Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$229K - $270K
|
2.4K
$247K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.84K+ 7.63% |
$176K - $207K
|
25.9K
$2.66M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.64K+ 20.82% |
$157K - $184K
|
9.52K
$978K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.62K+ 30.22% |
$155K - $182K
|
6.98K
$717K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.28K+ 23.96% |
$123K - $144K
|
6.64K
$682K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.06K+ 1.86% |
$101K - $119K
|
58K
$5.96M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
908+ 21.8% |
$86.7K - $102K
|
5.07K
$521K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
905New |
$86.5K - $102K
|
905
$93K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
822+ 2.41% |
$78.5K - $92.4K
|
35K
$3.59M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
792+ 28.93% |
$75.7K - $89.1K
|
3.53K
$363K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
733+ 11.04% |
$70K - $82.4K
|
7.37K
$758K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
715+ 17.78% |
$68.3K - $80.4K
|
4.74K
$487K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
692+ 11.03% |
$66.1K - $77.8K
|
6.97K
$716K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
652+ 21.2% |
$62.3K - $73.3K
|
3.73K
$383K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
609+ 5.38% |
$58.2K - $68.5K
|
11.9K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
581+ 2.74% |
$55.5K - $65.3K
|
21.8K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
570+ 3.88% |
$54.5K - $64.1K
|
15.3K
$1.57M
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
552+ 4.35% |
$52.7K - $62.1K
|
13.2K
$1.36M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
533New |
$50.9K - $59.9K
|
533
$54.8K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
530+ 7.86% |
$50.6K - $59.6K
|
7.27K
$747K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
400New |
$38.2K - $45K
|
400
$41.1K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
380+ 5.71% |
$36.3K - $42.7K
|
7.03K
$723K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
367+ 16.17% |
$35.1K - $41.3K
|
2.64K
$271K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
361+ 5.61% |
$34.5K - $40.6K
|
6.79K
$698K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
313+ 1.66% |
$29.9K - $35.2K
|
19.2K
$1.97M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
300+ 6.86% |
$28.7K - $33.7K
|
4.67K
$480K
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
293+ 8.02% |
$28K - $32.9K
|
3.95K
$406K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
286+ 794.44% |
$27.3K - $32.2K
|
322
$33.1K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
285+ 3.58% |
$27.2K - $32K
|
8.24K
$847K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
245+ 8.73% |
$23.4K - $27.6K
|
3.05K
$313K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
240+ 40.54% |
$22.9K - $27K
|
832
$85.5K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
230+ 8.88% |
$22K - $25.9K
|
2.82K
$290K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
212+ 2.76% |
$20.3K - $23.8K
|
7.91K
$812K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
203+ 1.97% |
$19.4K - $22.8K
|
10.5K
$1.08M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
202+ 5.02% |
$19.3K - $22.7K
|
4.23K
$434K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
193+ 7.15% |
$18.4K - $21.7K
|
2.89K
$297K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
164+ 1.64% |
$15.7K - $18.4K
|
10.2K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
152+ 5.51% |
$14.5K - $17.1K
|
2.91K
$299K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
135+ 2.68% |
$12.9K - $15.2K
|
5.17K
$531K
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
125+ 1.79% |
$11.9K - $14.1K
|
7.13K
$732K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 3.05% |
$11.7K - $13.7K
|
4.12K
$424K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98New |
$9.36K - $11K
|
98
$10.1K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 93.07% |
$8.98K - $10.6K
|
195
$20K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79New |
$7.55K - $8.88K
|
79
$8.12K
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
70+ 1.52% |
$6.69K - $7.87K
|
4.69K
$482K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
68+ 1.41% |
$6.5K - $7.65K
|
4.87K
$501K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
52+ 35.62% |
$4.97K - $5.85K
|
198
$20.3K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51New |
$4.87K - $5.73K
|
51
$5.24K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50New |
$4.78K - $5.62K
|
50
$5.14K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
37+ 0.63% |
$3.53K - $4.16K
|
5.95K
$611K
|