Latest Institutional Transactions on Spdr S&P Health Care Services (XHS)
This table provides information on the latest institutional transactions involving Spdr S&P Health Care Services (XHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
85+ 3.84% |
$7.62K - $8.37K
|
2.3K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$7.62K - $8.37K
|
85
$8.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
66New |
$5.91K - $6.5K
|
66
$6.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-130- 5.96% |
$11.6K - $12.8K
|
2.05K
$208K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
879+ 726.45% |
$77.7K - $87.9K
|
1K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.91K- 56.54% |
$257K - $291K
|
2.24K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45KNew |
$217K - $245K
|
2.45K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
53New |
$4.69K - $5.3K
|
53
$5.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
455New |
$40.2K - $45.5K
|
455
$46.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-27K- 72.97% |
$2.39M - $2.7M
|
10K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 6.54% |
$619 - $700
|
100
$10.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$17.7K - $20K
|
200
$20.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.2KNew |
$283K - $320K
|
3.2K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87K+ 11.79% |
$165K - $187K
|
17.7K
$1.79M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$328K - $357K
|
3.8K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
325New |
$28K - $30.5K
|
325
$33K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
306+ 12.41% |
$26.4K - $28.7K
|
2.77K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51New |
$4.39K - $4.78K
|
51
$5.17K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
384New |
$33.1K - $36K
|
384
$38.9K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19- 27.54% |
$1.64K - $1.8K
|
50
$5.07K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2KNew |
$1.05M - $1.16M
|
12.2K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32New |
$2.77K - $3.03K
|
32
$3.24K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-79- 68.7% |
$6.17K - $7.13K
|
36
$3.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12New |
$938 - $1.08K
|
12
$1.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
716+ 2.52% |
$55.9K - $64.6K
|
29.1K
$2.95M
|
|
| Q3 2023 | |||||||
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.7KNew |
$888K - $1.02M
|
10.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.69KNew |
$806K - $922K
|
9.69K
$982K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17- 18.48% |
$1.41K - $1.62K
|
75
$7.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-112- 98.25% |
$9.31K - $10.7K
|
2
$203
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$838K - $959K
|
10.1K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
110New |
$9.15K - $10.5K
|
110
$11.2K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-332- 8.48% |
$28.4K - $31.1K
|
3.58K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.71KNew |
$232K - $254K
|
2.71K
$275K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-177- 40.97% |
$14.8K - $16.7K
|
255
$25.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-156- 4.5% |
$13K - $14.7K
|
3.31K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02KNew |
$252K - $284K
|
3.02K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
78New |
$6.51K - $7.35K
|
78
$7.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
100+ 33.33% |
$8.35K - $9.42K
|
400
$40.6K
|
|
| Q4 2022 | |||||||
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.38KNew |
$114K - $128K
|
1.38K
$139K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.69KNew |
$802K - $900K
|
9.69K
$982K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.29% |
$580 - $650
|
2.46K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25+ 1.05% |
$2.07K - $2.32K
|
2.42K
$245K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.17KNew |
$526K - $635K
|
6.17K
$625K
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
30.6KNew |
$2.61M - $3.15M
|
30.6K
$3.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
27.3KNew |
$2.33M - $2.81M
|
27.3K
$2.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.62KNew |
$649K - $785K
|
7.62K
$773K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
260+ 260.0% |
$20.2K - $26.8K
|
360
$36.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$2.33K - $3.09K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-504Closed |
$39.2K - $51.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-130Closed |
$11.3K - $13.9K
|
0
$0
|
|