Institutional Ownership 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). We have compiled data on the 377 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
545
shares
|
$60,587
0.02% of portfolio
|
Q2 2023
Reduced 4.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$55,585
0.0% of portfolio
|
Q2 2024
Reduced 84.97%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
495
shares
|
$55,029
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
438
shares
|
$48,692
0.0% of portfolio
|
Q3 2024
Reduced 63.41%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
433
shares
|
$48,136
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
296
shares
|
$32,906
0.03% of portfolio
|
Q1 2023
Reduced 78.86%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
250
shares
|
$27,792
0.0% of portfolio
|
Q2 2024
Reduced 10.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
237
shares
|
$26,347
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
229
shares
|
$25,457
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
227
shares
|
$25,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
201
shares
|
$22,345
0.01% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
200
shares
|
$22,234
0.0% of portfolio
|
Q4 2023
Reduced 51.1%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
190
shares
|
$21,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
185
shares
|
$20,566
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
171
shares
|
$19,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
166
shares
|
$18,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
160
shares
|
$17,787
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
160
shares
|
$17,787
0.01% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
150
shares
|
$16,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
144
shares
|
$16,008
0.01% of portfolio
|
Q4 2023
Added 8.27%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
144
shares
|
$16,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
126
shares
|
$14,007
0.0% of portfolio
|
Q1 2024
Added 32.63%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
125
shares
|
$13,896
0.01% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
119
shares
|
$13,229
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
100
shares
|
$11,117
0.0% of portfolio
|
Q4 2023
New holding
|