Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.08K+ 1008.33% |
$352K - $490K
|
5.59K
$607K
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
4.75KNew |
$329K - $458K
|
4.75K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.62KNew |
$321K - $446K
|
4.62K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.52K+ 2.18% |
$314K - $436K
|
212K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.14K+ 29.79% |
$287K - $400K
|
18.1K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4KNew |
$277K - $386K
|
4K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.9KNew |
$271K - $377K
|
3.9K
$424K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77KNew |
$262K - $364K
|
3.77K
$410K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47KNew |
$240K - $334K
|
3.47K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.2KNew |
$222K - $309K
|
3.2K
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.2KNew |
$222K - $308K
|
3.2K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.15KNew |
$219K - $304K
|
3.15K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 72.12% |
$218K - $303K
|
7.51K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.07KNew |
$213K - $296K
|
3.07K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 20.56% |
$213K - $296K
|
18K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.05KNew |
$211K - $294K
|
3.05K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.01KNew |
$209K - $290K
|
3.01K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.99KNew |
$208K - $289K
|
2.99K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.98KNew |
$207K - $288K
|
2.98K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97KNew |
$206K - $287K
|
2.97K
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.97KNew |
$206K - $286K
|
2.97K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 37.28% |
$205K - $286K
|
10.9K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.89KNew |
$200K - $278K
|
2.89K
$314K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.81K+ 72.9% |
$195K - $271K
|
6.66K
$724K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.75K+ 11.13% |
$190K - $265K
|
27.4K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.7KNew |
$187K - $260K
|
2.7K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.57KNew |
$178K - $248K
|
2.57K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.53KNew |
$176K - $244K
|
2.53K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.5KNew |
$173K - $241K
|
2.5K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.46KNew |
$171K - $238K
|
2.46K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.46KNew |
$171K - $237K
|
2.46K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.45KNew |
$170K - $236K
|
2.45K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.43KNew |
$169K - $235K
|
2.43K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.34KNew |
$163K - $226K
|
2.34K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.3KNew |
$160K - $222K
|
2.3K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 164.28% |
$159K - $221K
|
3.69K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.26KNew |
$157K - $218K
|
2.26K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$146K - $203K
|
2.1K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.09KNew |
$145K - $202K
|
2.09K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.91K+ 142.64% |
$132K - $184K
|
3.25K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68K+ 15.68% |
$117K - $162K
|
12.4K
$1.35M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.65K+ 7.91% |
$114K - $159K
|
22.5K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.58K+ 33.87% |
$110K - $152K
|
6.25K
$679K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$96K - $134K
|
1.38K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 3.6% |
$92.2K - $128K
|
38.3K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.33K+ 39.85% |
$91.9K - $128K
|
4.65K
$506K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.25K+ 3.79% |
$86.8K - $121K
|
34.3K
$3.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 16.0% |
$85.1K - $118K
|
8.9K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.16K+ 10.34% |
$80.2K - $112K
|
12.3K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.15KNew |
$79.6K - $111K
|
1.15K
$125K
|