Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.77KNew |
$174K - $222K
|
1.77K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.77KNew |
$173K - $221K
|
1.77K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.74K+ 188.62% |
$171K - $218K
|
2.66K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 111.83% |
$170K - $217K
|
3.3K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.74KNew |
$170K - $217K
|
1.74K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.73KNew |
$170K - $217K
|
1.73K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68KNew |
$165K - $210K
|
1.68K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.67KNew |
$164K - $209K
|
1.67K
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.47K+ 2.26% |
$144K - $184K
|
66.5K
$7.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.46K+ 44.85% |
$143K - $183K
|
4.72K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.42K+ 34.0% |
$139K - $177K
|
5.6K
$619K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.25K+ 14.26% |
$122K - $156K
|
10K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.24K+ 31.22% |
$122K - $155K
|
5.23K
$579K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.16K+ 0.85% |
$113K - $144K
|
137K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.11K+ 5.03% |
$108K - $138K
|
23.1K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 5.13% |
$107K - $137K
|
22.5K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.03KNew |
$101K - $128K
|
1.03K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
965New |
$94.5K - $121K
|
965
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
957+ 1.03% |
$93.7K - $120K
|
94.3K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
955+ 28.57% |
$93.6K - $119K
|
4.3K
$476K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
943New |
$92.4K - $118K
|
943
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
906+ 18.31% |
$88.8K - $113K
|
5.86K
$648K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
801+ 39.23% |
$78.5K - $100K
|
2.84K
$315K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
792+ 13.04% |
$77.6K - $99K
|
6.86K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
791New |
$77.5K - $98.9K
|
791
$87.5K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
705+ 0.61% |
$69.1K - $88.1K
|
116K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
657+ 92.54% |
$64.4K - $82.1K
|
1.37K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
646+ 8.76% |
$63.3K - $80.7K
|
8.02K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
621+ 1.59% |
$60.8K - $77.6K
|
39.6K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
601+ 1.73% |
$58.9K - $75.1K
|
35.3K
$3.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
535+ 12.74% |
$52.4K - $66.9K
|
4.74K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
524+ 6.92% |
$51.3K - $65.5K
|
8.1K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
500+ 7.49% |
$49K - $62.5K
|
7.18K
$795K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
465+ 17.42% |
$45.6K - $58.1K
|
3.13K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
431+ 5.46% |
$42.2K - $53.9K
|
8.32K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
413+ 2.33% |
$40.5K - $51.6K
|
18.1K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
405+ 6.14% |
$39.7K - $50.6K
|
7K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
364+ 7.2% |
$35.7K - $45.5K
|
5.42K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
347+ 8.13% |
$34K - $43.4K
|
4.62K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
309+ 1.46% |
$30.3K - $38.6K
|
21.5K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
307+ 2.79% |
$30.1K - $38.4K
|
11.3K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
266+ 6.3% |
$26.1K - $33.2K
|
4.49K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
251+ 4.4% |
$24.6K - $31.4K
|
5.96K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240+ 37.33% |
$23.5K - $30K
|
883
$97.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
227New |
$22.2K - $28.4K
|
227
$25.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
221+ 10.53% |
$21.6K - $27.6K
|
2.32K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
220+ 55.0% |
$21.6K - $27.5K
|
620
$68.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200+ 8.31% |
$19.6K - $25K
|
2.61K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
193+ 2.71% |
$18.9K - $24.1K
|
7.31K
$809K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
191+ 7.81% |
$18.7K - $23.9K
|
2.64K
$292K
|