Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P HOMEBU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 6.29% |
$100K - $135K
|
26.7K
$2.85M
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.35% |
$95.6K - $129K
|
65.9K
$7.02M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.37K+ 5.18% |
$86.7K - $117K
|
27.9K
$2.97M
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
1.2K+ 2.29% |
$75.9K - $102K
|
53.6K
$5.71M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
905+ 191.74% |
$57.2K - $77K
|
1.38K
$147K
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
847+ 1.82% |
$53.5K - $72.1K
|
47.4K
$5.05M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
735+ 11.64% |
$46.5K - $62.5K
|
7.05K
$751K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
682+ 10.31% |
$43.1K - $58K
|
7.3K
$778K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
660+ 19.67% |
$41.7K - $56.2K
|
4.02K
$428K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
533+ 24.78% |
$33.7K - $45.4K
|
2.68K
$286K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
500New |
$31.6K - $42.5K
|
500
$53.3K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
436+ 2.75% |
$27.6K - $37.1K
|
16.3K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$25.3K - $34K
|
400
$42.6K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
400New |
$25.3K - $34K
|
400
$42.6K
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
BUY
|
- |
398+ 12.22% |
$25.2K - $33.9K
|
3.65K
$389K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
339+ 3.96% |
$21.4K - $28.8K
|
8.9K
$948K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
310New |
$19.6K - $26.4K
|
310
$33K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
300New |
$19K - $25.5K
|
300
$32K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
293+ 4.51% |
$18.5K - $24.9K
|
6.79K
$723K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
287+ 62.53% |
$18.1K - $24.4K
|
746
$79.5K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
229New |
$14.5K - $19.5K
|
229
$24.4K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
227New |
$14.3K - $19.3K
|
227
$24.2K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
209+ 100.0% |
$13.2K - $17.8K
|
418
$44.5K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
150New |
$9.48K - $12.8K
|
150
$16K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
137New |
$8.66K - $11.7K
|
137
$14.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
84+ 4.13% |
$5.31K - $7.15K
|
2.12K
$226K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
59New |
$3.73K - $5.02K
|
59
$6.28K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
47+ 8.25% |
$2.97K - $4K
|
617
$65.7K
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
28New |
$1.77K - $2.38K
|
28
$2.98K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
23New |
$1.45K - $1.96K
|
23
$2.45K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.24% |
$1.07K - $1.45K
|
7.05K
$751K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$1.01K - $1.36K
|
16
$1.7K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16New |
$1.01K - $1.36K
|
16
$1.7K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.06% |
$632 - $851
|
18K
$1.92M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9+ 0.16% |
$569 - $766
|
5.59K
$595K
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8+ 0.14% |
$506 - $681
|
5.92K
$631K
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.21% |
$442 - $596
|
3.35K
$357K
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.13% |
$316 - $425
|
3.76K
$400K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.03% |
$190 - $255
|
8.67K
$923K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$126 - $170
|
1.07K
$114K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$126 - $170
|
15.4K
$1.64M
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.64% |
$63.2 - $85.1
|
158
$16.8K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$63.2 - $85.1
|
6.82K
$726K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.11% |
$63.2 - $85.1
|
927
$98.7K
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$63.2 - $85.1
|
1
$107
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-2- 0.08% |
$126 - $170
|
2.55K
$272K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$316 - $425
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-10- 0.24% |
$632 - $851
|
4.17K
$444K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.4% |
$1.26K - $1.7K
|
5K
$532K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-27Closed |
$1.71K - $2.3K
|
0
$0
|