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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 38.89% |
$2.67K - $3.15K
|
100
$10.3K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 16.0% |
$2.29K - $2.7K
|
174
$17.9K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
21New |
$2.01K - $2.36K
|
21
$2.16K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20+ 0.84% |
$1.91K - $2.25K
|
2.39K
$246K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
19New |
$1.82K - $2.14K
|
19
$1.95K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.18% |
$1.43K - $1.69K
|
8.47K
$871K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$1.24K - $1.46K
|
13
$1.34K
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12+ 0.33% |
$1.15K - $1.35K
|
3.65K
$376K
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11+ 0.18% |
$1.05K - $1.24K
|
6.01K
$618K
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
9+ 0.33% |
$860 - $1.01K
|
2.74K
$282K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.28% |
$669 - $787
|
2.54K
$261K
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
6+ 0.16% |
$573 - $675
|
3.71K
$381K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
4+ 0.07% |
$382 - $450
|
5.83K
$599K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.14% |
$382 - $450
|
2.93K
$301K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$287 - $337
|
3.99K
$410K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.3% |
$191 - $225
|
662
$68K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$191 - $225
|
1.45K
$149K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$95.5 - $112
|
3.96K
$407K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.42% |
$95.5 - $112
|
238
$24.5K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$95.5 - $112
|
3.33K
$342K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 10.0% |
$95.5 - $112
|
11
$1.13K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$95.5 - $112
|
1.05K
$108K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$95.5 - $112
|
8.07K
$829K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 13.64% |
$573 - $675
|
38
$3.91K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8- 0.11% |
$764 - $900
|
7.47K
$767K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.21% |
$860 - $1.01K
|
4.32K
$444K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-10- 0.74% |
$955 - $1.12K
|
1.34K
$138K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-18- 46.15% |
$1.72K - $2.02K
|
21
$2.16K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 1.83% |
$1.82K - $2.14K
|
1.02K
$105K
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-31- 1.77% |
$2.96K - $3.49K
|
1.72K
$177K
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-33- 0.21% |
$3.15K - $3.71K
|
16K
$1.64M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-40- 0.86% |
$3.82K - $4.5K
|
4.63K
$476K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-42- 14.0% |
$4.01K - $4.72K
|
258
$26.5K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-54- 4.92% |
$5.16K - $6.07K
|
1.04K
$107K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-59- 5.15% |
$5.64K - $6.63K
|
1.09K
$112K
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-60- 1.73% |
$5.73K - $6.75K
|
3.42K
$351K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-74Closed |
$7.07K - $8.32K
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-95- 4.05% |
$9.08K - $10.7K
|
2.25K
$231K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-95- 1.19% |
$9.08K - $10.7K
|
7.88K
$809K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-126- 2.1% |
$12K - $14.2K
|
5.88K
$604K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-171- 25.48% |
$16.3K - $19.2K
|
500
$51.4K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-214- 2.17% |
$20.4K - $24.1K
|
9.63K
$990K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-217- 3.3% |
$20.7K - $24.4K
|
6.36K
$654K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-228- 19.69% |
$21.8K - $25.6K
|
930
$95.6K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-250- 20.83% |
$23.9K - $28.1K
|
950
$97.6K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 28.2% |
$28.7K - $33.7K
|
764
$78.5K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$28.7K - $33.7K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 2.97% |
$28.7K - $33.7K
|
9.81K
$1.01M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 14.55% |
$38.2K - $45K
|
2.35K
$242K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-418- 1.34% |
$39.9K - $47K
|
30.7K
$3.15M
|