Institute For Wealth Management, Llc. Spdr Series Tr Spdr S&P Homebu Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 18,854 shares of XHB stock, worth $2.1 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

18,854

Previous 18,137 3.95%

Holding current value

$2.1 Million

Previous $2.26 Million 12.79%

% of portfolio

0.25%

Previous 0.29%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$104.5 - $125.64 $74,926 - $90,083	717 Added 3.95%	18,854 $1.97 Million
Q3 2024 Nov 12, 2024	BUY	$97.96 - $124.99 $40,457 - $51,620	413 Added 2.33%	18,137 $2.26 Million
Q2 2024 Jul 25, 2024	SELL	$100.16 - $110.14 $3,505 - $3,854	-35 Reduced 0.2%	17,724 $1.79 Million
Q1 2024 Apr 30, 2024	BUY	$91.71 - $111.59 $3,301 - $4,017	36 Added 0.2%	17,759 $1.98 Million
Q4 2023 Jan 31, 2024	BUY	$69.36 - $96.47 $19,074 - $26,529	275 Added 1.58%	17,723 $1.7 Million
Q3 2023 Oct 13, 2023	SELL	$75.64 - $85.02 $13,161 - $14,793	-174 Reduced 0.99%	17,448 $1.34 Million
Q1 2023 Apr 20, 2023	SELL	$61.13 - $72.27 $7,213 - $8,527	-118 Reduced 0.67%	17,622 $1.19 Million
Q4 2022 Feb 02, 2023	SELL	$53.4 - $63.29 $26,753 - $31,708	-501 Reduced 2.75%	17,740 $1.07 Million
Q3 2022 Oct 18, 2022	SELL	$53.98 - $67.45 $2,483 - $3,102	-46 Reduced 0.25%	18,241 $998,000
Q2 2022 Jul 25, 2022	BUY	$52.03 - $65.46 $15,244 - $19,179	293 Added 1.63%	18,287 $1 Million
Q1 2022 Apr 29, 2022	BUY	$63.2 - $85.09 $632 - $850	10 Added 0.06%	17,994 $1.14 Million
Q4 2021 Jan 21, 2022	SELL	$71.78 - $86.27 $5,024 - $6,038	-70 Reduced 0.39%	17,984 $1.54 Million
Q2 2021 Jul 21, 2021	BUY	$70.13 - $79.38 $7,363 - $8,334	105 Added 0.58%	18,054 $1.32 Million
Q1 2021 May 04, 2021	BUY	$56.77 - $70.84 $70,394 - $87,841	1,240 Added 7.42%	17,949 $1.26 Million
Q4 2020 Feb 01, 2021	BUY	$51.98 - $59.41 $25,574 - $29,229	492 Added 3.03%	16,709 $963,000
Q3 2020 Nov 03, 2020	BUY	$43.25 - $54.31 $10,855 - $13,631	251 Added 1.57%	16,217 $874,000
Q2 2020 Jul 30, 2020	SELL	$26.48 - $45.69 $1,986 - $3,426	-75 Reduced 0.47%	15,966 $701,000
Q1 2020 Apr 29, 2020	SELL	$24.72 - $49.23 $15,301 - $30,473	-619 Reduced 3.72%	16,041 $478,000
Q4 2019 Feb 27, 2020	BUY	$42.76 - $46.42 $679,969 - $738,170	15,902 Added 2097.89%	16,660 $758,000
Q4 2019 Jan 27, 2020	SELL	$42.76 - $46.42 $690,702 - $749,822	-16,153 Reduced 95.52%	758 $758,000
Q3 2019 Oct 28, 2019	SELL	$42.79 - $44.08 $4,279 - $4,408	-100 Reduced 0.59%	16,911 $745,000
Q2 2019 Aug 02, 2019	SELL	N/A	-1,154 Reduced 6.35%	17,011 $709,000
Q1 2019 May 15, 2019	SELL	N/A	-676 Reduced 3.59%	18,165 $700,000
Q4 2018 Feb 08, 2019	SELL	N/A	-1,038 Reduced 5.22%	18,841 $613,000
Q3 2018 Oct 29, 2018	BUY	N/A	728 Added 3.8%	19,879 $766,000
Q2 2018 Aug 10, 2018	BUY	N/A	485 Added 2.6%	19,151 $753,000
Q1 2018 May 15, 2018	SELL	N/A	-255 Reduced 1.35%	18,666 $728,000
Q4 2017 Feb 12, 2018	SELL	N/A	-371 Reduced 1.92%	18,921 $841,000
Q3 2017 Nov 14, 2017	BUY	N/A	136 Added 0.71%	19,292 $764,000
Q2 2017 Aug 14, 2017	BUY	N/A	19,156	19,156 $738,000

Others Institutions Holding XHB

# of Institutions

375

Shares Held

15.4M

Call Options Held

2.78M

Put Options Held

4.65M

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About SPDR SERIES TR SPDR S&P HOMEBU

Ticker XHB
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Institute For Wealth Management, Llc. Spdr Series Tr Spdr S&P Homebu Transaction History