Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.7KNew |
$1.33M - $1.59M
|
12.7K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.05KNew |
$632K - $760K
|
6.05K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81KNew |
$502K - $604K
|
4.81K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.82K+ 86.08% |
$399K - $479K
|
8.25K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.73K+ 137.97% |
$390K - $468K
|
6.43K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51KNew |
$366K - $440K
|
3.51K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.13K+ 118.73% |
$327K - $394K
|
5.77K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.8K+ 36.32% |
$293K - $352K
|
10.5K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4K+ 81.16% |
$251K - $302K
|
5.36K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 26.27% |
$222K - $267K
|
10.2K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.08KNew |
$217K - $261K
|
2.08K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.46K+ 30.72% |
$152K - $183K
|
6.19K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
868+ 46.12% |
$90.7K - $109K
|
2.75K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 21.72% |
$83.6K - $101K
|
4.48K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
791+ 10.87% |
$82.7K - $99.4K
|
8.07K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
717+ 3.95% |
$74.9K - $90.1K
|
18.9K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
624New |
$65.2K - $78.4K
|
624
$69.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
495New |
$51.7K - $62.2K
|
495
$55K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
433New |
$45.2K - $54.4K
|
433
$48.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
259+ 1.69% |
$27.1K - $32.5K
|
15.6K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
229+ 2.26% |
$23.9K - $28.8K
|
10.4K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
171New |
$17.9K - $21.5K
|
171
$19K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
144New |
$15K - $18.1K
|
144
$16K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 1.23% |
$5.96K - $7.16K
|
4.67K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50+ 45.45% |
$5.23K - $6.28K
|
160
$17.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39New |
$4.08K - $4.9K
|
39
$4.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33New |
$3.45K - $4.15K
|
33
$3.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31+ 1.8% |
$3.24K - $3.89K
|
1.75K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.14% |
$2.19K - $2.64K
|
14.8K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
20New |
$2.09K - $2.51K
|
20
$2.22K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.05K - $1.26K
|
2.54K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$941 - $1.13K
|
9
$1K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$627 - $754
|
3.64K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.04% |
$523 - $628
|
12.2K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4+ 0.15% |
$418 - $503
|
2.73K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$314 - $377
|
3.99K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $251
|
3.71K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.42% |
$105 - $126
|
237
$26.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 1.92% |
$105 - $126
|
51
$5.67K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 9.06% |
$26.1K - $31.4K
|
2.51K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-273- 4.48% |
$28.5K - $34.3K
|
5.82K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-275- 1.06% |
$28.7K - $34.6K
|
25.7K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-288- 1.28% |
$30.1K - $36.2K
|
22.2K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-365- 4.38% |
$38.1K - $45.9K
|
7.96K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-465- 10.37% |
$48.6K - $58.4K
|
4.02K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 16.86% |
$65.2K - $78.4K
|
3.08K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 24.3% |
$140K - $168K
|
4.17K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.41K- 58.76% |
$357K - $429K
|
2.4K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.88KClosed |
$406K - $488K
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.35K- 98.64% |
$559K - $672K
|
74
$8.23K
|