Total Wealth Planning & Management, Inc. Spdr Series Tr Spdr S&P Homebu Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr Series Tr Spdr S&P Homebu stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 4,645 shares of XHB stock, worth $494,831. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,645
Previous 4,690 0.96%
Holding current value
$494,831
Previous $454 Million 0.75%
% of portfolio
0.37%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$86.79 - $101.21 $3,905 - $4,554
-45 Reduced 0.96%
4,645 $458 Million
Q1 2025

Apr 24, 2025
BUY
$95.53 - $112.45 $6,687 - $7,871
70 Added 1.52%
4,690 $454 Million
Q4 2024

Feb 28, 2025
BUY
$104.5 - $125.64 $482,790 - $580,456
4,620 New
4,620 $483 Million

Others Institutions Holding XHB

# of Institutions
340
Shares Held
17.7M
Call Options Held
8.2M
Put Options Held
7.81M
View Full List

About SPDR SERIES TR SPDR S&P HOMEBU

XHB Quotes by TradingView
  • Ticker XHB
  • Sector ETFs
  • Industry ETFs
More about XHB
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email