Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
371+ 3.36% |
$26.6K - $32K
|
11.4K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
369+ 5.1% |
$26.5K - $31.8K
|
7.6K
$810K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
320+ 2.13% |
$23K - $27.6K
|
15.4K
$1.63M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
300New |
$21.5K - $25.9K
|
300
$32K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
299+ 2.96% |
$21.5K - $25.8K
|
10.4K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
297+ 2.12% |
$21.3K - $25.6K
|
14.3K
$1.53M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
288+ 4.55% |
$20.7K - $24.8K
|
6.62K
$705K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
213+ 1.36% |
$15.3K - $18.4K
|
15.9K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
212+ 2.83% |
$15.2K - $18.3K
|
7.71K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
204+ 2.37% |
$14.6K - $17.6K
|
8.83K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
204+ 6.21% |
$14.6K - $17.6K
|
3.49K
$372K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200New |
$14.4K - $17.3K
|
200
$21.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
193New |
$13.9K - $16.7K
|
193
$20.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
175+ 5.68% |
$12.6K - $15.1K
|
3.26K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
158New |
$11.3K - $13.6K
|
158
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
157New |
$11.3K - $13.5K
|
157
$16.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$10.8K - $12.9K
|
150
$16K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
144New |
$10.3K - $12.4K
|
144
$15.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 42.55% |
$9.83K - $11.8K
|
459
$48.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 0.45% |
$8.97K - $10.8K
|
27.6K
$2.94M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
120New |
$8.61K - $10.4K
|
120
$12.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
100New |
$7.18K - $8.63K
|
100
$10.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$7.18K - $8.63K
|
100
$10.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
92New |
$6.6K - $7.94K
|
92
$9.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
83+ 1.65% |
$5.96K - $7.16K
|
5.12K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
83New |
$5.96K - $7.16K
|
83
$8.84K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76New |
$5.46K - $6.56K
|
76
$8.09K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
65+ 1.39% |
$4.67K - $5.61K
|
4.74K
$504K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50New |
$3.59K - $4.31K
|
50
$5.33K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 7.76% |
$2.44K - $2.93K
|
472
$50.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
32New |
$2.3K - $2.76K
|
32
$3.41K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
28+ 2.42% |
$2.01K - $2.42K
|
1.18K
$126K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
24+ 0.11% |
$1.72K - $2.07K
|
22.4K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20+ 0.6% |
$1.44K - $1.73K
|
3.36K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13+ 0.31% |
$933 - $1.12K
|
4.21K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
11+ 0.16% |
$790 - $949
|
7.03K
$749K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
6+ 0.18% |
$431 - $518
|
3.35K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
5New |
$359 - $431
|
5
$533
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.11% |
$287 - $345
|
3.7K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4+ 0.11% |
$287 - $345
|
3.75K
$400K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.1% |
$287 - $345
|
4.18K
$445K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4+ 0.06% |
$287 - $345
|
6.45K
$687K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$144 - $173
|
1.07K
$114K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.29% |
$71.8 - $86.3
|
342
$36.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.19% |
$71.8 - $86.3
|
531
$56.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.24% |
$215 - $259
|
1.23K
$131K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.09% |
$359 - $431
|
5.69K
$606K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-5- 41.67% |
$359 - $431
|
7
$746
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-25Closed |
$1.79K - $2.16K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 9.09% |
$2.15K - $2.59K
|
300
$32K
|