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 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
232+ 0.69% |
$17K - $21.3K
|
34K
$3.16M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
231+ 7.18% |
$16.9K - $21.2K
|
3.45K
$320K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
221+ 63.14% |
$16.2K - $20.3K
|
571
$53K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
219+ 29.63% |
$16K - $20.1K
|
958
$89K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
203+ 9.5% |
$14.8K - $18.7K
|
2.34K
$217K
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
196+ 2.41% |
$14.3K - $18K
|
8.33K
$774K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
182+ 0.49% |
$13.3K - $16.7K
|
37.1K
$3.44M
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.84% |
$11.4K - $14.3K
|
8.63K
$801K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
156New |
$11.4K - $14.3K
|
156
$14.5K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
150+ 4.36% |
$11K - $13.8K
|
3.59K
$334K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
146New |
$10.7K - $13.4K
|
146
$13.6K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
135+ 0.65% |
$9.87K - $12.4K
|
20.8K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
134+ 7.64% |
$9.8K - $12.3K
|
1.89K
$175K
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
130+ 0.58% |
$9.51K - $12K
|
22.6K
$2.1M
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
125+ 0.59% |
$9.14K - $11.5K
|
21.4K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
114+ 211.11% |
$8.34K - $10.5K
|
168
$15.6K
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
109New |
$7.97K - $10K
|
109
$10.1K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
108+ 144.0% |
$7.9K - $9.93K
|
183
$17K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
108+ 2.99% |
$7.9K - $9.93K
|
3.72K
$345K
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
105+ 3.62% |
$7.68K - $9.66K
|
3.01K
$279K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
104New |
$7.61K - $9.56K
|
104
$9.66K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
101+ 1.05% |
$7.39K - $9.29K
|
9.69K
$900K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.84% |
$7.31K - $9.2K
|
12K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100New |
$7.31K - $9.2K
|
100
$9.29K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 9.99% |
$6.58K - $8.28K
|
991
$92K
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
90+ 2.14% |
$6.58K - $8.28K
|
4.29K
$398K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
84+ 1.43% |
$6.14K - $7.73K
|
5.94K
$552K
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
70+ 1.48% |
$5.12K - $6.44K
|
4.82K
$447K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 1.66% |
$4.53K - $5.7K
|
3.8K
$353K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
62+ 0.81% |
$4.53K - $5.7K
|
7.69K
$714K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
60New |
$4.39K - $5.52K
|
60
$5.57K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 116.33% |
$4.17K - $5.24K
|
106
$9.84K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
54+ 1.66% |
$3.95K - $4.97K
|
3.3K
$307K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
50+ 11.01% |
$3.66K - $4.6K
|
504
$46.8K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
50+ 3.2% |
$3.66K - $4.6K
|
1.61K
$150K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
50New |
$3.66K - $4.6K
|
50
$4.64K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
50New |
$3.66K - $4.6K
|
50
$4.64K
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
45+ 1.2% |
$3.29K - $4.14K
|
3.8K
$352K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43+ 1.69% |
$3.14K - $3.95K
|
2.59K
$240K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
40+ 0.68% |
$2.93K - $3.68K
|
5.95K
$553K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
40New |
$2.93K - $3.68K
|
40
$3.71K
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 0.37% |
$2.85K - $3.59K
|
10.7K
$991K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
38New |
$2.78K - $3.49K
|
38
$3.53K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.63K - $3.31K
|
36
$3.34K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$2.19K - $2.76K
|
30
$2.79K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$2.19K - $2.76K
|
30
$2.79K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25+ 0.61% |
$1.83K - $2.3K
|
4.15K
$385K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
24+ 61.54% |
$1.76K - $2.21K
|
63
$5.85K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
24New |
$1.76K - $2.21K
|
24
$2.23K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23+ 1.18% |
$1.68K - $2.12K
|
1.97K
$183K
|