Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
148+ 3.59% |
$14.8K - $16.3K
|
4.27K
$475K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
144+ 13.69% |
$14.4K - $15.9K
|
1.2K
$133K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$14.4K - $15.9K
|
144
$16K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
143+ 0.67% |
$14.3K - $15.8K
|
21.4K
$2.38M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 1.54% |
$13.3K - $14.6K
|
8.75K
$973K
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
115+ 0.89% |
$11.5K - $12.7K
|
13K
$1.45M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
113+ 1.45% |
$11.3K - $12.4K
|
7.89K
$877K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
106+ 0.33% |
$10.6K - $11.7K
|
32.5K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
96+ 0.18% |
$9.62K - $10.6K
|
52.8K
$5.87M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
95New |
$9.52K - $10.5K
|
95
$10.6K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
81+ 3.27% |
$8.11K - $8.92K
|
2.56K
$284K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
63+ 1.61% |
$6.31K - $6.94K
|
3.98K
$443K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 2.29% |
$5.51K - $6.06K
|
2.45K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54+ 1.91% |
$5.41K - $5.95K
|
2.88K
$320K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 0.19% |
$5.31K - $5.84K
|
28K
$3.11M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
48New |
$4.81K - $5.29K
|
48
$5.34K
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 1.25% |
$3.41K - $3.74K
|
2.76K
$306K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
14New |
$1.4K - $1.54K
|
14
$1.56K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$1.2K - $1.32K
|
12
$1.33K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 12.5% |
$801 - $881
|
72
$8K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 87.5% |
$701 - $771
|
15
$1.67K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.12% |
$701 - $771
|
5.89K
$655K
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$601 - $661
|
3.63K
$404K
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5+ 0.08% |
$501 - $551
|
5.99K
$666K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$501 - $551
|
5.05K
$562K
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
4+ 0.16% |
$401 - $441
|
2.54K
$282K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.06% |
$401 - $441
|
6.17K
$686K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$300 - $330
|
2.44K
$271K
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$300 - $330
|
3.7K
$412K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2+ 0.08% |
$200 - $220
|
2.67K
$296K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$200 - $220
|
1.47K
$163K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.07% |
$200 - $220
|
2.92K
$325K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$200 - $220
|
3.98K
$443K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.17% |
$200 - $220
|
1.2K
$133K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.17% |
$100 - $110
|
577
$64.1K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$100 - $110
|
1.45K
$161K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.15% |
$100 - $110
|
658
$73.1K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$100 - $110
|
2.77K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.05% |
$100 - $110
|
2.19K
$244K
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-10- 0.21% |
$1K - $1.1K
|
4.86K
$540K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.27% |
$1K - $1.1K
|
3.72K
$413K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-15- 0.2% |
$1.5K - $1.65K
|
7.49K
$833K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25- 0.34% |
$2.5K - $2.75K
|
7.38K
$820K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 10.07% |
$2.8K - $3.08K
|
250
$27.8K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-29- 0.75% |
$2.9K - $3.19K
|
3.82K
$425K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.2% |
$3.51K - $3.85K
|
17.7K
$1.97M
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-36- 1.74% |
$3.61K - $3.97K
|
2.03K
$226K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 0.64% |
$5.01K - $5.51K
|
7.8K
$868K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-77- 0.34% |
$7.71K - $8.48K
|
22.6K
$2.52M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-81- 1.54% |
$8.11K - $8.92K
|
5.19K
$577K
|