Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P BIOTECH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
6.58K+ 17.01% |
$534K - $760K
|
45.3K
$4.16M
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.55K+ 44.67% |
$531K - $756K
|
21.2K
$1.95M
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.45K+ 234.55% |
$523K - $745K
|
9.2K
$845K
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
6.38K+ 51.98% |
$517K - $737K
|
18.7K
$1.71M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.78KNew |
$469K - $667K
|
5.78K
$531K
|
|
Apr 20, 2022
Q1 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.74K+ 20.32% |
$465K - $663K
|
34K
$3.12M
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.72K+ 2.96% |
$464K - $661K
|
199K
$18.3M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.63K+ 70.6% |
$456K - $650K
|
13.6K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.58K+ 275.44% |
$452K - $644K
|
7.6K
$698K
|
|
May 11, 2022
Q1 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
5.53KNew |
$448K - $638K
|
5.53K
$507K
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
5.45K+ 7.6% |
$442K - $629K
|
77.1K
$7.08M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
5.44K+ 115.68% |
$441K - $628K
|
10.1K
$931K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.36K+ 40.28% |
$434K - $618K
|
18.7K
$1.71M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.35KNew |
$434K - $617K
|
5.35K
$491K
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
BUY
|
- |
5.34KNew |
$433K - $616K
|
5.34K
$490K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.32K+ 72.88% |
$431K - $614K
|
12.6K
$1.16M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.3K+ 47.83% |
$430K - $612K
|
16.4K
$1.5M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.29K+ 101.17% |
$428K - $610K
|
10.5K
$965K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.19K+ 52.14% |
$421K - $599K
|
15.1K
$1.39M
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.13K+ 2.66% |
$416K - $592K
|
198K
$18.2M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.1KNew |
$413K - $588K
|
5.1K
$468K
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.03KNew |
$408K - $580K
|
5.03K
$462K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.02K+ 133.26% |
$407K - $580K
|
8.79K
$808K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02KNew |
$407K - $579K
|
5.02K
$461K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.88K+ 23.83% |
$396K - $563K
|
25.4K
$2.33M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.83K+ 10.46% |
$392K - $558K
|
51K
$4.68M
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.81K+ 5.78% |
$390K - $555K
|
87.9K
$8.07M
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
4.75K+ 72.3% |
$385K - $548K
|
11.3K
$1.04M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
4.75K+ 12.27% |
$385K - $548K
|
43.4K
$3.99M
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.67KNew |
$378K - $539K
|
4.67K
$429K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.67K+ 251.64% |
$378K - $539K
|
6.52K
$599K
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
4.66KNew |
$377K - $537K
|
4.66K
$428K
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.29KNew |
$348K - $495K
|
4.29K
$394K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.27K+ 24.5% |
$346K - $493K
|
21.7K
$1.99M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.25K+ 82.72% |
$344K - $490K
|
9.38K
$861K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
4.13K+ 3.41% |
$335K - $476K
|
125K
$11.5M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.12K+ 3.64% |
$334K - $476K
|
117K
$10.8M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$327K - $466K
|
4.04K
$371K
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.02K+ 38.69% |
$326K - $464K
|
14.4K
$1.32M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.97KNew |
$322K - $458K
|
3.97K
$365K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.96K+ 43.08% |
$321K - $457K
|
13.1K
$1.21M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.94K+ 12.4% |
$319K - $454K
|
35.7K
$3.27M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.87K+ 10.37% |
$314K - $447K
|
41.2K
$3.78M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.85KNew |
$312K - $444K
|
3.85K
$353K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.77KNew |
$305K - $435K
|
3.77K
$346K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 23.53% |
$289K - $411K
|
18.7K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.53KNew |
$286K - $407K
|
3.53K
$324K
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.39KNew |
$274K - $391K
|
3.39K
$311K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.37KNew |
$273K - $389K
|
3.37K
$309K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$269K - $383K
|
3.32K
$305K
|