Purchases and Sales Made in Q1 2024 in Spdr Series Tr Spdr S&P Homebu (XHB)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Homebu (XHB) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P HOMEBU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.54KNew |
$692K - $842K
|
7.54K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.5KNew |
$688K - $837K
|
7.5K
$813K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
7.42K+ 228.44% |
$681K - $828K
|
10.7K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.07K+ 49.81% |
$648K - $789K
|
21.3K
$2.3M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.61K+ 101.33% |
$606K - $737K
|
13.1K
$1.42M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.17KNew |
$474K - $576K
|
5.17K
$560K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.07KNew |
$465K - $566K
|
5.07K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.05K+ 20.44% |
$464K - $564K
|
29.8K
$3.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
4.89K+ 3.28% |
$449K - $546K
|
154K
$16.7M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.87KNew |
$447K - $543K
|
4.87K
$528K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.72K+ 208.81% |
$432K - $526K
|
6.97K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$409K - $498K
|
4.46K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.36K+ 94.29% |
$400K - $486K
|
8.98K
$973K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.22KNew |
$387K - $471K
|
4.22K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.14K+ 8.47% |
$380K - $462K
|
53.1K
$5.75M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.11KNew |
$377K - $459K
|
4.11K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.92KNew |
$360K - $438K
|
3.92K
$425K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
3.8K+ 7169.81% |
$348K - $424K
|
3.85K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.69KNew |
$339K - $412K
|
3.69K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.6KNew |
$330K - $402K
|
3.6K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.51KNew |
$321K - $391K
|
3.51K
$380K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.42KNew |
$313K - $381K
|
3.42K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.17K+ 33.78% |
$291K - $354K
|
12.6K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.11KNew |
$285K - $346K
|
3.11K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.99KNew |
$274K - $333K
|
2.99K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.89K+ 14.21% |
$265K - $322K
|
23.2K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.83K+ 565.4% |
$259K - $315K
|
3.33K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82KNew |
$259K - $315K
|
2.82K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.67K+ 3.92% |
$245K - $298K
|
70.9K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.66K+ 3.93% |
$244K - $297K
|
70.4K
$7.63M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.63KNew |
$241K - $293K
|
2.63K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.61K+ 84.86% |
$239K - $291K
|
5.68K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.59K+ 6.3% |
$237K - $289K
|
43.6K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.52K+ 120.46% |
$231K - $281K
|
4.61K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.5KNew |
$229K - $279K
|
2.5K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$229K - $279K
|
2.5K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.48KNew |
$227K - $276K
|
2.48K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.41KNew |
$221K - $268K
|
2.41K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.41K+ 8.78% |
$221K - $268K
|
29.8K
$3.23M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.35KNew |
$216K - $263K
|
2.35K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.31KNew |
$212K - $257K
|
2.31K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.29KNew |
$210K - $255K
|
2.29K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.19K+ 24.64% |
$201K - $245K
|
11.1K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.19KNew |
$201K - $244K
|
2.19K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.11K+ 49.18% |
$193K - $235K
|
6.39K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.07KNew |
$189K - $231K
|
2.07K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.07KNew |
$189K - $231K
|
2.07K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.06KNew |
$189K - $230K
|
2.06K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.95KNew |
$179K - $218K
|
1.95K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.9KNew |
$174K - $212K
|
1.9K
$206K
|