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Get Institutions for : 
Spdr S&P Health Care Equipment Etf (XHE)  
$85.53 0.63 (0.73%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    16
Total shares held : 
 1,845,618  
% of shares held : 
 30.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -773,418  
% of shares held change : 
   -12.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $83.46  
Last Quarter's Ending Price : 
 $87.94  
Last Quarter's Average Price : 
 $84.87  
Change from last quarter's     
avg. price to the last closing  : 
0.66 (0.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 53,280
 2.89%
 
Increased Positions :
22
 100,574
 5.45%
 
Unchanged Positions :
26
 62,691
 3.4%
 
Decreased Positions :
39
-750,040
-40.64%
 
Closed Positions :
22
-177,232
-9.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cetera Investment Advisers 1454 *New 2024-03-31 25,287 $2,224,000 25,287
   Belpointe Asset Management LLC 143 *New 2024-03-31 19,699 $1,732,000 19,699
   GTS SECURITIES LLC 429 *New 2024-03-31 16,608 $1,461,000 16,608
   TELEMUS CAPITAL LLC 226 *New 2023-12-31 6,467 $545,000 6,467
   Kovitz Investment Group Partners LLC 496 *New 2024-03-31 5,805 $510,000 5,805
   Fortis Group Advisors LLC 146 *New 2024-03-31 4,643 $408,000 4,643
   FIRST HEARTLAND CONSULTANTS INC 317 *New 2024-03-31 3,795 $334,000 3,795
   Vivaldi Capital Management LLC 195 *New 2024-03-31 2,771 $236,000 2,771
   WASHINGTON TRUST CO 488 *New 2024-03-31 403 $35,000 403
   Continuum Advisory LLC 815 *New 2024-03-31 193 $16,000 193
   Sound Income Strategies LLC 754 *New 2024-03-31 110 $10,000 110
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 800 *New 2024-03-31 50 $4,000 50
   Ahrens Investment Partners LLC 965 *New 2023-03-31 8 $1,000 8
   GRADIENT INVESTMENTS LLC 1898 *New 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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