Purchases and Sales Made in Q1 2023 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 2023. 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 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
15New |
$917 - $1.08K
|
15
$1.59K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 2.8% |
$795 - $940
|
478
$50.7K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10+ 0.28% |
$611 - $723
|
3.6K
$382K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.17% |
$611 - $723
|
5.96K
$632K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.74% |
$489 - $578
|
469
$49.8K
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.16% |
$367 - $434
|
3.79K
$402K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$245 - $289
|
4
$424
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$183 - $217
|
3.97K
$421K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.26% |
$122 - $145
|
784
$83.2K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$122 - $145
|
1.9K
$202K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$122 - $145
|
1.07K
$114K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$61.1 - $72.3
|
322
$34.2K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$61.1 - $72.3
|
4.14K
$439K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.47% |
$61.1 - $72.3
|
212
$22.5K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2- 0.04% |
$122 - $145
|
5.59K
$594K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 33.33% |
$122 - $145
|
4
$424
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$306 - $361
|
0
$0
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8Closed |
$489 - $578
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14- 0.16% |
$856 - $1.01K
|
8.66K
$919K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 1.5% |
$1.1K - $1.3K
|
1.18K
$126K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27- 1.01% |
$1.65K - $1.95K
|
2.65K
$281K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 25.0% |
$3.06K - $3.61K
|
150
$15.9K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-80- 1.24% |
$4.89K - $5.78K
|
6.35K
$674K
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-100- 0.71% |
$6.11K - $7.23K
|
13.9K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 19.78% |
$6.54K - $7.73K
|
434
$46K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-108- 55.67% |
$6.6K - $7.81K
|
86
$9.12K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118- 0.67% |
$7.21K - $8.53K
|
17.6K
$1.87M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-125- 3.42% |
$7.64K - $9.03K
|
3.53K
$375K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-175- 4.19% |
$10.7K - $12.6K
|
4K
$424K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 2.21% |
$12.7K - $15K
|
9.15K
$971K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-252- 6.58% |
$15.4K - $18.2K
|
3.58K
$379K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-296- 3.44% |
$18.1K - $21.4K
|
8.31K
$882K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-300Closed |
$18.3K - $21.7K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-301- 5.0% |
$18.4K - $21.8K
|
5.72K
$607K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-335- 5.28% |
$20.5K - $24.2K
|
6.01K
$637K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-385- 3.11% |
$23.5K - $27.8K
|
12K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-396- 6.62% |
$24.2K - $28.6K
|
5.59K
$593K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-410- 20.39% |
$25.1K - $29.6K
|
1.6K
$170K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-415- 8.53% |
$25.4K - $30K
|
4.45K
$472K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-671- 8.84% |
$41K - $48.5K
|
6.92K
$734K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-832- 3.8% |
$50.9K - $60.1K
|
21.1K
$2.24M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.06K- 51.91% |
$64.8K - $76.6K
|
982
$104K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.1K- 78.86% |
$67.5K - $79.8K
|
296
$31.4K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.16K- 10.84% |
$70.6K - $83.5K
|
9.5K
$1.01M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 13.39% |
$71.2K - $84.2K
|
7.54K
$800K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.32K- 40.6% |
$80.6K - $95.3K
|
1.93K
$205K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.88K- 24.92% |
$115K - $136K
|
5.66K
$600K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.32K- 28.87% |
$142K - $167K
|
5.71K
$606K
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.34K- 21.79% |
$143K - $169K
|
8.39K
$891K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.41K- 20.62% |
$148K - $174K
|
9.29K
$986K
|