Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
245+ 1.07% |
$13.1K - $15.5K
|
23.1K
$2.51M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
201+ 10.44% |
$10.7K - $12.7K
|
2.13K
$230K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
150+ 35.46% |
$8.01K - $9.49K
|
573
$62.1K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
150New |
$8.01K - $9.49K
|
150
$16.3K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 2.22% |
$7K - $8.29K
|
6.02K
$653K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
126New |
$6.73K - $7.97K
|
126
$13.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115New |
$6.14K - $7.28K
|
115
$12.5K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
93New |
$4.97K - $5.89K
|
93
$10.1K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52+ 4.52% |
$2.78K - $3.29K
|
1.2K
$130K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
51New |
$2.72K - $3.23K
|
51
$5.53K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25New |
$1.34K - $1.58K
|
25
$2.71K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 5.25% |
$1.23K - $1.46K
|
461
$50K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19+ 0.29% |
$1.01K - $1.2K
|
6.51K
$706K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
15New |
$801 - $949
|
15
$1.63K
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.17% |
$534 - $633
|
5.95K
$645K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10New |
$534 - $633
|
10
$1.08K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
8New |
$427 - $506
|
8
$867
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.11% |
$427 - $506
|
7.59K
$823K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.21% |
$427 - $506
|
3.78K
$410K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$427 - $506
|
8
$867
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.28% |
$320 - $380
|
2.19K
$237K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6New |
$320 - $380
|
6
$650
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$267 - $316
|
5
$542
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$267 - $316
|
5
$542
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3+ 0.28% |
$160 - $190
|
1.08K
$117K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$107 - $127
|
4.14K
$448K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$107 - $127
|
1.9K
$206K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.26% |
$107 - $127
|
782
$84.8K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.52% |
$53.4 - $63.3
|
194
$21K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1New |
$53.4 - $63.3
|
1
$108
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.25% |
$53.4 - $63.3
|
404
$43.8K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.09% |
$53.4 - $63.3
|
1.07K
$116K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.92% |
$267 - $316
|
541
$58.6K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-53- 0.43% |
$2.83K - $3.35K
|
12.4K
$1.34M
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-59Closed |
$3.15K - $3.73K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60- 17.65% |
$3.2K - $3.8K
|
280
$30.4K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-65- 0.75% |
$3.47K - $4.11K
|
8.61K
$933K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-65- 1.64% |
$3.47K - $4.11K
|
3.9K
$423K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-76- 14.05% |
$4.06K - $4.81K
|
465
$50.4K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-120- 1.95% |
$6.41K - $7.59K
|
6.03K
$654K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-134- 2.81% |
$7.16K - $8.48K
|
4.64K
$503K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 2.37% |
$7.74K - $9.18K
|
5.98K
$648K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-155- 4.08% |
$8.28K - $9.81K
|
3.64K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-200- 3.06% |
$10.7K - $12.7K
|
6.34K
$687K
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-225- 5.73% |
$12K - $14.2K
|
3.71K
$402K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-270- 1.61% |
$14.4K - $17.1K
|
16.5K
$1.79M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-309- 2.57% |
$16.5K - $19.6K
|
11.7K
$1.27M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-362- 9.01% |
$19.3K - $22.9K
|
3.66K
$396K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-376- 1.48% |
$20.1K - $23.8K
|
25K
$2.7M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-416- 0.02% |
$22.2K - $26.3K
|
2.01M
$218M
|