Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
190New |
$18.6K - $23.7K
|
190
$20.7K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
185New |
$18.1K - $23.1K
|
185
$20.1K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
176+ 4.17% |
$17.2K - $22K
|
4.4K
$478K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
169+ 6.9% |
$16.6K - $21.1K
|
2.62K
$285K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
166New |
$16.3K - $20.7K
|
166
$18K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
126+ 2.11% |
$12.3K - $15.7K
|
6.09K
$663K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
120+ 4.72% |
$11.8K - $15K
|
2.66K
$289K
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
110New |
$10.8K - $13.7K
|
110
$12K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 10.89% |
$9.8K - $12.5K
|
1.02K
$111K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
89+ 3.64% |
$8.72K - $11.1K
|
2.53K
$275K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
63New |
$6.17K - $7.87K
|
63
$6.85K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 3.58% |
$4.9K - $6.25K
|
1.45K
$157K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
45New |
$4.41K - $5.62K
|
45
$4.89K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$4.21K - $5.37K
|
43
$4.68K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
43+ 4.33% |
$4.21K - $5.37K
|
1.04K
$113K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
38New |
$3.72K - $4.75K
|
38
$4.13K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
38New |
$3.72K - $4.75K
|
38
$4.13K
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31+ 1.8% |
$3.04K - $3.87K
|
1.75K
$190K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27New |
$2.64K - $3.37K
|
27
$2.94K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 1.73% |
$2.45K - $3.12K
|
1.47K
$160K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
25+ 25.0% |
$2.45K - $3.12K
|
125
$13.6K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
19New |
$1.86K - $2.37K
|
19
$2.07K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.11% |
$1.57K - $2K
|
14.9K
$1.62M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15+ 0.6% |
$1.47K - $1.87K
|
2.53K
$276K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14New |
$1.37K - $1.75K
|
14
$1.52K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10New |
$980 - $1.25K
|
10
$1.09K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.1% |
$588 - $750
|
5.9K
$642K
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.05% |
$294 - $375
|
6K
$652K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3+ 0.08% |
$294 - $375
|
3.64K
$395K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.03% |
$196 - $250
|
7.27K
$791K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$196 - $250
|
3.7K
$403K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1+ 0.03% |
$98 - $125
|
2.92K
$318K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$98 - $125
|
3.98K
$433K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.85% |
$98 - $125
|
119
$12.9K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.15% |
$98 - $125
|
659
$71.7K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7- 46.67% |
$686 - $875
|
8
$870
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-15- 0.74% |
$1.47K - $1.87K
|
2.02K
$219K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-27- 0.98% |
$2.64K - $3.37K
|
2.73K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 0.67% |
$3.43K - $4.37K
|
5.16K
$561K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-35- 0.49% |
$3.43K - $4.37K
|
7.05K
$767K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-36- 1.62% |
$3.53K - $4.5K
|
2.19K
$238K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41- 1.01% |
$4.02K - $5.12K
|
4.01K
$436K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-76- 1.81% |
$7.44K - $9.5K
|
4.13K
$449K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-80- 0.25% |
$7.84K - $10K
|
31.4K
$3.42M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-116- 4.03% |
$11.4K - $14.5K
|
2.76K
$300K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-130- 1.27% |
$12.7K - $16.2K
|
10.1K
$1.1M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-144- 12.04% |
$14.1K - $18K
|
1.05K
$114K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-172- 2.2% |
$16.8K - $21.5K
|
7.63K
$830K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-208- 0.48% |
$20.4K - $26K
|
43K
$4.68M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-212- 2.18% |
$20.8K - $26.5K
|
9.53K
$1.04M
|