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 |
|---|---|---|---|---|---|---|---|
|
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 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
137+ 0.35% |
$14.3K - $17.2K
|
39.8K
$4.17M
|
|
|
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
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50+ 45.45% |
$5.23K - $6.28K
|
160
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39New |
$4.08K - $4.9K
|
39
$4.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
35+ 1.51% |
$3.66K - $4.4K
|
2.35K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33New |
$3.45K - $4.15K
|
33
$3.46K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31+ 1.8% |
$3.24K - $3.89K
|
1.75K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30New |
$3.14K - $3.77K
|
30
$3.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.14% |
$2.19K - $2.64K
|
14.8K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$2.09K - $2.51K
|
20
$2.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
20New |
$2.09K - $2.51K
|
20
$2.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.05K - $1.26K
|
2.54K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$1.05K - $1.26K
|
10
$1.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$941 - $1.13K
|
9
$944
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$941 - $1.13K
|
9
$944
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6+ 0.1% |
$627 - $754
|
6K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$627 - $754
|
3.64K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.04% |
$523 - $628
|
12.2K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$418 - $503
|
2.54K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.15% |
$418 - $503
|
2.73K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$314 - $377
|
3.99K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.07% |
$209 - $251
|
2.92K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $251
|
3.71K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$105 - $126
|
2.77K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$105 - $126
|
3.33K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.42% |
$105 - $126
|
237
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 1.92% |
$105 - $126
|
51
$5.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 20.0% |
$941 - $1.13K
|
36
$3.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 20.63% |
$1.36K - $1.63K
|
50
$5.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-25- 1.04% |
$2.61K - $3.14K
|
2.37K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-32- 25.4% |
$3.34K - $4.02K
|
94
$9.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50- 1.13% |
$5.23K - $6.28K
|
4.37K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-92- 2.62% |
$9.61K - $11.6K
|
3.42K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 49.75% |
$10.5K - $12.6K
|
101
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-157- 2.06% |
$16.4K - $19.7K
|
7.48K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 9.06% |
$26.1K - $31.4K
|
2.51K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-273- 4.48% |
$28.5K - $34.3K
|
5.82K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-275- 1.06% |
$28.7K - $34.6K
|
25.7K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-288- 1.28% |
$30.1K - $36.2K
|
22.2K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-319- 1.02% |
$33.3K - $40.1K
|
31.1K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-334- 3.34% |
$34.9K - $42K
|
9.67K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 4.38% |
$38.1K - $45.9K
|
7.96K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-404- 17.81% |
$42.2K - $50.8K
|
1.87K
$196K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-465- 10.37% |
$48.6K - $58.4K
|
4.02K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 16.86% |
$65.2K - $78.4K
|
3.08K
$323K
|