Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
321+ 4.45% |
$16.7K - $21K
|
7.53K
$819K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
293+ 1.63% |
$15.2K - $19.2K
|
18.3K
$1.99M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
269New |
$14K - $17.6K
|
269
$29.2K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
230+ 2.0% |
$12K - $15.1K
|
11.7K
$1.27M
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
160New |
$8.32K - $10.5K
|
160
$17.4K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
126New |
$6.56K - $8.25K
|
126
$13.7K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 2.0% |
$5.2K - $6.55K
|
5.1K
$554K
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
75+ 0.4% |
$3.9K - $4.91K
|
18.8K
$2.04M
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
59New |
$3.07K - $3.86K
|
59
$6.42K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$2.6K - $3.27K
|
50
$5.44K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39+ 0.24% |
$2.03K - $2.55K
|
16.5K
$1.79M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33+ 0.2% |
$1.72K - $2.16K
|
16.4K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
28New |
$1.46K - $1.83K
|
28
$3.04K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
20New |
$1.04K - $1.31K
|
20
$2.17K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.24% |
$885 - $1.11K
|
7.07K
$768K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15New |
$780 - $982
|
15
$1.63K
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8+ 0.14% |
$416 - $524
|
5.93K
$645K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.16% |
$312 - $393
|
3.77K
$409K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$208 - $262
|
4
$435
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
4+ 0.05% |
$208 - $262
|
8.67K
$943K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3+ 0.28% |
$156 - $196
|
1.08K
$117K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.22% |
$104 - $131
|
929
$101K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.19% |
$52 - $65.5
|
532
$57.8K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 1.0% |
$52 - $65.5
|
101
$11K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 4.35% |
$104 - $131
|
44
$4.78K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16Closed |
$832 - $1.05K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16Closed |
$832 - $1.05K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-47- 7.62% |
$2.45K - $3.08K
|
570
$62K
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-71- 0.1% |
$3.69K - $4.65K
|
72.7K
$7.91M
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100Closed |
$5.2K - $6.55K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-111Closed |
$5.78K - $7.27K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-133- 7.06% |
$6.92K - $8.71K
|
1.75K
$190K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-142- 3.1% |
$7.39K - $9.3K
|
4.43K
$482K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-144Closed |
$7.49K - $9.43K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 18.22% |
$7.54K - $9.49K
|
651
$70.8K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-150- 2.33% |
$7.8K - $9.82K
|
6.29K
$684K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-150Closed |
$7.8K - $9.82K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 3.52% |
$7.8K - $9.82K
|
4.11K
$447K
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-152- 4.53% |
$7.91K - $9.95K
|
3.2K
$348K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-195- 4.42% |
$10.1K - $12.8K
|
4.21K
$458K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-199- 3.55% |
$10.4K - $13K
|
5.4K
$587K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 44.44% |
$10.4K - $13.1K
|
250
$27.2K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-202- 8.68% |
$10.5K - $13.2K
|
2.13K
$231K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-208- 49.76% |
$10.8K - $13.6K
|
210
$22.8K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-264- 19.17% |
$13.7K - $17.3K
|
1.11K
$121K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-270- 30.51% |
$14K - $17.7K
|
615
$66.9K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-300Closed |
$15.6K - $19.6K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-308- 41.29% |
$16K - $20.2K
|
438
$47.6K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-311- 7.46% |
$16.2K - $20.4K
|
3.86K
$419K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-342Closed |
$17.8K - $22.4K
|
0
$0
|