Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.28K+ 575.96% |
$248K - $279K
|
3.85K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.16KNew |
$239K - $268K
|
3.16K
$336K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.06K+ 35.78% |
$232K - $260K
|
11.6K
$1.24M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.95KNew |
$223K - $251K
|
2.95K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.94KNew |
$222K - $250K
|
2.94K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$198K - $223K
|
2.62K
$279K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.56K+ 6.55% |
$193K - $217K
|
41.6K
$4.43M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2KNew |
$151K - $170K
|
2K
$213K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 30.04% |
$139K - $156K
|
7.94K
$846K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.35KNew |
$102K - $115K
|
1.35K
$144K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.34K+ 3.09% |
$102K - $114K
|
44.8K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1KNew |
$75.6K - $85K
|
1K
$107K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
989New |
$74.8K - $84.1K
|
989
$105K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
817+ 28.43% |
$61.8K - $69.5K
|
3.69K
$393K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
798+ 10.52% |
$60.4K - $67.8K
|
8.38K
$893K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
713+ 5.29% |
$53.9K - $60.6K
|
14.2K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
685+ 17.58% |
$51.8K - $58.2K
|
4.58K
$488K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
551+ 1.7% |
$41.7K - $46.8K
|
33K
$3.52M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$37.8K - $42.5K
|
500
$53.3K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
454New |
$34.3K - $38.6K
|
454
$48.4K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 1580.77% |
$31.1K - $34.9K
|
437
$46.5K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
396+ 9.72% |
$30K - $33.7K
|
4.47K
$476K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
371+ 2.25% |
$28.1K - $31.5K
|
16.8K
$1.79M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
333New |
$25.2K - $28.3K
|
333
$35.5K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 5.94% |
$19.1K - $21.5K
|
4.51K
$481K
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
250+ 0.51% |
$18.9K - $21.3K
|
49.6K
$5.29M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
241+ 9.57% |
$18.2K - $20.5K
|
2.76K
$294K
|
|
Oct 12, 2023
Q3 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
171+ 0.81% |
$12.9K - $14.5K
|
21.3K
$2.27M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
133New |
$10.1K - $11.3K
|
133
$14.2K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
110+ 2.75% |
$8.32K - $9.35K
|
4.11K
$438K
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
100+ 1.92% |
$7.56K - $8.5K
|
5.3K
$565K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
93New |
$7.03K - $7.91K
|
93
$9.91K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
86+ 0.35% |
$6.51K - $7.31K
|
24.7K
$2.63M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
83New |
$6.28K - $7.06K
|
83
$8.84K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
79+ 1.25% |
$5.98K - $6.72K
|
6.42K
$683K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
72+ 6.7% |
$5.45K - $6.12K
|
1.15K
$122K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
59+ 2.33% |
$4.46K - $5.02K
|
2.59K
$276K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
51+ 0.74% |
$3.86K - $4.34K
|
6.91K
$736K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51New |
$3.86K - $4.34K
|
51
$5.43K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
46+ 0.24% |
$3.48K - $3.91K
|
19.5K
$2.08M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38+ 1.42% |
$2.87K - $3.23K
|
2.71K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.19% |
$1.97K - $2.21K
|
13.6K
$1.44M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
25New |
$1.89K - $2.13K
|
25
$2.66K
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
25+ 0.54% |
$1.89K - $2.13K
|
4.67K
$497K
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
24+ 0.34% |
$1.82K - $2.04K
|
7.17K
$764K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
21+ 0.25% |
$1.59K - $1.79K
|
8.43K
$898K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11New |
$832 - $935
|
11
$1.17K
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.25% |
$681 - $765
|
3.62K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.91% |
$681 - $765
|
479
$51K
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8+ 0.13% |
$605 - $680
|
5.98K
$637K
|