 10.34% |
$39.3K - $50.4K
|
4.42K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-518- 10.58% |
$40K - $51.3K
|
4.38K
$330K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 11.21% |
$46.4K - $59.4K
|
4.75K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-715- 5.58% |
$55.2K - $70.8K
|
12.1K
$913K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-821- 5.99% |
$63.4K - $81.3K
|
12.9K
$973K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-877- 81.43% |
$67.7K - $86.9K
|
200
$15.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-881- 3.91% |
$68.1K - $87.3K
|
21.6K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 4.46% |
$79.3K - $102K
|
22K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 34.81% |
$127K - $163K
|
3.09K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.66K- 31.27% |
$128K - $164K
|
3.64K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.77K- 36.35% |
$137K - $175K
|
3.1K
$234K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.86K- 4.52% |
$144K - $185K
|
39.4K
$2.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.31K- 11.13% |
$178K - $229K
|
18.4K
$1.39M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.5KClosed |
$193K - $248K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.55K- 3.09% |
$197K - $253K
|
80.1K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.21K- 98.62% |
$248K - $318K
|
45
$3.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.24K- 20.08% |
$250K - $321K
|
12.9K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 41.22% |
$842K - $1.08M
|
15.5K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.4K- 81.8% |
$955K - $1.22M
|
2.75K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.8K- 15.34% |
$1.61M - $2.06M
|
115K
$8.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-22.2K- 76.41% |
$1.71M - $2.19M
|
6.84K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 55.5% |
$1.97M - $2.52M
|
20.4K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.4K- 59.84% |
$3.89M - $4.99M
|
33.8K
$2.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.5K- 15.8% |
$6.68M - $8.57M
|
461K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-820K- 45.2% |
$63.3M - $81.2M
|
994K
$74.9M
|