Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.72K+ 32.12% |
$191K - $215K
|
11.2K
$1.21M
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
2.28K+ 3.4% |
$160K - $180K
|
69.2K
$7.5M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.22K+ 8.02% |
$156K - $175K
|
29.8K
$3.23M
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.16K+ 34.27% |
$152K - $171K
|
8.47K
$918K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.14K+ 39.72% |
$150K - $169K
|
7.52K
$815K
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.03K+ 845.0% |
$142K - $160K
|
2.27K
$246K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.96K+ 6.97% |
$138K - $155K
|
30.1K
$3.27M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.92KNew |
$135K - $152K
|
1.92K
$208K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 11.9% |
$124K - $140K
|
16.7K
$1.81M
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.77K+ 1.34% |
$124K - $140K
|
134K
$14.5M
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
1.76K+ 26.95% |
$123K - $139K
|
8.28K
$897K
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.68K+ 3.58% |
$118K - $133K
|
48.7K
$5.28M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 13.27% |
$106K - $119K
|
12.9K
$1.4M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42K+ 69.93% |
$99.9K - $112K
|
3.46K
$375K
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.28K+ 9.9% |
$89.7K - $101K
|
14.2K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.26K+ 90.0% |
$88.5K - $99.4K
|
2.66K
$288K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 8.99% |
$83.1K - $93.4K
|
14.4K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 0.53% |
$79.7K - $89.5K
|
215K
$23.3M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.11K+ 17.37% |
$77.9K - $87.6K
|
7.5K
$813K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.07K+ 65.2% |
$75.1K - $84.4K
|
2.71K
$294K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.07KNew |
$75.1K - $84.3K
|
1.07K
$116K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
977+ 0.21% |
$68.6K - $77.1K
|
472K
$51.2M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
970+ 6.6% |
$68.1K - $76.5K
|
15.7K
$1.7M
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
958+ 0.82% |
$67.3K - $75.6K
|
117K
$12.7M
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
930+ 6.06% |
$65.3K - $73.4K
|
16.3K
$1.77M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
817+ 16.7% |
$57.4K - $64.4K
|
5.71K
$619K
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
795+ 1.81% |
$55.8K - $62.7K
|
44.6K
$4.83M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
755+ 3.5% |
$53K - $59.6K
|
22.3K
$2.42M
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
720+ 2.69% |
$50.6K - $56.8K
|
27.5K
$2.98M
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
705+ 5.52% |
$49.5K - $55.6K
|
13.5K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685+ 22.29% |
$48.1K - $54K
|
3.76K
$407K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
615New |
$43.2K - $48.5K
|
615
$66.7K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
572+ 14.03% |
$40.2K - $45.1K
|
4.65K
$504K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
561+ 10.57% |
$39.4K - $44.3K
|
5.87K
$636K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
476+ 8.78% |
$33.4K - $37.5K
|
5.9K
$639K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
418+ 1306.25% |
$29.3K - $33K
|
450
$48.8K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
415+ 754.55% |
$29.1K - $32.7K
|
470
$50.9K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
334+ 0.89% |
$23.5K - $26.3K
|
37.7K
$4.09M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
330+ 165.0% |
$23.2K - $26K
|
530
$57.5K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
266+ 5.58% |
$18.7K - $21K
|
5.04K
$546K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
213New |
$15K - $16.8K
|
213
$23.1K
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
210+ 1.77% |
$14.7K - $16.6K
|
12.1K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
135New |
$9.48K - $10.6K
|
135
$14.6K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100+ 3.09% |
$7.02K - $7.89K
|
3.34K
$362K
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
100+ 1.22% |
$7.02K - $7.89K
|
8.3K
$900K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 1.58% |
$7.02K - $7.89K
|
6.44K
$698K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98+ 0.42% |
$6.88K - $7.73K
|
23.4K
$2.53M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
95+ 8.96% |
$6.67K - $7.49K
|
1.16K
$125K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 1.35% |
$3.51K - $3.94K
|
3.75K
$407K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$3.51K - $3.94K
|
50
$5.42K
|