Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 145.85% |
$1.04M - $1.22M
|
20.3K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.48K+ 25.22% |
$562K - $655K
|
32.2K
$3.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.54K+ 8.27% |
$220K - $257K
|
33.2K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.11KNew |
$183K - $213K
|
2.11K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.83KNew |
$159K - $185K
|
1.83K
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.74K+ 4.96% |
$151K - $176K
|
36.7K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.33K+ 5.96% |
$115K - $134K
|
23.6K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.26K+ 3.78% |
$109K - $127K
|
34.5K
$3.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
545+ 0.27% |
$47.3K - $55.2K
|
206K
$21.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
500New |
$43.4K - $50.6K
|
500
$53.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
415+ 14.81% |
$36K - $42K
|
3.22K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
325+ 42.54% |
$28.2K - $32.9K
|
1.09K
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
277+ 1.45% |
$24K - $28K
|
19.4K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
200+ 5.88% |
$17.4K - $20.2K
|
3.6K
$384K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
76+ 0.94% |
$6.6K - $7.69K
|
8.14K
$867K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27+ 0.36% |
$2.34K - $2.73K
|
7.49K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 233.33% |
$1.82K - $2.13K
|
30
$3.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
21New |
$1.82K - $2.13K
|
21
$2.24K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$347 - $405
|
2.55K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.15% |
$347 - $405
|
2.75K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$86.8 - $101
|
1.45K
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-21- 0.31% |
$1.82K - $2.13K
|
6.77K
$721K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-45- 0.96% |
$3.91K - $4.55K
|
4.65K
$495K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-67- 0.7% |
$5.81K - $6.78K
|
9.46K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-79- 1.13% |
$6.86K - $8K
|
6.9K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-85- 2.94% |
$7.38K - $8.6K
|
2.81K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-138- 3.35% |
$12K - $14K
|
3.99K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-184- 3.21% |
$16K - $18.6K
|
5.54K
$591K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-366- 25.28% |
$31.8K - $37K
|
1.08K
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-487- 13.89% |
$42.3K - $49.3K
|
3.02K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-509- 0.88% |
$44.2K - $51.5K
|
57.5K
$6.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-924- 15.86% |
$80.2K - $93.5K
|
4.9K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.28K- 6.21% |
$111K - $130K
|
19.4K
$2.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.57K- 29.83% |
$136K - $159K
|
3.69K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 42.82% |
$147K - $171K
|
2.26K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.92K- 20.13% |
$167K - $195K
|
7.63K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.61K- 10.5% |
$227K - $265K
|
22.3K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.9K- 30.47% |
$252K - $294K
|
6.62K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-61.3K- 85.38% |
$5.32M - $6.21M
|
10.5K
$1.12M
|