SS Spdr S&P HC Equip ETF (XHE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Trek Financial, LLC

NEW

Shares153,129

Change+153,129

Value$13.9M

Filed 2026-10-29

Allspring Global Investments Holdings, LLC

NEW

Shares68,359

Change+68,359

Value$6.1M

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares25,179 from 25,579

Change-400 (-2%)

Value$2.3M (+$129.7K)

Filed 2026-11-04

Meitav Investment House LTD

UNCHANGED

Shares20,635 from 20,635

Change0 (0%)

Value$1.9M (+$133.9K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares13,032 from 13,789

Change-757 (-5%)

Value$1.2K (-$1.2M)

Filed 2026-11-02

Riverbridge Partners LLC

NEW

Shares11,926

Change+11,926

Value$1.1M

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares7,136 from 7,207

Change-71 (-1%)

Value$647.4K (+$40.3K)

Filed 2026-11-02

NTV Asset Management LLC

DECREASED

Shares6,110 from 6,710

Change-600 (-9%)

Value$554.3K (-$10.9K)

Filed 2026-10-23

Kestra Advisory Services, LLC

DECREASED

Shares5,850 from 6,580

Change-730 (-11%)

Value$530.7K (-$23.5K)

Filed 2026-11-02

Pension & Wealth Management Advisors, Inc.

DECREASED

Shares4,867 from 4,937

Change-70 (-1%)

Value$441.6K (+$25.8K)

Filed 2026-10-16

Cypress Capital Group

UNCHANGED

Shares4,184 from 4,184

Change0 (0%)

Value$379.6K (+$27.2K)

Filed 2026-11-03

Truist Financial Corp

DECREASED

Shares3,842 from 3,843

Change-1 (0%)

Value$348.5K (+$24.8K)

Filed 2026-10-30

Indivisible Partners

NEW

Shares3,082

Change+3,082

Value$279.6K

Filed 2026-10-26

Means Investment Co., Inc.

DECREASED

Shares2,552 from 2,565

Change-13 (-1%)

Value$231.5K (+$15.4K)

Filed 2026-11-03

Quantum Private Wealth, LLC

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$226.8K (+$16.2K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,180 from 1,180

Change0 (0%)

Value$107.1K (+$7.7K)

Filed 2026-10-30

Livelsberger Financial Advisory

NEW

Shares921

Change+921

Value$83.5K

Filed 2026-10-28

Fifth Third Bancorp

INCREASED

Shares663 from 113

Change+550 (+487%)

Value$60.1K (+$50.6K)

Filed 2026-11-05

Sherman Asset Management, Inc.

DECREASED

Shares560 from 585

Change-25 (-4%)

Value$50.8K (+$1.5K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

DECREASED

Shares214 from 428

Change-214 (-50%)

Value$19.1K (-$17.5K)

Filed 2026-10-16

Y.D. More Investments Ltd

DECREASED

Shares160 from 454

Change-294 (-65%)

Value$14.5K (-$23.5K)

Filed 2026-11-02

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$13.6K (+$975)

Filed 2026-10-27

Spire Wealth Management

NEW

Shares120

Change+120

Value$10.9K

Filed 2026-10-30

CoreCap Advisors, LLC

UNCHANGED

Shares112 from 112

Change0 (0%)

Value$10.2K (+$727)

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares77 from 115

Change-38 (-33%)

Value$7.0K (-$2.7K)

Filed 2026-10-08

Cape Investment Advisory, Inc.

NEW

Shares76

Change+76

Value$6.9K

Filed 2026-10-13

Lanark Financial, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$6.8K (+$487)

Filed 2026-10-26

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.6K (+$260)

Filed 2026-11-03

Larson Financial Group LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$3.2K (+$227)

Filed 2026-11-05

Central Pacific Bank - Trust Division

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$2.4K (+$169)

Filed 2026-10-06

Avior Wealth Management, LLC

CLOSED

Shares0 from 11,762

Change-11,762 (-100%)

Value$0 (-$990.7K)

Filed 2026-10-13

Creative Financial Designs Inc

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$6.7K)

Filed 2026-11-04

Golden State Wealth Management, LLC

CLOSED

Shares0 from 67

Change-67 (-100%)

Value$0 (-$5.6K)

Filed 2026-11-02

JPMorgan Chase & Co

N/A

Shares— from 327,802

Change-327,802 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 224,935

Change-224,935 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 130,220

Change-130,220 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 45,014

Change-45,014 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 40,755

Change-40,755 (-100%)

Value—

UBS Group AG

N/A

Shares— from 40,535

Change-40,535 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 39,396

Change-39,396 (-100%)

Value—

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

N/A

Shares— from 20,635

Change-20,635 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 17,982

Change-17,982 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 17,679

Change-17,679 (-100%)

Value—

Lane Generational LLC

N/A

Shares— from 14,849

Change-14,849 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,965

Change-11,965 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 10,625

Change-10,625 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,095

Change-10,095 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,052

Change-9,052 (-100%)

Value—

Cornerstone Advisory, LLC

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 7,645

Change-7,645 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 7,389

Change-7,389 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,259

Change-6,259 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,707

Change-5,707 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,959

Change-4,959 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 4,855

Change-4,855 (-100%)

Value—

Rasp Wealth Solutions, LLC

N/A

Shares— from 4,084

Change-4,084 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,149

Change-3,149 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,105

Change-3,105 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 2,677

Change-2,677 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,303

Change-2,303 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,685

Change-1,685 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,190

Change-1,190 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 809

Change-809 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 563

Change-563 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 433

Change-433 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 277

Change-277 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 264

Change-264 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 208

Change-208 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 193

Change-193 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 114

Change-114 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

FMR LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 68

Change-68 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 54

Change-54 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 37

Change-37 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 17

Change-17 (-100%)

Value—

	Status
Trek Financial, LLC	NEW	153,129	—	+153,129	—	—	$13.9M	—	2026-10-29
Allspring Global Investments Holdings, LLC	NEW	68,359	—	+68,359	—	—	$6.1M	—	2026-11-04
Citigroup Inc	DECREASED	25,179	25,579	-400	-2%	$2.2M	$2.3M	+$129.7K	2026-11-04
Meitav Investment House LTD	UNCHANGED	20,635	20,635	0	0%	$1.7M	$1.9M	+$133.9K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	13,032	13,789	-757	-5%	$1.2M	$1.2K	-$1.2M	2026-11-02
Riverbridge Partners LLC	NEW	11,926	—	+11,926	—	—	$1.1M	—	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	7,136	7,207	-71	-1%	$607.0K	$647.4K	+$40.3K	2026-11-02
NTV Asset Management LLC	DECREASED	6,110	6,710	-600	-9%	$565.2K	$554.3K	-$10.9K	2026-10-23
Kestra Advisory Services, LLC	DECREASED	5,850	6,580	-730	-11%	$554.2K	$530.7K	-$23.5K	2026-11-02
Pension & Wealth Management Advisors, Inc.	DECREASED	4,867	4,937	-70	-1%	$415.9K	$441.6K	+$25.8K	2026-10-16
Cypress Capital Group	UNCHANGED	4,184	4,184	0	0%	$352.4K	$379.6K	+$27.2K	2026-11-03
Truist Financial Corp	DECREASED	3,842	3,843	-1	0%	$323.7K	$348.5K	+$24.8K	2026-10-30
Indivisible Partners	NEW	3,082	—	+3,082	—	—	$279.6K	—	2026-10-26
Means Investment Co., Inc.	DECREASED	2,552	2,565	-13	-1%	$216.1K	$231.5K	+$15.4K	2026-11-03
Quantum Private Wealth, LLC	UNCHANGED	2,500	2,500	0	0%	$210.6K	$226.8K	+$16.2K	2026-10-20
Capital Investment Advisory Services, LLC	UNCHANGED	1,180	1,180	0	0%	$99.4K	$107.1K	+$7.7K	2026-10-30
Livelsberger Financial Advisory	NEW	921	—	+921	—	—	$83.5K	—	2026-10-28
Fifth Third Bancorp	INCREASED	663	113	+550	+487%	$9.5K	$60.1K	+$50.6K	2026-11-05
Sherman Asset Management, Inc.	DECREASED	560	585	-25	-4%	$49.3K	$50.8K	+$1.5K	2026-11-05
TD Waterhouse Canada Inc.	DECREASED	214	428	-214	-50%	$36.6K	$19.1K	-$17.5K	2026-10-16
Y.D. More Investments Ltd	DECREASED	160	454	-294	-65%	$38.0K	$14.5K	-$23.5K	2026-11-02
Comprehensive Financial Planning, Inc.	UNCHANGED	150	150	0	0%	$12.7K	$13.6K	+$975	2026-10-27
Spire Wealth Management	NEW	120	—	+120	—	—	$10.9K	—	2026-10-30
CoreCap Advisors, LLC	UNCHANGED	112	112	0	0%	$9.4K	$10.2K	+$727	2026-10-08
Farther Finance Advisors, LLC	DECREASED	77	115	-38	-33%	$9.7K	$7.0K	-$2.7K	2026-10-08
Cape Investment Advisory, Inc.	NEW	76	—	+76	—	—	$6.9K	—	2026-10-13
Lanark Financial, Inc.	UNCHANGED	75	75	0	0%	$6.3K	$6.8K	+$487	2026-10-26
Ashton Thomas Private Wealth, LLC	UNCHANGED	40	40	0	0%	$3.4K	$3.6K	+$260	2026-11-03
Larson Financial Group LLC	UNCHANGED	35	35	0	0%	$3.0K	$3.2K	+$227	2026-11-05
Central Pacific Bank - Trust Division	UNCHANGED	26	26	0	0%	$2.2K	$2.4K	+$169	2026-10-06
Avior Wealth Management, LLC	CLOSED	0	11,762	-11,762	-100%	$990.7K	$0	-$990.7K	2026-10-13
Creative Financial Designs Inc	CLOSED	0	80	-80	-100%	$6.7K	$0	-$6.7K	2026-11-04
Golden State Wealth Management, LLC	CLOSED	0	67	-67	-100%	$5.6K	$0	-$5.6K	2026-11-02
JPMorgan Chase & Co	N/A	—	327,802	-327,802	-100%	$28.2M	—	—	—
Morgan Stanley	N/A	—	224,935	-224,935	-100%	$18.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	130,220	-130,220	-100%	$11.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	50,000	-50,000	-100%	$4.2M	—	—	—
Royal Bank of Canada	N/A	—	45,014	-45,014	-100%	$3.8M	—	—	—
Bank of America Corp	N/A	—	40,755	-40,755	-100%	$3.4M	—	—	—
UBS Group AG	N/A	—	40,535	-40,535	-100%	$3.4M	—	—	—
LPL Financial LLC	N/A	—	39,396	-39,396	-100%	$3.3M	—	—	—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	N/A	—	20,635	-20,635	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	17,982	-17,982	-100%	$1.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	17,679	-17,679	-100%	$1.5M	—	—	—
Lane Generational LLC	N/A	—	14,849	-14,849	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	11,965	-11,965	-100%	$1.0M	—	—	—
Pacific SUN Financial Corp	N/A	—	10,625	-10,625	-100%	$894.9K	—	—	—
Raymond James Financial Inc	N/A	—	10,095	-10,095	-100%	$850.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,052	-9,052	-100%	$762.5K	—	—	—
Cornerstone Advisory, LLC	N/A	—	8,000	-8,000	-100%	$673.8K	—	—	—
Harbour Investments, Inc.	N/A	—	7,645	-7,645	-100%	$643.9K	—	—	—
Wealthfront Advisers LLC	N/A	—	7,389	-7,389	-100%	$622.4K	—	—	—
Wells Fargo & Company	N/A	—	6,259	-6,259	-100%	$527.2K	—	—	—
IHT Wealth Management, LLC	N/A	—	5,707	-5,707	-100%	$480.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,959	-4,959	-100%	$417.8K	—	—	—
Waverly Advisors, LLC	N/A	—	4,855	-4,855	-100%	$408.9K	—	—	—
Rasp Wealth Solutions, LLC	N/A	—	4,084	-4,084	-100%	$344.0K	—	—	—
Cetera Investment Advisers	N/A	—	3,149	-3,149	-100%	$265.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,105	-3,105	-100%	$261.5K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	2,677	-2,677	-100%	$225.5K	—	—	—
BFC Planning, Inc.	N/A	—	2,303	-2,303	-100%	$194.0K	—	—	—
Franklin Resources Inc	N/A	—	1,750	-1,750	-100%	$147.4K	—	—	—
Bank of Montreal	N/A	—	1,685	-1,685	-100%	$141.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,190	-1,190	-100%	$100.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	809	-809	-100%	$69.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	563	-563	-100%	$47.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	433	-433	-100%	$36.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	277	-277	-100%	$23.3K	—	—	—
Arax Advisory Partners	N/A	—	264	-264	-100%	$22.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	208	-208	-100%	$17.5K	—	—	—
FWL Investment Management, LLC	N/A	—	200	-200	-100%	$16.8K	—	—	—
Continuum Advisory, LLC	N/A	—	193	-193	-100%	$16.3K	—	—	—
AE Wealth Management LLC	N/A	—	114	-114	-100%	$9.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	110	-110	-100%	$9	—	—	—
FMR LLC	N/A	—	105	-105	-100%	$8.8K	—	—	—
Anchor Investment Management, LLC	N/A	—	100	-100	-100%	$8.4K	—	—	—
IFG Advisory, LLC	N/A	—	97	-97	-100%	$8.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	95	-95	-100%	$8.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	84	-84	-100%	$7.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	68	-68	-100%	$5.7K	—	—	—
Copia Wealth Management	N/A	—	54	-54	-100%	$4.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	37	-37	-100%	$3.1K	—	—	—
ARK Investment Management LLC	N/A	—	21	-21	-100%	$1.8K	—	—	—
Integrity Financial Corp	N/A	—	17	-17	-100%	$1.4K	—	—	—

Showing 84 of 84 institutions