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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$208 - $289
|
1.65K
$191K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.04% |
$208 - $289
|
7.97K
$921K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$139 - $193
|
2
$231
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$139 - $193
|
1.44K
$167K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.07% |
$139 - $193
|
2.92K
$337K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$139 - $193
|
3.98K
$460K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$69.4 - $96.5
|
3.8K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$69.4 - $96.5
|
2.76K
$320K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$69.4 - $96.5
|
6.41K
$742K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.79% |
$624 - $868
|
1.14K
$132K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9- 0.16% |
$624 - $868
|
5.59K
$646K
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-12- 0.39% |
$832 - $1.16K
|
3.1K
$359K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14- 70.0% |
$971 - $1.35K
|
6
$694
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16- 0.36% |
$1.11K - $1.54K
|
4.38K
$507K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-17- 0.15% |
$1.18K - $1.64K
|
11.2K
$1.29M
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-38- 1.27% |
$2.64K - $3.67K
|
2.95K
$342K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-43- 0.29% |
$2.98K - $4.15K
|
14.8K
$1.72M
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-68- 0.56% |
$4.72K - $6.56K
|
12K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-94- 73.44% |
$6.52K - $9.07K
|
34
$3.93K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-122- 2.38% |
$8.46K - $11.8K
|
5K
$578K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-122- 2.18% |
$8.46K - $11.8K
|
5.46K
$632K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130- 4.43% |
$9.02K - $12.5K
|
2.81K
$325K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-142- 41.52% |
$9.85K - $13.7K
|
200
$23.1K
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-156- 0.36% |
$10.8K - $15K
|
43.1K
$4.99M
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-169- 2.92% |
$11.7K - $16.3K
|
5.62K
$650K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-200- 11.46% |
$13.9K - $19.3K
|
1.55K
$179K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-209- 51.1% |
$14.5K - $20.2K
|
200
$23.1K
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-226- 2.13% |
$15.7K - $21.8K
|
10.4K
$1.2M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-232- 7.86% |
$16.1K - $22.4K
|
2.72K
$315K
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-245- 2.8% |
$17K - $23.6K
|
8.49K
$982K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-264- 5.85% |
$18.3K - $25.5K
|
4.25K
$492K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-310- 11.24% |
$21.5K - $29.9K
|
2.45K
$283K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-332- 73.13% |
$23K - $32K
|
122
$14.1K
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-359- 13.69% |
$24.9K - $34.6K
|
2.26K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-389- 1.88% |
$27K - $37.5K
|
20.3K
$2.35M
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-400- 40.0% |
$27.7K - $38.6K
|
600
$69.4K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-411- 94.05% |
$28.5K - $39.6K
|
26
$3.01K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-467- 10.19% |
$32.4K - $45.1K
|
4.12K
$476K
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-470- 7.93% |
$32.6K - $45.3K
|
5.46K
$632K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-483- 5.49% |
$33.5K - $46.6K
|
8.32K
$962K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-520- 19.67% |
$36.1K - $50.2K
|
2.12K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-610- 2.5% |
$42.3K - $58.8K
|
23.8K
$2.76M
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-694- 4.82% |
$48.1K - $67K
|
13.7K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-882- 3.56% |
$61.2K - $85.1K
|
23.9K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.04K- 30.42% |
$72.2K - $100K
|
2.38K
$275K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05K- 28.39% |
$72.7K - $101K
|
2.64K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.54K- 18.41% |
$107K - $149K
|
6.84K
$791K
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.66K- 1.38% |
$115K - $160K
|
119K
$13.8M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.73K- 8.67% |
$120K - $166K
|
18.2K
$2.1M
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.75K- 42.08% |
$122K - $169K
|
2.41K
$279K
|