Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$529 - $595
|
2.99K
$331K
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.22% |
$454 - $510
|
2.71K
$300K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.16% |
$454 - $510
|
3.8K
$420K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$378 - $425
|
6.16K
$681K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$378 - $425
|
5
$553
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 0.24% |
$303 - $340
|
1.65K
$182K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$227 - $255
|
3.98K
$440K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.1% |
$227 - $255
|
2.91K
$322K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.25% |
$151 - $170
|
787
$87.1K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$75.6 - $85
|
3.8K
$420K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$75.6 - $85
|
5.59K
$618K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$75.6 - $85
|
2.76K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.58% |
$151 - $170
|
342
$37.8K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 5.76% |
$1.89K - $2.13K
|
409
$45.3K
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-27- 0.86% |
$2.04K - $2.3K
|
3.11K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-64- 86.49% |
$4.84K - $5.44K
|
10
$1.11K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-72- 1.7% |
$5.45K - $6.12K
|
4.17K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75- 1.56% |
$5.67K - $6.38K
|
4.75K
$525K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-75- 12.5% |
$5.67K - $6.38K
|
525
$58.1K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 40.0% |
$7.56K - $8.5K
|
150
$16.6K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-114- 83.21% |
$8.62K - $9.69K
|
23
$2.55K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-115- 1.6% |
$8.7K - $9.78K
|
7.05K
$780K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-122- 8.03% |
$9.23K - $10.4K
|
1.4K
$155K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 8.22% |
$9.76K - $11K
|
1.44K
$159K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 8.22% |
$9.76K - $11K
|
1.44K
$159K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-147- 0.05% |
$11.1K - $12.5K
|
308K
$34M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-173- 4.44% |
$13.1K - $14.7K
|
3.73K
$412K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-174- 0.99% |
$13.2K - $14.8K
|
17.4K
$1.93M
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 1.88% |
$15.1K - $17K
|
10.4K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-279- 6.11% |
$21.1K - $23.7K
|
4.29K
$475K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-290- 3.06% |
$21.9K - $24.7K
|
9.2K
$1.02M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-300- 14.67% |
$22.7K - $25.5K
|
1.75K
$193K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-304- 3.68% |
$23K - $25.8K
|
7.96K
$881K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-396- 3.42% |
$30K - $33.7K
|
11.2K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-419- 6.06% |
$31.7K - $35.6K
|
6.5K
$719K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-444- 1.73% |
$33.6K - $37.7K
|
25.2K
$2.79M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-450- 1.81% |
$34K - $38.3K
|
24.4K
$2.7M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-466- 9.65% |
$35.2K - $39.6K
|
4.36K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-476- 0.41% |
$36K - $40.5K
|
116K
$12.8M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-500- 11.11% |
$37.8K - $42.5K
|
4K
$443K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-596- 6.34% |
$45.1K - $50.7K
|
8.8K
$974K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-601- 10.51% |
$45.5K - $51.1K
|
5.12K
$567K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-623- 11.01% |
$47.1K - $53K
|
5.03K
$557K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-657- 3.24% |
$49.7K - $55.9K
|
19.6K
$2.17M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-665- 5.89% |
$50.3K - $56.5K
|
10.6K
$1.17M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-670- 12.7% |
$50.7K - $57K
|
4.61K
$510K
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-724- 7.65% |
$54.8K - $61.6K
|
8.74K
$967K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-727- 6.1% |
$55K - $61.8K
|
11.2K
$1.24M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-754Closed |
$57K - $64.1K
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-782- 8.99% |
$59.2K - $66.5K
|
7.91K
$876K
|