Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
415KNew |
$43.4M - $52.1M
|
415K
$43.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
75.2K+ 54.9% |
$7.86M - $9.45M
|
212K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29KNew |
$3.03M - $3.64M
|
29K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
21K+ 488.46% |
$2.19M - $2.64M
|
25.3K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.7KNew |
$1.33M - $1.59M
|
12.7K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
6.87K+ 122.25% |
$718K - $864K
|
12.5K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
6.81KNew |
$712K - $855K
|
6.81K
$714K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.05KNew |
$632K - $760K
|
6.05K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.87KNew |
$613K - $737K
|
5.87K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.35KNew |
$559K - $673K
|
5.35K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81KNew |
$502K - $604K
|
4.81K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66K+ 7.51% |
$487K - $586K
|
66.8K
$7.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.82K+ 86.08% |
$399K - $479K
|
8.25K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.73K+ 137.97% |
$390K - $468K
|
6.43K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.56K+ 6.66% |
$372K - $447K
|
56.9K
$5.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51KNew |
$366K - $440K
|
3.51K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.48KNew |
$363K - $437K
|
3.48K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.13K+ 118.73% |
$327K - $394K
|
5.77K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.8K+ 36.32% |
$293K - $352K
|
10.5K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.54K+ 14.32% |
$265K - $318K
|
20.2K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 18.39% |
$263K - $316K
|
16.2K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4K+ 81.16% |
$251K - $302K
|
5.36K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 26.27% |
$222K - $267K
|
10.2K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.08KNew |
$217K - $261K
|
2.08K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06K+ 62.47% |
$215K - $259K
|
5.36K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.46K+ 30.72% |
$152K - $183K
|
6.19K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.03K+ 4.48% |
$108K - $130K
|
24.1K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
868+ 46.12% |
$90.7K - $109K
|
2.75K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
840+ 11.25% |
$87.8K - $106K
|
8.31K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 21.72% |
$83.6K - $101K
|
4.48K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
791+ 10.87% |
$82.7K - $99.4K
|
8.07K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
717+ 3.95% |
$74.9K - $90.1K
|
18.9K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
624New |
$65.2K - $78.4K
|
624
$65.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
591+ 1.31% |
$61.8K - $74.3K
|
45.6K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 10.8% |
$61.1K - $73.5K
|
6K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
495New |
$51.7K - $62.2K
|
495
$51.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
433New |
$45.2K - $54.4K
|
433
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
431+ 1873.91% |
$45K - $54.2K
|
454
$47.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
410+ 13.06% |
$42.8K - $51.5K
|
3.55K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
261+ 7.69% |
$27.3K - $32.8K
|
3.65K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
259+ 1.69% |
$27.1K - $32.5K
|
15.6K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
229+ 2.26% |
$23.9K - $28.8K
|
10.4K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
171New |
$17.9K - $21.5K
|
171
$17.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 1844.44% |
$17.3K - $20.9K
|
175
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
154New |
$16.1K - $19.3K
|
154
$16.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
144New |
$15K - $18.1K
|
144
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
140+ 13.75% |
$14.6K - $17.6K
|
1.16K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
103+ 1.01% |
$10.8K - $12.9K
|
10.3K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
63+ 2.49% |
$6.58K - $7.92K
|
2.6K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 1.23% |
$5.96K - $7.16K
|
4.67K
$490K
|