Institutional Ownership 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). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,668
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,634
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
9,523
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,474
shares
|
$904,345
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
8,375
shares
|
$893,780
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,142
shares
|
$868,914
0.3% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,906
shares
|
$843,728
0.02% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,876
shares
|
$840,526
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,632
shares
|
$814,487
0.0% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,494
shares
|
$799,759
0.21% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,371
shares
|
$786,633
0.0% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,272
shares
|
$776,067
0.02% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
7,125
shares
|
$760,380
0.07% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
7,033
shares
|
$750,561
0.41% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,967
shares
|
$743,518
0.08% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,903
shares
|
$736,688
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,897
shares
|
$736,047
0.23% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
6,791
shares
|
$724,735
0.45% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,754
shares
|
$720,786
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,666
shares
|
$711,395
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,618
shares
|
$706,272
0.0% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
6,360
shares
|
$678,739
0.1% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,169
shares
|
$658,355
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
6,014
shares
|
$641,814
0.32% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
5,945
shares
|
$634,450
0.06% of portfolio
|
Q1 2025
Added 0.63%
|