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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$459 - $558
|
5
$556
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5+ 0.14% |
$459 - $558
|
3.63K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
4+ 0.16% |
$367 - $446
|
2.54K
$282K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.15% |
$367 - $446
|
2.72K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.05% |
$275 - $335
|
6.17K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.07% |
$183 - $223
|
2.92K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$183 - $223
|
3.98K
$443K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.01% |
$91.7 - $112
|
7.97K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$91.7 - $112
|
2.76K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$91.7 - $112
|
236
$26.2K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.15% |
$91.7 - $112
|
657
$73K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.17% |
$91.7 - $112
|
576
$64K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$91.7 - $112
|
1.44K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.5% |
$91.7 - $112
|
201
$22.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1Closed |
$91.7 - $112
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 3.28% |
$367 - $446
|
118
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-12- 0.4% |
$1.1K - $1.34K
|
2.96K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-14- 0.51% |
$1.28K - $1.56K
|
2.72K
$302K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-20- 0.13% |
$1.83K - $2.23K
|
14.9K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 10.64% |
$2.29K - $2.79K
|
210
$23.3K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25- 0.53% |
$2.29K - $2.79K
|
4.72K
$525K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 0.51% |
$4.04K - $4.91K
|
8.62K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 1.03% |
$4.22K - $5.13K
|
4.43K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-50- 0.01% |
$4.59K - $5.58K
|
601K
$66.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-58- 0.42% |
$5.32K - $6.47K
|
13.7K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-80- 0.16% |
$7.34K - $8.93K
|
49.6K
$5.51M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-81- 1.89% |
$7.43K - $9.04K
|
4.21K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-96Closed |
$8.8K - $10.7K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 3.56% |
$9.17K - $11.2K
|
2.71K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-128- 0.28% |
$11.7K - $14.3K
|
45.1K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-161- 1.34% |
$14.8K - $18K
|
11.8K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-175- 5.74% |
$16K - $19.5K
|
2.88K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-187- 11.33% |
$17.1K - $20.9K
|
1.46K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190- 3.48% |
$17.4K - $21.2K
|
5.27K
$586K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 24.24% |
$18.3K - $22.3K
|
625
$69.5K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-203- 0.59% |
$18.6K - $22.7K
|
34.1K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-204- 6.66% |
$18.7K - $22.8K
|
2.86K
$318K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-213- 1.9% |
$19.5K - $23.8K
|
11K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-254- 2.05% |
$23.3K - $28.3K
|
12.2K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-310- 0.51% |
$28.4K - $34.6K
|
60.2K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-322- 1.91% |
$29.5K - $35.9K
|
16.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-358- 11.96% |
$32.8K - $39.9K
|
2.64K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-362- 4.56% |
$33.2K - $40.4K
|
7.57K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-378- 11.14% |
$34.7K - $42.2K
|
3.02K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-390- 55.63% |
$35.8K - $43.5K
|
311
$34.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-416- 3.58% |
$38.2K - $46.4K
|
11.2K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-421- 2.04% |
$38.6K - $47K
|
20.2K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-437- 14.1% |
$40.1K - $48.8K
|
2.66K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-444- 1.03% |
$40.7K - $49.5K
|
42.7K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-458- 10.45% |
$42K - $51.1K
|
3.93K
$436K
|