Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
9.03K+ 669.04% |
$582K - $725K
|
10.4K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.38KNew |
$540K - $673K
|
8.38K
$893K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.2K+ 94.68% |
$529K - $658K
|
16.9K
$1.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.86K+ 140.12% |
$507K - $631K
|
13.5K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.58KNew |
$489K - $609K
|
7.58K
$808K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
7.15KNew |
$461K - $574K
|
7.15K
$762K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.07K+ 93.8% |
$456K - $568K
|
14.6K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.91KNew |
$446K - $555K
|
6.91K
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.86KNew |
$443K - $551K
|
6.86K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.58KNew |
$424K - $528K
|
6.58K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.21K+ 19.31% |
$400K - $499K
|
38.4K
$4.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
6.13KNew |
$395K - $492K
|
6.13K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.84KNew |
$377K - $469K
|
5.84K
$622K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.84KNew |
$377K - $469K
|
5.84K
$622K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.75K+ 13.06% |
$371K - $462K
|
49.8K
$5.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.53KNew |
$357K - $444K
|
5.53K
$589K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$349K - $435K
|
5.42K
$577K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.4K+ 170.87% |
$348K - $433K
|
8.55K
$911K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.06K+ 35.91% |
$326K - $406K
|
19.1K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.77KNew |
$308K - $383K
|
4.77K
$508K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$278K - $346K
|
4.31K
$459K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.24KNew |
$273K - $340K
|
4.24K
$451K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.1KNew |
$265K - $329K
|
4.1K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.76KNew |
$243K - $302K
|
3.76K
$401K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.64K+ 847.44% |
$235K - $293K
|
4.07K
$434K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.45K+ 34.2% |
$222K - $277K
|
13.5K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.33KNew |
$215K - $267K
|
3.33K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.32KNew |
$214K - $267K
|
3.32K
$354K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.96K+ 88.45% |
$191K - $238K
|
6.31K
$672K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.94KNew |
$190K - $236K
|
2.94K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.91KNew |
$188K - $234K
|
2.91K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87KNew |
$185K - $231K
|
2.87K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.85K+ 154.12% |
$183K - $228K
|
4.69K
$500K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.79KNew |
$180K - $224K
|
2.79K
$297K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.77KNew |
$178K - $222K
|
2.77K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.76KNew |
$178K - $222K
|
2.76K
$294K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.71KNew |
$174K - $217K
|
2.71K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.67KNew |
$172K - $215K
|
2.67K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.62KNew |
$169K - $210K
|
2.62K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.62KNew |
$169K - $210K
|
2.62K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.53KNew |
$163K - $203K
|
2.53K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.28K+ 9.77% |
$147K - $183K
|
25.7K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.5KNew |
$96.7K - $120K
|
1.5K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.5KNew |
$96.7K - $120K
|
1.5K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.3K+ 33.33% |
$83.8K - $104K
|
5.2K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.29K+ 5.48% |
$83.4K - $104K
|
24.9K
$2.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.24K+ 14.71% |
$79.8K - $99.3K
|
9.64K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 1.57% |
$78.5K - $97.8K
|
78.7K
$8.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.21K+ 16.12% |
$77.8K - $96.9K
|
8.69K
$926K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.01K+ 3.22% |
$65.3K - $81.3K
|
32.5K
$3.46M
|