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Get Institutions for : 
Spdr S&P Health Care Equipment Etf (XHE)  
$85.84 0.22 (0.26%) as of 4:30 Fri 5/31


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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 : 
 $77.11  
Last Quarter's Ending Price : 
 $84.26  
Last Quarter's Average Price : 
 $74.68  
Change from last quarter's     
avg. price to the last closing  : 
11.16 (14.94%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2565 - 2024-03-31 253,027 $22,251,000 -125,164
   UBS Group AG 2185 - 2024-03-31 56,592 $4,977,000 -14,588
   Royal Fund Management LLC 100 - 2024-03-31 33,608 $2,957,000 -2,314
   J P MORGAN CHASE & CO 2762 - 2024-03-31 32,511 $2,859,000 -32,272
   Millington Financial Advisors LLC 15 - 2024-03-31 31,253 $2,748,000 -444
   BANK OF AMERICA CORP /DE/ 3592 - 2024-03-31 23,805 $2,093,000 -32,382
   FINANCIAL NETWORK 1019 - 2024-03-31 22,898 $2,014,000 -5,816
   HIGHTOWER ADVISORS, LLC 1435 - 2024-03-31 21,803 $1,917,000 -1,933
   NTV ASSET MANAGEMENT LLC 77 - 2024-03-31 21,010 $1,848,000 -300
   CITIGROUP INC 1853 - 2024-03-31 20,239 $1,780,000 -13,199
   COMMONWEALTH EQUITY SERVICES LLC. 1990 - 2024-03-31 15,960 $1,404,000 -809
   PACIFIC SUN FINANCIAL CORP 41 - 2024-03-31 14,462 $1,272,000 -906
   MEANS INVESTMENT CO. INC. 78 - 2024-03-31 14,424 $1,268,000 -1,457
   RAYMOND JAMES & ASSOCIATES 2441 - 2024-03-31 14,164 $1,246,000 -578
   ENVESTNET ASSET MANAGEMENT INC 2863 - 2024-03-31 14,132 $1,243,000 -634
   Northeast Financial Consultants Inc 135 - 2024-03-31 14,025 $1,233,000 -567
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1706 - 2024-03-31 11,662 $1,026,000 -1,035
   BANK HAPOALIM BM 85 - 2024-03-31 10,317 $907,000 -561
   Advisor Group Holdings Inc. 2458 - 2024-03-31 9,959 $876,000 -380
   Foundations Investment Advisors LLC 344 - 2024-03-31 9,723 $855,000 -11,010
   VCI Wealth Management LLC 73 - 2024-03-31 6,474 $569,000 -936
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2437 - 2024-03-31 6,127 $539,000 -1,096
   ROYAL BANK OF CANADA 3436 - 2024-03-31 5,886 $518,000 -326
   Main Street Financial Solutions LLC 347 - 2024-03-31 4,736 $416,000 -6
   Blackston Financial Advisory Group LLC 64 - 2024-03-31 4,221 $371,000 -257
   MGB Wealth Management LLC 139 - 2024-03-31 4,154 $365,000 -65
   CITADEL ADVISORS LLC 4102 - 2024-03-31 3,818 $336,000 -9,145
   Wealthfront Advisers LLC 786 - 2024-03-31 3,733 $328,000 -808
   AMERIPRISE FINANCIAL INC 3494 - 2024-03-31 3,505 $308,000 -452
   New Insight Wealth Advisors 64 - 2024-03-31 3,192 $281,000 -116
   MERCER GLOBAL ADVISORS INC /ADV 1608 - 2024-03-31 3,134 $275,000 -15
   MML INVESTORS SERVICES LLC 2184 - 2024-03-31 3,003 $264,000 -1,067
   WSFS CAPITAL MANAGEMENT LLC 364 - 2024-03-31 2,782 $245,000 -628
   MARSHALL WACE LLP 1899 - 2024-03-31 2,655 $233,000 -3,909
   TWO SIGMA SECURITIES LLC 837 - 2024-03-31 2,456 $216,000 -153
   AXS Investments LLC 242 - 2024-03-31 2,375 $209,000 -265
   Newbridge Financial Services Group Inc. 258 - 2024-03-31 1,426 $125,000 -1,115
   Integrity Financial Corp /WA 160 - 2024-03-31 349 $31,000 -39
   Prestige Wealth Management Group LLC 309 - 2024-03-31 320 $28,000 -11
   Qube Research & Technologies Ltd 3286 - 2024-03-31 116 $10,000 -64
   COMERICA BANK 3160 - 2024-03-31 105 $9,000 -55
   CWM LLC 3499 - 2024-03-31 75 $7,000 -19
  42 Records found
  1    
  Page 1 of 1
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