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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 37.31% |
$8.11K - $11.5K
|
168
$15.9K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-101- 0.77% |
$8.19K - $11.7K
|
13K
$1.23M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 0.82% |
$10.1K - $14.3K
|
15.1K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-125- 1.77% |
$10.1K - $14.4K
|
6.95K
$657K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-127- 85.23% |
$10.3K - $14.7K
|
22
$2.08K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-138Closed |
$11.2K - $15.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-150- -0.0% |
$12.2K - $17.3K
|
3.09M
$293M
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 42.86% |
$12.2K - $17.3K
|
200
$18.9K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-154- 49.2% |
$12.5K - $17.8K
|
159
$15K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-157- 75.48% |
$12.7K - $18.1K
|
51
$4.82K
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-159- 2.89% |
$12.9K - $18.4K
|
5.35K
$506K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-160- 3.42% |
$13K - $18.5K
|
4.52K
$427K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-162Closed |
$13.1K - $18.7K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-165- 2.71% |
$13.4K - $19K
|
5.93K
$561K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-170- 6.63% |
$13.8K - $19.6K
|
2.39K
$226K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-181- 36.86% |
$14.7K - $20.9K
|
310
$29.3K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-189- 4.34% |
$15.3K - $21.8K
|
4.16K
$394K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-192- 2.66% |
$15.6K - $22.2K
|
7.03K
$664K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$16.2K - $23.1K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-201- 1.69% |
$16.3K - $23.2K
|
11.7K
$1.11M
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-203Closed |
$16.5K - $23.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-208- 32.91% |
$16.9K - $24K
|
424
$40.1K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-213- 5.36% |
$17.3K - $24.6K
|
3.76K
$356K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-220- 31.79% |
$17.8K - $25.4K
|
472
$44.6K
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-225Closed |
$18.2K - $26K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-255- 9.49% |
$20.7K - $29.4K
|
2.43K
$230K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-258- 9.72% |
$20.9K - $29.8K
|
2.4K
$227K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-261Closed |
$21.2K - $30.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-265- 10.5% |
$21.5K - $30.6K
|
2.26K
$214K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-267- 9.37% |
$21.6K - $30.8K
|
2.58K
$244K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-283- 24.33% |
$22.9K - $32.7K
|
880
$83.2K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-285- 10.83% |
$23.1K - $32.9K
|
2.35K
$222K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-299- 75.51% |
$24.2K - $34.5K
|
97
$9.18K
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-300Closed |
$24.3K - $34.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-300Closed |
$24.3K - $34.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-300- 3.46% |
$24.3K - $34.6K
|
8.37K
$792K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-301Closed |
$24.4K - $34.7K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-308- 29.9% |
$25K - $35.6K
|
722
$68.3K
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-310- 3.38% |
$25.1K - $35.8K
|
8.85K
$837K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-315- 19.0% |
$25.5K - $36.4K
|
1.34K
$127K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-325- 11.13% |
$26.3K - $37.5K
|
2.6K
$246K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-333- 4.86% |
$27K - $38.4K
|
6.52K
$617K
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-348- 9.77% |
$28.2K - $40.2K
|
3.22K
$304K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-356- 9.26% |
$28.9K - $41.1K
|
3.49K
$330K
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-358- 0.36% |
$29K - $41.3K
|
98.1K
$9.28M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-380- 2.71% |
$30.8K - $43.9K
|
13.6K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-386- 5.55% |
$31.3K - $44.6K
|
6.58K
$622K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-400- 13.96% |
$32.4K - $46.2K
|
2.47K
$233K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-425- 9.05% |
$34.5K - $49.1K
|
4.27K
$404K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-425Closed |
$34.5K - $49.1K
|
0
$0
|