Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.9KNew |
$174K - $212K
|
1.9K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.89KNew |
$174K - $211K
|
1.89K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.87KNew |
$172K - $209K
|
1.87K
$199K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.72KNew |
$158K - $192K
|
1.72K
$183K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 4.79% |
$140K - $171K
|
33.4K
$3.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.41K+ 57.85% |
$129K - $157K
|
3.84K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.19K+ 28.05% |
$109K - $133K
|
5.44K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 10.76% |
$108K - $131K
|
12.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 20.44% |
$105K - $127K
|
6.73K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.14K+ 38.2% |
$104K - $127K
|
4.12K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1K+ 34.65% |
$91.7K - $112K
|
3.89K
$414K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
945New |
$86.7K - $105K
|
945
$101K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
824+ 22.32% |
$75.6K - $92K
|
4.52K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
789New |
$72.4K - $88K
|
789
$84K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
650+ 13.12% |
$59.6K - $72.5K
|
5.61K
$597K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
639+ 0.48% |
$58.6K - $71.3K
|
134K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
575+ 4.66% |
$52.7K - $64.2K
|
12.9K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
502+ 15.7% |
$46K - $56K
|
3.7K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
463+ 1.21% |
$42.5K - $51.7K
|
38.7K
$4.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
407+ 9.89% |
$37.3K - $45.4K
|
4.52K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
346+ 4.19% |
$31.7K - $38.6K
|
8.61K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
315+ 4.73% |
$28.9K - $35.2K
|
6.98K
$743K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
314+ 4.37% |
$28.8K - $35K
|
7.51K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$27.5K - $33.5K
|
300
$32K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
286+ 4.02% |
$26.2K - $31.9K
|
7.4K
$788K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
207+ 0.51% |
$19K - $23.1K
|
40.6K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
201+ 0.84% |
$18.4K - $22.4K
|
24K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
200+ 3.77% |
$18.3K - $22.3K
|
5.51K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
200New |
$18.3K - $22.3K
|
200
$21.3K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
150+ 2.4% |
$13.8K - $16.7K
|
6.4K
$681K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
148New |
$13.6K - $16.5K
|
148
$15.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139+ 21.62% |
$12.7K - $15.5K
|
782
$83.3K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
100+ 4.42% |
$9.17K - $11.2K
|
2.36K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 294.12% |
$9.17K - $11.2K
|
134
$14.3K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
100New |
$9.17K - $11.2K
|
100
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
83+ 7.23% |
$7.61K - $9.26K
|
1.23K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81+ 1.62% |
$7.43K - $9.04K
|
5.08K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
75New |
$6.88K - $8.37K
|
75
$7.99K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
70+ 2.3% |
$6.42K - $7.81K
|
3.12K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
65New |
$5.96K - $7.25K
|
65
$6.92K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58+ 5.1% |
$5.32K - $6.47K
|
1.2K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40New |
$3.67K - $4.46K
|
40
$4.26K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
40New |
$3.67K - $4.46K
|
40
$4.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
36+ 0.2% |
$3.3K - $4.02K
|
17.8K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 1.4% |
$3.21K - $3.91K
|
2.54K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
35+ 0.5% |
$3.21K - $3.91K
|
7.09K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
31+ 32.63% |
$2.84K - $3.46K
|
126
$13.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 5.64% |
$2.48K - $3.01K
|
506
$53.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.87% |
$1.1K - $1.34K
|
1.4K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6+ 0.1% |
$550 - $670
|
5.99K
$638K
|