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Get Institutions for : 
Spdr S&P Health Care Equipment Etf (XHE)  
$87.45 0.26 (0.3%) as of 4:30 Fri 5/17


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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  : 
12.77 (17.1%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 49 - 2024-03-31 20,635 $1,815,000 0
   Cornerstone Advisory LLP 113 - 2024-03-31 8,000 $704,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 109 - 2023-12-31 5,750 $484,000 0
   9258 Wealth Management LLC 214 - 2024-03-31 4,880 $429,000 0
   LGT Financial Advisors LLC 41 - 2024-03-31 4,727 $416,000 0
   Quantum Private Wealth LLC 127 - 2024-03-31 4,416 $388,000 0
   Solutions 4 Wealth Ltd 28 - 2024-03-31 3,535 $311,000 0
   FRANKLIN RESOURCES INC 2343 - 2023-12-31 1,750 $147,000 0
   Sunbelt Securities Inc. 666 - 2024-03-31 1,305 $115,000 0
   Jackson Hole Capital Partners LLC 205 - 2024-03-31 1,292 $114,000 0
   Riggs Asset Managment Co. Inc. 121 - 2024-03-31 805 $71,000 0
   Capital Investment Advisory Services LLC 615 - 2024-03-31 780 $69,000 0
   Salomon & Ludwin LLC 336 - 2024-03-31 635 $56,000 0
   PNC FINANCIAL SERVICES GROUP INC 3178 - 2024-03-31 378 $33,000 0
   SANDY SPRING BANK 697 - 2024-03-31 300 $26,000 0
   Y.D. More Investments Ltd 288 - 2023-12-31 307 $26,000 0
   Aptus Capital Advisors LLC 720 - 2023-12-31 300 $25,000 0
   Spire Wealth Management 1495 - 2024-03-31 250 $22,000 0
   Global Retirement Partners LLC 1808 - 2024-03-31 221 $19,000 0
   US BANCORP 3167 - 2024-03-31 160 $14,000 0
   Center for Financial Planning Inc. 364 - 2024-03-31 160 $14,000 0
   PROEQUITIES INC. 1671 - 2024-03-31 120 $11,000 0
   AdvisorNet Financial Inc 1302 - 2024-03-31 100 $9,000 0
   Steward Partners Investment Advisory LLC 2806 - 2023-12-31 84 $7,000 0
   NBC SECURITIES INC. 1788 - 2024-03-31 75 $6,000 0
   Cassady Schiller Wealth Management LLC 358 - 2023-12-31 56 $5,000 0
   Goss Wealth Management LLC 3142 - 2023-12-31 45 $4,000 0
   GRADIENT INVESTMENTS LLC 1898 *New 2024-03-31 0 $0 0

  28 Records found
  1    
  Page 1 of 1
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