Latest Institutional Transactions on Spdr Series Tr Spdr S&P Homebu (XHB)
This table provides information on the latest institutional transactions involving Spdr Series Tr Spdr S&P Homebu (XHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.04% |
$523 - $628
|
12.2K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.8K+ 36.32% |
$293K - $352K
|
10.5K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.14% |
$2.19K - $2.64K
|
14.8K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.41K- 58.76% |
$357K - $429K
|
2.4K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
433New |
$45.2K - $54.4K
|
433
$48.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33New |
$3.45K - $4.15K
|
33
$3.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50+ 45.45% |
$5.23K - $6.28K
|
160
$17.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 24.3% |
$140K - $168K
|
4.17K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
717+ 3.95% |
$74.9K - $90.1K
|
18.9K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
495New |
$51.7K - $62.2K
|
495
$55K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.13K+ 118.73% |
$327K - $394K
|
5.77K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.05K - $1.26K
|
2.54K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51KNew |
$366K - $440K
|
3.51K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$941 - $1.13K
|
9
$1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
868+ 46.12% |
$90.7K - $109K
|
2.75K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 9.06% |
$26.1K - $31.4K
|
2.51K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-273- 4.48% |
$28.5K - $34.3K
|
5.82K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 1.23% |
$5.96K - $7.16K
|
4.67K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$627 - $754
|
3.64K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-5.52K- 1.85% |
$576K - $693K
|
293K
$32.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-275- 1.06% |
$28.7K - $34.6K
|
25.7K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4K+ 81.16% |
$251K - $302K
|
5.36K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
624New |
$65.2K - $78.4K
|
624
$69.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 4.38% |
$38.1K - $45.9K
|
7.96K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.46K+ 30.72% |
$152K - $183K
|
6.19K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39New |
$4.08K - $4.9K
|
39
$4.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31+ 1.8% |
$3.24K - $3.89K
|
1.75K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$314 - $377
|
3.99K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $251
|
3.71K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.2K- 99.74% |
$1.06M - $1.28M
|
27
$3K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-288- 1.28% |
$30.1K - $36.2K
|
22.2K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
144New |
$15K - $18.1K
|
144
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-465- 10.37% |
$48.6K - $58.4K
|
4.02K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 21.72% |
$83.6K - $101K
|
4.48K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 26.27% |
$222K - $267K
|
10.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
259+ 1.69% |
$27.1K - $32.5K
|
15.6K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.7KNew |
$1.33M - $1.59M
|
12.7K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.42% |
$105 - $126
|
237
$26.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
171New |
$17.9K - $21.5K
|
171
$19K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
791+ 10.87% |
$82.7K - $99.4K
|
8.07K
$897K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
229+ 2.26% |
$23.9K - $28.8K
|
10.4K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.35K- 98.64% |
$559K - $672K
|
74
$8.23K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-278K- 12.96% |
$27.2M - $34.7M
|
1.87M
$207M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200+ 8.31% |
$19.6K - $25K
|
2.61K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.6K+ 186.57% |
$2.01M - $2.57M
|
31.6K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-538K- 59.7% |
$52.7M - $67.3M
|
363K
$40.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$4.21K - $5.37K
|
43
$4.78K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
792+ 13.04% |
$77.6K - $99K
|
6.86K
$763K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
38New |
$3.72K - $4.75K
|
38
$4.22K
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
8KNew |
$784K - $1M
|
8K
$889K
|
|