Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-96- 64.86% |
$9.62K - $10.6K
|
52
$5.54K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-99- 0.9% |
$9.92K - $10.9K
|
10.9K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-100- 3.68% |
$10K - $11K
|
2.62K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-106- 0.9% |
$10.6K - $11.7K
|
11.7K
$1.25M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-110- 2.68% |
$11K - $12.1K
|
4K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-110- 2.68% |
$11K - $12.1K
|
4K
$426K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-129- 12.26% |
$12.9K - $14.2K
|
923
$98.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-130- 2.56% |
$13K - $14.3K
|
4.95K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-147- 5.11% |
$14.7K - $16.2K
|
2.73K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-190- 1.82% |
$19K - $20.9K
|
10.2K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-216- 8.38% |
$21.6K - $23.8K
|
2.36K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-220- 6.76% |
$22K - $24.2K
|
3.04K
$323K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-280- 44.8% |
$28K - $30.8K
|
345
$36.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-303- 6.7% |
$30.3K - $33.4K
|
4.22K
$449K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-324- 11.92% |
$32.5K - $35.7K
|
2.4K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-338- 26.91% |
$33.9K - $37.2K
|
918
$97.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-382- 8.62% |
$38.3K - $42.1K
|
4.05K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-387- 3.45% |
$38.8K - $42.6K
|
10.8K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-437- 5.67% |
$43.8K - $48.1K
|
7.28K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-445Closed |
$44.6K - $49K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-470- 12.38% |
$47.1K - $51.8K
|
3.33K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-499- 12.99% |
$50K - $55K
|
3.34K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-544- 23.58% |
$54.5K - $59.9K
|
1.76K
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-640- 22.38% |
$64.1K - $70.5K
|
2.22K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-655- 2.36% |
$65.6K - $72.1K
|
27.1K
$2.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-771- 1.28% |
$77.2K - $84.9K
|
59.5K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-786- 20.02% |
$78.7K - $86.6K
|
3.14K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-789- 9.61% |
$79K - $86.9K
|
7.42K
$791K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-792- 26.27% |
$79.3K - $87.2K
|
2.22K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-878- 11.64% |
$87.9K - $96.7K
|
6.67K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 8.77% |
$106K - $117K
|
11K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.12K- 16.62% |
$112K - $124K
|
5.63K
$599K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.22K- 8.93% |
$122K - $134K
|
12.4K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25K- 21.94% |
$125K - $137K
|
4.43K
$472K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.26K- 5.22% |
$126K - $138K
|
22.8K
$2.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.35K- 5.91% |
$135K - $148K
|
21.4K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.42K- 1.56% |
$142K - $156K
|
89.3K
$9.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.52K- 9.58% |
$152K - $167K
|
14.3K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.59K- 3.92% |
$160K - $175K
|
39K
$4.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.75K- 35.22% |
$176K - $193K
|
3.22K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 25.08% |
$200K - $220K
|
5.97K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.06K- 16.55% |
$207K - $227K
|
10.4K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.1K- 30.07% |
$210K - $231K
|
4.88K
$519K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.82K- 22.44% |
$282K - $310K
|
9.74K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.83K- 84.97% |
$283K - $311K
|
500
$53.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.13K- 48.94% |
$313K - $344K
|
3.26K
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.47K- 62.95% |
$348K - $382K
|
2.04K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 9.3% |
$361K - $397K
|
35.1K
$3.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.05K- 57.36% |
$606K - $666K
|
4.5K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-6.5K- 86.67% |
$651K - $716K
|
1K
$107K
|