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

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

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 19,444 shares of XHB stock, worth $2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

19,444

Previous 19,167 1.45%

Holding current value

$2 Million

Previous $1.86 Million 3.18%

% of portfolio

0.22%

Previous 0.24%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$86.79 - $101.21 $24,040 - $28,035	277 Added 1.45%	19,444 $1.92 Million
Q1 2025 Apr 21, 2025	BUY	$95.53 - $112.45 $29,900 - $35,196	313 Added 1.66%	19,167 $1.86 Million
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

341

Shares Held

16.2M

Call Options Held

8.2M

Put Options Held

7.81M

View Full List

About SPDR SERIES TR SPDR S&P HOMEBU

Ticker XHB
Sector ETFs
Industry ETFs

More about XHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

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