Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.96K+ 36.08% |
$242K - $286K
|
14.9K
$1.73M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.95KNew |
$241K - $285K
|
3.95K
$457K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.9K+ 20.04% |
$238K - $282K
|
23.4K
$2.7M
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.83KNew |
$234K - $277K
|
3.83K
$443K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.54K+ 166.42% |
$216K - $256K
|
5.66K
$655K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.35KNew |
$205K - $242K
|
3.35K
$388K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.24KNew |
$198K - $234K
|
3.24K
$375K
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.24KNew |
$198K - $234K
|
3.24K
$375K
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.19KNew |
$195K - $231K
|
3.19K
$369K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16KNew |
$193K - $228K
|
3.16K
$365K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.05KNew |
$187K - $221K
|
3.05K
$353K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.02KNew |
$184K - $218K
|
3.02K
$349K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
3.02KNew |
$184K - $218K
|
3.02K
$349K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3KNew |
$183K - $217K
|
3K
$347K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3KNew |
$183K - $217K
|
3K
$347K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.96KNew |
$181K - $214K
|
2.96K
$342K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.99KNew |
$122K - $144K
|
1.99K
$230K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.97K+ 19.81% |
$120K - $142K
|
11.9K
$1.38M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.87K+ 10.56% |
$114K - $135K
|
19.6K
$2.27M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.77KNew |
$108K - $128K
|
1.77K
$205K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$103K - $122K
|
1.69K
$195K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.63K+ 5.45% |
$99.3K - $117K
|
31.4K
$3.64M
|
|
Apr 25, 2023
Q1 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
1.35KNew |
$82.5K - $97.6K
|
1.35K
$156K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 22.48% |
$71.2K - $84.1K
|
6.34K
$734K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 51.19% |
$68.4K - $80.9K
|
3.31K
$382K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.05K+ 11.63% |
$64.2K - $75.9K
|
10.1K
$1.17M
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
898+ 8.41% |
$54.9K - $64.9K
|
11.6K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
616+ 2.94% |
$37.7K - $44.5K
|
21.6K
$2.5M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
576+ 2.49% |
$35.2K - $41.6K
|
23.7K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
528+ 0.65% |
$32.3K - $38.2K
|
81.9K
$9.48M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
507+ 2.2% |
$31K - $36.6K
|
23.6K
$2.73M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
474+ 2.49% |
$29K - $34.3K
|
19.5K
$2.25M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
456+ 31.58% |
$27.9K - $33K
|
1.9K
$220K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
430New |
$26.3K - $31.1K
|
430
$49.7K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
342+ 7.18% |
$20.9K - $24.7K
|
5.1K
$590K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$18.3K - $21.7K
|
300
$34.7K
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
260+ 36.52% |
$15.9K - $18.8K
|
972
$112K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
255+ 20.5% |
$15.6K - $18.4K
|
1.5K
$173K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
181+ 3.66% |
$11.1K - $13.1K
|
5.13K
$593K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
122+ 4.95% |
$7.46K - $8.82K
|
2.59K
$299K
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
105+ 1.18% |
$6.42K - $7.59K
|
9K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
65+ 0.13% |
$3.97K - $4.7K
|
48.4K
$5.6M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
64New |
$3.91K - $4.63K
|
64
$7.4K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
37New |
$2.26K - $2.67K
|
37
$4.28K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33+ 0.2% |
$2.02K - $2.38K
|
16.5K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31+ 0.85% |
$1.9K - $2.24K
|
3.67K
$425K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$1.83K - $2.17K
|
30
$3.47K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$1.59K - $1.88K
|
26
$3.01K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26New |
$1.59K - $1.88K
|
26
$3.01K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.25% |
$978 - $1.16K
|
6.53K
$755K
|