Purchases and Sales Made in Q1 2023 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 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 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.97K+ 10.04% |
$144K - $181K
|
21.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.95K+ 8.6% |
$142K - $179K
|
24.6K
$2.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.91K+ 1.06% |
$139K - $175K
|
182K
$16.6M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.88K+ 14.76% |
$137K - $173K
|
14.6K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.79K+ 12.75% |
$131K - $165K
|
15.8K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.74K+ 2419.44% |
$127K - $160K
|
1.81K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.67K+ 1.48% |
$122K - $154K
|
114K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.61K+ 7.7% |
$117K - $148K
|
22.5K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1.6K+ 1.82% |
$117K - $147K
|
89.6K
$8.17M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.58K+ 1.77% |
$115K - $145K
|
90.5K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 5.23% |
$115K - $145K
|
31.7K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 3.81% |
$113K - $143K
|
42.3K
$3.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.55K+ 7.27% |
$113K - $143K
|
22.9K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.49K+ 1.85% |
$109K - $137K
|
82.1K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 26.13% |
$102K - $129K
|
6.76K
$616K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.38KNew |
$101K - $127K
|
1.38K
$126K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.34K+ 328.12% |
$98.1K - $123K
|
1.75K
$160K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.34K+ 2.24% |
$97.6K - $123K
|
61K
$5.56M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 34.14% |
$96.9K - $122K
|
5.21K
$475K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.28K+ 38.57% |
$93.4K - $117K
|
4.59K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$93K - $117K
|
1.27K
$116K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.23K+ 6.36% |
$90.2K - $113K
|
20.6K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 1.7% |
$88K - $111K
|
72K
$6.57M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.19K+ 14.06% |
$86.7K - $109K
|
9.61K
$877K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 8.0% |
$80.8K - $102K
|
14.9K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.08K+ 0.63% |
$78.6K - $98.9K
|
171K
$15.6M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.01K+ 1.05% |
$74K - $93.1K
|
97.2K
$8.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
960+ 5.26% |
$70.2K - $88.3K
|
19.2K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
952+ 0.2% |
$69.6K - $87.6K
|
475K
$43.3M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
946+ 11.04% |
$69.2K - $87K
|
9.51K
$867K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
930+ 24.95% |
$68K - $85.5K
|
4.66K
$425K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
925+ 17.26% |
$67.6K - $85.1K
|
6.28K
$573K
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
916+ 5.32% |
$67K - $84.2K
|
18.1K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
882+ 8.67% |
$64.5K - $81.1K
|
11.1K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
860New |
$62.9K - $79.1K
|
860
$78.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
850+ 3.86% |
$62.2K - $78.2K
|
22.9K
$2.09M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
850+ 6.38% |
$62.2K - $78.2K
|
14.2K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
816+ 0.74% |
$59.7K - $75K
|
111K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
800+ 2.18% |
$58.5K - $73.6K
|
37.6K
$3.43M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
794+ 114.08% |
$58.1K - $73K
|
1.49K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
791+ 3.82% |
$57.8K - $72.7K
|
21.5K
$1.96M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
782+ 5.22% |
$57.2K - $71.9K
|
15.8K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
712+ 7.25% |
$52.1K - $65.5K
|
10.5K
$961K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
710+ 5.26% |
$51.9K - $65.3K
|
14.2K
$1.3M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
708+ 1.3% |
$51.8K - $65.1K
|
55.3K
$5.05M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
708+ 1.3% |
$51.8K - $65.1K
|
55.3K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
694+ 9.14% |
$50.8K - $63.8K
|
8.29K
$756K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
693+ 7.01% |
$50.7K - $63.7K
|
10.6K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
678+ 8.71% |
$49.6K - $62.4K
|
8.46K
$772K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
675+ 1.49% |
$49.4K - $62.1K
|
45.8K
$4.18M
|