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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
626+ 142.92% |
$65.4K - $78.7K
|
1.06K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
624New |
$65.2K - $78.4K
|
624
$62.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
591+ 1.31% |
$61.8K - $74.3K
|
45.6K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
585+ 10.8% |
$61.1K - $73.5K
|
6K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
552+ 463.87% |
$57.7K - $69.4K
|
671
$67.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
495New |
$51.7K - $62.2K
|
495
$49.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482+ 5.06% |
$50.4K - $60.6K
|
10K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
433New |
$45.2K - $54.4K
|
433
$43.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
431+ 1873.91% |
$45K - $54.2K
|
454
$45.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
410+ 13.06% |
$42.8K - $51.5K
|
3.55K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
388+ 5.31% |
$40.5K - $48.7K
|
7.69K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
335+ 2.33% |
$35K - $42.1K
|
14.7K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306+ 7.64% |
$32K - $38.4K
|
4.31K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
300New |
$31.4K - $37.7K
|
300
$30.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
290New |
$30.3K - $36.4K
|
290
$29.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
261+ 7.69% |
$27.3K - $32.8K
|
3.65K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
259+ 1.69% |
$27.1K - $32.5K
|
15.6K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
229+ 2.26% |
$23.9K - $28.8K
|
10.4K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
171New |
$17.9K - $21.5K
|
171
$17.2K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
168+ 0.14% |
$17.6K - $21.1K
|
116K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 1844.44% |
$17.3K - $20.9K
|
175
$17.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
154New |
$16.1K - $19.3K
|
154
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
146New |
$15.3K - $18.3K
|
146
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
144New |
$15K - $18.1K
|
144
$14.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
140+ 13.75% |
$14.6K - $17.6K
|
1.16K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
137+ 0.35% |
$14.3K - $17.2K
|
39.8K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
103+ 1.01% |
$10.8K - $12.9K
|
10.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 50.0% |
$10.5K - $12.6K
|
300
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$10.5K - $12.6K
|
100
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
70+ 2.23% |
$7.32K - $8.79K
|
3.2K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
63+ 2.49% |
$6.58K - $7.92K
|
2.6K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
57+ 1.23% |
$5.96K - $7.16K
|
4.67K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
50+ 45.45% |
$5.23K - $6.28K
|
160
$16.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48+ 1.83% |
$5.02K - $6.03K
|
2.67K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
46New |
$4.81K - $5.78K
|
46
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
44New |
$4.6K - $5.53K
|
44
$4.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
44+ 0.39% |
$4.6K - $5.53K
|
11.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39New |
$4.08K - $4.9K
|
39
$3.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
35+ 1.51% |
$3.66K - $4.4K
|
2.35K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33New |
$3.45K - $4.15K
|
33
$3.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
31+ 1.8% |
$3.24K - $3.89K
|
1.75K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
30New |
$3.14K - $3.77K
|
30
$3.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 67.44% |
$3.03K - $3.64K
|
72
$7.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.14% |
$2.19K - $2.64K
|
14.8K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
20New |
$2.09K - $2.51K
|
20
$2.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
$2.09K - $2.51K
|
20
$2.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 0.13% |
$1.99K - $2.39K
|
14.9K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$1.05K - $1.26K
|
10
$1.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.05K - $1.26K
|
2.54K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$941 - $1.13K
|
9
$906
|