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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-59- 2.28% |
$3.8K - $4.74K
|
2.53K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 0.38% |
$4K - $4.98K
|
16.5K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 1.08% |
$4.51K - $5.62K
|
6.39K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82- 5.12% |
$5.29K - $6.58K
|
1.52K
$162K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104- 1.09% |
$6.71K - $8.35K
|
9.4K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-191- 2.93% |
$12.3K - $15.3K
|
6.34K
$675K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 41.84% |
$12.9K - $16.1K
|
278
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-306- 5.97% |
$19.7K - $24.6K
|
4.82K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-310- 2.23% |
$20K - $24.9K
|
13.6K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-322- 6.25% |
$20.8K - $25.9K
|
4.83K
$514K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-330- 17.37% |
$21.3K - $26.5K
|
1.57K
$167K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-330- 17.37% |
$21.3K - $26.5K
|
1.57K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-344- 8.31% |
$22.2K - $27.6K
|
3.79K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-435- 11.02% |
$28K - $34.9K
|
3.51K
$374K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-439- 7.37% |
$28.3K - $35.3K
|
5.52K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 16.57% |
$32.2K - $40.2K
|
2.52K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-609- 5.12% |
$39.3K - $48.9K
|
11.3K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-680- 57.43% |
$43.8K - $54.6K
|
504
$53.7K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-703- 11.08% |
$45.3K - $56.5K
|
5.64K
$601K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-710- 1.79% |
$45.8K - $57K
|
39K
$4.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-767- 11.09% |
$49.5K - $61.6K
|
6.15K
$655K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-780- 27.61% |
$50.3K - $62.6K
|
2.05K
$218K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-817- 22.13% |
$52.7K - $65.6K
|
2.87K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-908- 92.46% |
$58.5K - $72.9K
|
74
$7.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1K- 18.52% |
$64.5K - $80.3K
|
4.4K
$469K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 10.23% |
$70.1K - $87.3K
|
9.54K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.45K- 25.39% |
$93.5K - $116K
|
4.26K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.45K- 8.31% |
$93.5K - $116K
|
16K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.5K- 17.99% |
$161K - $201K
|
11.4K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.67K- 5.7% |
$301K - $375K
|
77.3K
$8.23M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-5.34K- 5.82% |
$345K - $429K
|
86.4K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.23K- 49.12% |
$466K - $580K
|
7.49K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.9K- 79.7% |
$767K - $955K
|
3.03K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-121K- 64.81% |
$7.8M - $9.72M
|
65.7K
$7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-175K- 76.32% |
$11.3M - $14.1M
|
54.3K
$5.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-324K- 78.63% |
$20.9M - $26M
|
88K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-655K- 24.21% |
$42.2M - $52.6M
|
2.05M
$218M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-884K- 71.42% |
$57M - $71M
|
354K
$37.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.05M- 67.72% |
$67.7M - $84.3M
|
500K
$53.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38M- 36.63% |
$89.2M - $111M
|
2.39M
$255M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.84M- 38.84% |
$119M - $148M
|
2.9M
$309M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.84M- 38.84% |
$119M - $148M
|
2.9M
$309M
|