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 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 0.17% |
$1.54K - $1.93K
|
12.7K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20New |
$1.46K - $1.84K
|
20
$1.86K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
20+ 0.47% |
$1.46K - $1.84K
|
4.25K
$395K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 900.0% |
$1.32K - $1.66K
|
20
$1.86K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 31.25% |
$1.1K - $1.38K
|
63
$5.85K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 130.0% |
$951 - $1.2K
|
23
$2.14K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.56% |
$878 - $1.1K
|
2.14K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10+ 0.14% |
$731 - $920
|
6.97K
$647K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.07% |
$366 - $460
|
6.8K
$631K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2+ 1.25% |
$146 - $184
|
162
$15K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.17% |
$146 - $184
|
1.21K
$113K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2- 0.07% |
$146 - $184
|
3.07K
$285K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5- 0.02% |
$366 - $460
|
26.9K
$2.5M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.04% |
$366 - $460
|
11.3K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 8.43% |
$512 - $644
|
76
$7.06K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-9- 2.78% |
$658 - $828
|
315
$29.3K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-12- 0.44% |
$878 - $1.1K
|
2.7K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 90.0% |
$1.32K - $1.66K
|
2
$186
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 1.38% |
$1.46K - $1.84K
|
1.43K
$132K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22Closed |
$1.61K - $2.02K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-25- 0.77% |
$1.83K - $2.3K
|
3.24K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26- 34.21% |
$1.9K - $2.39K
|
50
$4.64K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-40- 0.6% |
$2.93K - $3.68K
|
6.6K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-50- 0.99% |
$3.66K - $4.6K
|
5K
$464K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-50Closed |
$3.66K - $4.6K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 1.17% |
$3.66K - $4.6K
|
4.22K
$392K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-52- 1.53% |
$3.8K - $4.78K
|
3.34K
$310K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-54- 0.4% |
$3.95K - $4.97K
|
13.6K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-56- 1.03% |
$4.1K - $5.15K
|
5.39K
$501K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-60- 3.01% |
$4.39K - $5.52K
|
1.94K
$180K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-60- 1.53% |
$4.39K - $5.52K
|
3.87K
$360K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-63- 0.89% |
$4.61K - $5.79K
|
7.04K
$654K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-68- 1.31% |
$4.97K - $6.25K
|
5.13K
$476K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-75- 4.64% |
$5.48K - $6.9K
|
1.54K
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-75- 2.85% |
$5.48K - $6.9K
|
2.56K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-80- 0.87% |
$5.85K - $7.36K
|
9.07K
$842K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-100- 1.27% |
$7.31K - $9.2K
|
7.79K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 1.71% |
$7.31K - $9.2K
|
5.75K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-100- 0.29% |
$7.31K - $9.2K
|
34.6K
$3.21M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 1.33% |
$7.31K - $9.2K
|
7.42K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 20.0% |
$7.31K - $9.2K
|
400
$37.1K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-105- 0.29% |
$7.68K - $9.66K
|
36.5K
$3.39M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-119- 2.36% |
$8.7K - $10.9K
|
4.92K
$456K
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-124- 3.12% |
$9.07K - $11.4K
|
3.85K
$358K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-125- 0.97% |
$9.14K - $11.5K
|
12.8K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 1.92% |
$9.14K - $11.5K
|
6.4K
$594K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-125- 13.62% |
$9.14K - $11.5K
|
793
$73.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-127- 98.45% |
$9.29K - $11.7K
|
2
$186
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-148- 1.86% |
$10.8K - $13.6K
|
7.81K
$725K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-149- 3.4% |
$10.9K - $13.7K
|
4.23K
$393K
|