Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
403New |
$21.8K - $27.2K
|
403
$43.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
296+ 2.53% |
$16K - $20K
|
12K
$1.31M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268+ 1.63% |
$14.5K - $18.1K
|
16.8K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 7.08% |
$13.5K - $16.9K
|
3.8K
$413K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230+ 0.42% |
$12.4K - $15.5K
|
55.5K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
189+ 0.83% |
$10.2K - $12.7K
|
22.9K
$2.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
161New |
$8.69K - $10.9K
|
161
$17.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
147+ 1.99% |
$7.94K - $9.92K
|
7.54K
$820K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
128+ 2.75% |
$6.91K - $8.63K
|
4.78K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 45.91% |
$5.45K - $6.81K
|
321
$34.9K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
95+ 2.01% |
$5.13K - $6.41K
|
4.82K
$524K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
86+ 0.48% |
$4.64K - $5.8K
|
18.1K
$1.97M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
59New |
$3.18K - $3.98K
|
59
$6.42K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 3.32% |
$2K - $2.5K
|
1.15K
$125K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26New |
$1.4K - $1.75K
|
26
$2.83K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25+ 0.27% |
$1.35K - $1.69K
|
9.27K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.25% |
$810 - $1.01K
|
6.07K
$660K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 1.69% |
$486 - $607
|
541
$58.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9+ 0.15% |
$486 - $607
|
5.94K
$646K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 0.13% |
$378 - $472
|
5.6K
$608K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.16% |
$324 - $405
|
3.86K
$420K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.16% |
$324 - $405
|
3.77K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $202
|
8.67K
$943K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3+ 0.28% |
$162 - $202
|
1.08K
$117K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$108 - $135
|
1.9K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.48% |
$54 - $67.5
|
211
$22.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.63% |
$54 - $67.5
|
159
$17.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9- 0.22% |
$486 - $607
|
4.18K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-35- 0.54% |
$1.89K - $2.36K
|
6.49K
$706K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-46- 0.25% |
$2.48K - $3.1K
|
18.2K
$1.98M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 2.9% |
$3.08K - $3.84K
|
1.91K
$208K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-70- 1.75% |
$3.78K - $4.72K
|
3.93K
$427K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-74- 0.73% |
$3.99K - $4.99K
|
10.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-80- 0.65% |
$4.32K - $5.4K
|
12.3K
$1.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 16.13% |
$5.67K - $7.08K
|
546
$59.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-110- 35.48% |
$5.94K - $7.42K
|
200
$21.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116- 43.94% |
$6.26K - $7.82K
|
148
$16.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-133- 3.12% |
$7.18K - $8.97K
|
4.14K
$450K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-145- 3.08% |
$7.83K - $9.78K
|
4.57K
$497K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-149- 16.04% |
$8.04K - $10.1K
|
780
$84.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150- 2.94% |
$8.1K - $10.1K
|
4.95K
$538K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-200- 9.41% |
$10.8K - $13.5K
|
1.93K
$209K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-251- 5.96% |
$13.5K - $16.9K
|
3.96K
$431K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-285- 6.93% |
$15.4K - $19.2K
|
3.83K
$416K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-303- 12.2% |
$16.4K - $20.4K
|
2.18K
$237K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-319- 7.35% |
$17.2K - $21.5K
|
4.02K
$437K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-346- 2.71% |
$18.7K - $23.3K
|
12.4K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-350- 3.19% |
$18.9K - $23.6K
|
10.6K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-456- 29.84% |
$24.6K - $30.8K
|
1.07K
$117K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-494- 28.23% |
$26.7K - $33.3K
|
1.26K
$137K
|