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 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.96K+ 21.79% |
$159K - $227K
|
11K
$986K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.95K+ 57.37% |
$158K - $225K
|
5.34K
$480K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.82K+ 67.96% |
$148K - $210K
|
4.5K
$405K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77K+ 11.01% |
$143K - $204K
|
17.8K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 39.87% |
$140K - $199K
|
6.04K
$543K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.66K+ 22.6% |
$135K - $192K
|
9.01K
$810K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.66K+ 5.27% |
$134K - $191K
|
33.1K
$2.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.65K+ 37.93% |
$134K - $191K
|
6K
$540K
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
BUY
|
- |
1.62K+ 63.66% |
$131K - $186K
|
4.15K
$373K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 22.8% |
$124K - $177K
|
8.25K
$741K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 4.97% |
$122K - $173K
|
31.6K
$2.84M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.5K+ 4.64% |
$121K - $173K
|
33.7K
$3.03M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.47K+ 12.54% |
$119K - $170K
|
13.2K
$1.19M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 21.0% |
$116K - $166K
|
8.26K
$743K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.42K+ 11.42% |
$115K - $164K
|
13.8K
$1.24M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.41K+ 1696.39% |
$114K - $163K
|
1.49K
$134K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 10.74% |
$114K - $162K
|
14.4K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.33K+ 55.22% |
$108K - $153K
|
3.73K
$335K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.31KNew |
$107K - $152K
|
1.31K
$118K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.3K+ 26.8% |
$105K - $150K
|
6.13K
$551K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.13K+ 56.14% |
$91.2K - $130K
|
3.13K
$281K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.11K+ 12.51% |
$90.2K - $128K
|
10K
$900K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04K+ 26.99% |
$84.6K - $121K
|
4.91K
$442K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
1K+ 10.0% |
$81.1K - $115K
|
11K
$989K
|
|
|
Apr 19, 2022
Q1 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
950+ 3.55% |
$77K - $110K
|
27.7K
$2.49M
|
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
900+ 11.39% |
$73K - $104K
|
8.8K
$791K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
875+ 4.53% |
$70.9K - $101K
|
20.2K
$1.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
868+ 11.02% |
$70.4K - $100K
|
8.74K
$786K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
850+ 44.74% |
$68.9K - $98.1K
|
2.75K
$247K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
840+ 763.64% |
$68.1K - $97K
|
950
$85.4K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
839+ 25.01% |
$68K - $96.9K
|
4.19K
$377K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
806+ 7.74% |
$65.3K - $93K
|
11.2K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
800New |
$64.9K - $92.4K
|
800
$71.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
782+ 121.24% |
$63.4K - $90.3K
|
1.43K
$128K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
762+ 11.16% |
$61.8K - $88K
|
7.59K
$682K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
762+ 33.07% |
$61.8K - $88K
|
3.07K
$276K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
755New |
$61.2K - $87.2K
|
755
$67.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
741+ 13.7% |
$60.1K - $85.5K
|
6.15K
$553K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
732+ 31.22% |
$59.3K - $84.5K
|
3.08K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
676New |
$54.8K - $78K
|
676
$60.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
655+ 15.87% |
$53.1K - $75.6K
|
4.78K
$430K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
595+ 14.8% |
$48.2K - $68.7K
|
4.62K
$415K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
593+ 63.22% |
$48.1K - $68.5K
|
1.53K
$138K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
580New |
$47K - $67K
|
580
$52.1K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
560New |
$45.4K - $64.6K
|
560
$50.3K
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
531+ 11.65% |
$43K - $61.3K
|
5.09K
$458K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
500+ 188.68% |
$40.5K - $57.7K
|
765
$68.8K
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
496+ 3.44% |
$40.2K - $57.3K
|
14.9K
$1.34M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
480+ 20.73% |
$38.9K - $55.4K
|
2.8K
$251K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
462+ 5.44% |
$37.5K - $53.3K
|
8.95K
$805K
|