Purchases and Sales Made in Q3 2025 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 2025. 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 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.59KNew |
$731K - $799K
|
9.59K
$788K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.37KNew |
$485K - $531K
|
6.37K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.05KNew |
$385K - $421K
|
5.05K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$247K - $270K
|
3.24K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.8K+ 57.92% |
$137K - $150K
|
4.92K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45K+ 4.96% |
$110K - $121K
|
30.7K
$2.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04KNew |
$79.2K - $86.7K
|
1.04K
$85.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 34.09% |
$22.9K - $25K
|
1.18K
$96.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
216New |
$16.5K - $18K
|
216
$17.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
209+ 6.96% |
$15.9K - $17.4K
|
3.21K
$264K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$15.2K - $16.7K
|
200
$16.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
170+ 1.87% |
$13K - $14.2K
|
9.26K
$760K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76New |
$5.79K - $6.33K
|
76
$6.24K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
33+ 132.0% |
$2.51K - $2.75K
|
58
$4.76K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.97% |
$1.91K - $2.08K
|
2.6K
$214K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.07% |
$76.2 - $83.3
|
1.47K
$121K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 15.0% |
$229 - $250
|
17
$1.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 48.0% |
$914 - $1K
|
13
$1.07K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-33- 6.21% |
$2.51K - $2.75K
|
498
$40.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53- 0.71% |
$4.04K - $4.42K
|
7.43K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56- 3.81% |
$4.27K - $4.67K
|
1.41K
$116K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-147- 32.38% |
$11.2K - $12.3K
|
307
$25.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-179- 91.33% |
$13.6K - $14.9K
|
17
$1.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-180- 1.29% |
$13.7K - $15K
|
13.7K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211- 27.98% |
$16.1K - $17.6K
|
543
$44.6K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-345- 1.92% |
$26.3K - $28.8K
|
17.7K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-474- 14.98% |
$36.1K - $39.5K
|
2.69K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-732- 14.88% |
$55.8K - $61K
|
4.19K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-755- 53.74% |
$57.5K - $62.9K
|
650
$53.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-832- 60.86% |
$63.4K - $69.3K
|
535
$44K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-929- 7.18% |
$70.8K - $77.4K
|
12K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-930- 10.47% |
$70.9K - $77.5K
|
7.95K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.4K- 24.63% |
$107K - $117K
|
4.29K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.86K- 13.56% |
$141K - $155K
|
11.8K
$972K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.92K- 16.15% |
$146K - $160K
|
9.95K
$817K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.97K- 45.22% |
$226K - $247K
|
3.59K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.01K- 22.47% |
$229K - $250K
|
10.4K
$852K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.35K- 21.62% |
$408K - $446K
|
19.4K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.36K- 50.06% |
$409K - $447K
|
5.35K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-5.59K- 82.48% |
$426K - $466K
|
1.19K
$97.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.91K- 24.43% |
$451K - $493K
|
18.3K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.71K- 19.36% |
$512K - $560K
|
28K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.1K- 22.64% |
$849K - $928K
|
38.1K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 72.77% |
$867K - $948K
|
4.26K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 49.49% |
$888K - $971K
|
11.9K
$977K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14.1K- 73.39% |
$1.07M - $1.17M
|
5.1K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 73.93% |
$1.1M - $1.21M
|
5.11K
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 24.62% |
$1.33M - $1.45M
|
53.3K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.7K- 32.75% |
$3.87M - $4.23M
|
104K
$8.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99.8K- 97.97% |
$7.61M - $8.32M
|
2.07K
$170K
|
|