Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.54KNew |
$308K - $364K
|
3.54K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.53K+ 34.93% |
$307K - $363K
|
13.6K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.44KNew |
$299K - $354K
|
3.44K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.35K+ 33.56% |
$291K - $344K
|
13.3K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.31K+ 95.24% |
$288K - $340K
|
6.78K
$537K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.18K+ 28.85% |
$277K - $327K
|
14.2K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.17K+ 13.19% |
$276K - $326K
|
27.2K
$2.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.11K+ 1.64% |
$271K - $320K
|
193K
$15.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 111.5% |
$267K - $315K
|
5.81K
$460K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.05KNew |
$265K - $314K
|
3.05K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.99KNew |
$260K - $308K
|
2.99K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.97KNew |
$259K - $306K
|
2.97K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.96K+ 36.0% |
$257K - $304K
|
11.2K
$884K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 122.37% |
$255K - $302K
|
5.33K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.89KNew |
$252K - $298K
|
2.89K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.86KNew |
$249K - $294K
|
2.86K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.83KNew |
$246K - $291K
|
2.83K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.83K+ 31.11% |
$246K - $291K
|
11.9K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.8KNew |
$243K - $288K
|
2.8K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
BUY
|
- |
2.78K+ 119.96% |
$242K - $286K
|
5.1K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.74KNew |
$238K - $282K
|
2.74K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.71KNew |
$236K - $279K
|
2.71K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.68KNew |
$233K - $276K
|
2.68K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.64KNew |
$229K - $271K
|
2.64K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.59K+ 26.85% |
$226K - $267K
|
12.2K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.57KNew |
$224K - $264K
|
2.57K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.56K+ 43.44% |
$223K - $263K
|
8.45K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.51K+ 46.55% |
$219K - $259K
|
7.92K
$627K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.48KNew |
$216K - $255K
|
2.48K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.47K+ 16.12% |
$215K - $255K
|
17.8K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.46K+ 16.45% |
$214K - $253K
|
17.4K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.4KNew |
$209K - $247K
|
2.4K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.38KNew |
$207K - $244K
|
2.38K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.34K+ 94.93% |
$204K - $241K
|
4.8K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.34KNew |
$203K - $240K
|
2.34K
$185K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31KNew |
$201K - $238K
|
2.31K
$183K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.31KNew |
$201K - $238K
|
2.31K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.29K+ 29.65% |
$199K - $235K
|
9.99K
$791K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.26KNew |
$196K - $232K
|
2.26K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.21KNew |
$193K - $228K
|
2.21K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2.21KNew |
$193K - $228K
|
2.21K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.2KNew |
$192K - $226K
|
2.2K
$174K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.19KNew |
$190K - $225K
|
2.19K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$189K - $223K
|
2.17K
$172K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.14KNew |
$186K - $220K
|
2.14K
$169K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.14K+ 6.16% |
$186K - $220K
|
36.8K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.13K+ 4.42% |
$186K - $219K
|
50.3K
$3.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.04K+ 86.41% |
$177K - $209K
|
4.39K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$175K - $207K
|
2.01K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.97K+ 3.69% |
$171K - $203K
|
55.4K
$4.39M
|