Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 16.49% |
$69.8K - $97.1K
|
7.11K
$823K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
736+ 11.33% |
$51K - $71K
|
7.23K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
696+ 13920.0% |
$48.3K - $67.1K
|
701
$81.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 1.02% |
$45.8K - $63.8K
|
65.6K
$7.58M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
656New |
$45.5K - $63.3K
|
656
$75.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
575New |
$39.9K - $55.5K
|
575
$66.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
567+ 41.54% |
$39.3K - $54.7K
|
1.93K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
500New |
$34.7K - $48.2K
|
500
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
462+ 17.85% |
$32K - $44.6K
|
3.05K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
388+ 0.87% |
$26.9K - $37.4K
|
45.2K
$5.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
355New |
$24.6K - $34.2K
|
355
$41.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 7.6% |
$24.3K - $33.8K
|
4.96K
$573K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 57.14% |
$20.8K - $28.9K
|
825
$95.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
275+ 1.58% |
$19.1K - $26.5K
|
17.7K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
268+ 87.58% |
$18.6K - $25.9K
|
574
$66.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
237+ 7.51% |
$16.4K - $22.9K
|
3.39K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
235New |
$16.3K - $22.7K
|
235
$27.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
233New |
$16.2K - $22.5K
|
233
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
229+ 0.38% |
$15.9K - $22.1K
|
60.5K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
221+ 2.75% |
$15.3K - $21.3K
|
8.26K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191+ 2.08% |
$13.2K - $18.4K
|
9.39K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
175+ 6.06% |
$12.1K - $16.9K
|
3.06K
$354K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$10.4K - $14.5K
|
150
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
135+ 135.0% |
$9.36K - $13K
|
235
$27.2K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
110+ 2.75% |
$7.63K - $10.6K
|
4.11K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$6.94K - $9.65K
|
100
$11.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
96New |
$6.66K - $9.26K
|
96
$11.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
95New |
$6.59K - $9.16K
|
95
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
63+ 6.37% |
$4.37K - $6.08K
|
1.05K
$122K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
53New |
$3.68K - $5.11K
|
53
$6.13K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
39+ 0.2% |
$2.71K - $3.76K
|
19.6K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
22+ 0.81% |
$1.53K - $2.12K
|
2.73K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19+ 0.16% |
$1.32K - $1.83K
|
11.6K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.1% |
$1.18K - $1.64K
|
16.8K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16+ 0.19% |
$1.11K - $1.54K
|
8.45K
$977K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
15+ 0.03% |
$1.04K - $1.45K
|
49.7K
$5.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
12+ 0.23% |
$832 - $1.16K
|
5.31K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 8.27% |
$763 - $1.06K
|
144
$16.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 1.94% |
$624 - $868
|
472
$54.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.19% |
$486 - $675
|
3.62K
$419K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$486 - $675
|
7
$810
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.22% |
$416 - $579
|
2.72K
$314K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6+ 0.1% |
$416 - $579
|
5.98K
$692K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.13% |
$347 - $482
|
3.8K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$347 - $482
|
6.16K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5+ 0.0% |
$347 - $482
|
996K
$115M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$277 - $386
|
4
$463
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 0.09% |
$277 - $386
|
4.48K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$208 - $289
|
14.2K
$1.64M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$208 - $289
|
3
$347
|