Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.87KNew |
$613K - $737K
|
5.87K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.35KNew |
$559K - $673K
|
5.35K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81KNew |
$502K - $604K
|
4.81K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66K+ 7.51% |
$487K - $586K
|
66.8K
$6.42M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
4.62KNew |
$483K - $580K
|
4.62K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.98KNew |
$415K - $499K
|
3.98K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.9KNew |
$407K - $489K
|
3.9K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.82K+ 86.08% |
$399K - $479K
|
8.25K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.73K+ 137.97% |
$390K - $468K
|
6.43K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.65K+ 62.39% |
$381K - $459K
|
9.5K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.56K+ 6.66% |
$372K - $447K
|
56.9K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51KNew |
$366K - $440K
|
3.51K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.48KNew |
$363K - $437K
|
3.48K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.13K+ 118.73% |
$327K - $394K
|
5.77K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.11KNew |
$325K - $391K
|
3.11K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.03KNew |
$316K - $380K
|
3.03K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.87K+ 2.05% |
$300K - $360K
|
143K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
2.86K+ 75.4% |
$299K - $359K
|
6.65K
$639K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.81KNew |
$293K - $352K
|
2.81K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.8K+ 36.32% |
$293K - $352K
|
10.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.54K+ 14.32% |
$265K - $318K
|
20.2K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 18.39% |
$263K - $316K
|
16.2K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.51KNew |
$262K - $315K
|
2.51K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.5K+ 10.42% |
$261K - $314K
|
26.5K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4K+ 81.16% |
$251K - $302K
|
5.36K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$249K - $300K
|
2.39K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.26KNew |
$236K - $283K
|
2.26K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 26.27% |
$222K - $267K
|
10.2K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.08KNew |
$217K - $261K
|
2.08K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06K+ 62.47% |
$215K - $259K
|
5.36K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2KNew |
$209K - $251K
|
2K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.9K+ 4.45% |
$199K - $239K
|
44.6K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.76K+ 1.87% |
$184K - $222K
|
96K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.52K+ 91.2% |
$159K - $191K
|
3.2K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.46K+ 30.72% |
$152K - $183K
|
6.19K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.4KNew |
$146K - $176K
|
1.4K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15KNew |
$120K - $144K
|
1.15K
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 21.66% |
$117K - $140K
|
6.28K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.1KNew |
$115K - $138K
|
1.1K
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.03K+ 4.48% |
$108K - $130K
|
24.1K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
929+ 34.32% |
$97.1K - $117K
|
3.64K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
890+ 26.61% |
$93K - $112K
|
4.24K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
887+ 15.15% |
$92.7K - $111K
|
6.74K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
868+ 46.12% |
$90.7K - $109K
|
2.75K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
840+ 11.25% |
$87.8K - $106K
|
8.31K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
839New |
$87.7K - $105K
|
839
$80.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 21.72% |
$83.6K - $101K
|
4.48K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
791+ 10.87% |
$82.7K - $99.4K
|
8.07K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
717+ 3.95% |
$74.9K - $90.1K
|
18.9K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
693+ 12.38% |
$72.4K - $87.1K
|
6.29K
$604K
|