Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q1 2023. 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 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
7.15K
New
$523K - $657K
7.15K $652K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
7.02K
+ 16.61%
$513K - $645K
49.3K $4.49M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.95K
New
$508K - $639K
6.95K $634K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.87K
+ 10.09%
$503K - $632K
75K $6.84M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
6.8K
New
$497K - $625K
6.8K $620K
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

BUY
 -
6K
+ 146.34%
$439K - $552K
10.1K $921K
May 15, 2023 Q1 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
5.83K
New
$426K - $536K
5.83K $531K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
5.76K
+ 88.28%
$421K - $530K
12.3K $1.12M
May 15, 2023 Q1 2023
Utah Peaks Capital Inc

Park City, UT
BUY
 -
5.5K
New
$402K - $506K
5.5K $502K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5.42K
+ 7.01%
$396K - $499K
82.7K $7.54M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
5.33K
New
$390K - $490K
5.33K $486K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.14K
+ 191.79%
$376K - $473K
7.82K $713K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
5.05K
+ 4.02%
$369K - $464K
131K $11.9M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.95K
+ 36.94%
$362K - $455K
18.3K $1.67M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
4.78K
New
$350K - $440K
4.78K $436K
Apr 17, 2023 Q1 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
4.72K
+ 32.65%
$345K - $434K
19.2K $1.75M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
4.47K
+ 3.45%
$327K - $411K
134K $12.2M
May 15, 2023 Q1 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
4.44K
+ 9.54%
$325K - $408K
51K $4.65M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
4.16K
+ 60.03%
$304K - $383K
11.1K $1.01M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
4.1K
+ 24.27%
$300K - $377K
21K $1.91M
May 15, 2023 Q1 2023
Dafna Capital Management LLC

Los Angeles, CA
BUY
 -
4K
+ 0.71%
$293K - $368K
570K $52M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
3.94K
+ 9.35%
$288K - $362K
46.1K $4.2M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
3.88K
New
$284K - $357K
3.88K $354K
May 09, 2023 Q1 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
3.8K
+ 80.07%
$278K - $349K
8.55K $779K
May 09, 2023 Q1 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
3.76K
New
$275K - $345K
3.76K $342K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
3.53K
+ 62.31%
$258K - $325K
9.2K $839K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
3.45K
New
$252K - $317K
3.45K $314K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
3.42K
New
$250K - $314K
3.42K $312K
May 15, 2023 Q1 2023
Greenland Capital Management LP

New York, NY
BUY
 -
3.35K
New
$245K - $308K
3.35K $306K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
3.29K
+ 4.8%
$240K - $302K
71.8K $6.55M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.28K
+ 59.77%
$240K - $302K
8.78K $801K
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.22K
New
$235K - $296K
3.22K $294K
May 15, 2023 Q1 2023
Gyl Financial Synergies, LLC

BUY
 -
3.19K
New
$233K - $293K
3.19K $291K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
3.09K
New
$226K - $285K
3.09K $282K
Apr 12, 2023 Q1 2023
Von Berge Wealth Management Group, LLC

BUY
 -
3K
New
$219K - $276K
3K $274K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
2.97K
New
$217K - $273K
2.97K $271K
Apr 17, 2023 Q1 2023
Bourgeon Capital Management LLC

BUY
 -
2.92K
+ 231.51%
$213K - $268K
4.18K $381K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
2.7K
New
$198K - $248K
2.7K $246K
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
2.68K
New
$196K - $246K
2.68K $244K
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
2.67K
New
$195K - $246K
2.67K $244K
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

BUY
 -
2.6K
+ 3.07%
$190K - $239K
87.2K $7.95M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.56K
+ 49.24%
$187K - $236K
7.77K $709K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
2.53K
+ 12.97%
$185K - $233K
22.1K $2.01M
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
2.4K
+ 8.0%
$175K - $220K
32.3K $2.95M
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
2.25K
+ 12.06%
$165K - $207K
21K $1.91M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.11K
+ 13.92%
$154K - $194K
17.2K $1.57M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.1K
New
$154K - $193K
2.1K $192K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.05K
+ 33.75%
$150K - $188K
8.11K $739K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
2K
New
$146K - $184K
2K $182K

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