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 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500+ 19.98% |
$43.5K - $51.4K
|
3K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
498+ 1844.44% |
$43.4K - $51.2K
|
525
$48.3K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
478+ 8.52% |
$41.6K - $49.2K
|
6.09K
$560K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
477+ 5.09% |
$41.5K - $49.1K
|
9.85K
$906K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 2.5% |
$41.3K - $48.9K
|
19.5K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
467+ 157.24% |
$40.7K - $48K
|
764
$70.3K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
459+ 10.9% |
$40K - $47.2K
|
4.67K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
454+ 2.43% |
$39.5K - $46.7K
|
19.2K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
441+ 13.01% |
$38.4K - $45.4K
|
3.83K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
420+ 1.62% |
$36.6K - $43.2K
|
26.3K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
409+ 16.82% |
$35.6K - $42.1K
|
2.84K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
385+ 7.9% |
$33.5K - $39.6K
|
5.26K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
381+ 127.0% |
$33.2K - $39.2K
|
681
$62.6K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
372+ 7.05% |
$32.4K - $38.3K
|
5.65K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
370+ 58.73% |
$32.2K - $38.1K
|
1K
$92K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
360+ 1.88% |
$31.3K - $37K
|
19.5K
$1.79M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
354+ 13.94% |
$30.8K - $36.4K
|
2.89K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
352+ 18.14% |
$30.6K - $36.2K
|
2.29K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
350+ 71.43% |
$30.5K - $36K
|
840
$77.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 239.73% |
$30.5K - $36K
|
496
$45.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 6.44% |
$29.3K - $34.7K
|
5.57K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
335+ 10.75% |
$29.2K - $34.5K
|
3.45K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
323+ 1.69% |
$28.1K - $33.2K
|
19.4K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
323+ 2153.33% |
$28.1K - $33.2K
|
338
$31.1K
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
310+ 0.6% |
$27K - $31.9K
|
52.1K
$4.79M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300+ 750.0% |
$26.1K - $30.9K
|
340
$31.3K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 8.57% |
$26.1K - $30.9K
|
3.8K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 9.99% |
$26.1K - $30.9K
|
3.3K
$304K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
299+ 13.2% |
$26K - $30.8K
|
2.56K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
271+ 34.3% |
$23.6K - $27.9K
|
1.06K
$97.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
265+ 79.82% |
$23.1K - $27.3K
|
597
$54.9K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
260+ 11.22% |
$22.6K - $26.8K
|
2.58K
$237K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
255+ 9.98% |
$22.2K - $26.2K
|
2.81K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
255+ 0.5% |
$22.2K - $26.2K
|
50.9K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 5.74% |
$21.2K - $25.1K
|
4.49K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
230+ 9.31% |
$20K - $23.7K
|
2.7K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
216+ 8.56% |
$18.8K - $22.2K
|
2.74K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213New |
$18.5K - $21.9K
|
213
$19.6K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
211+ 17.91% |
$18.4K - $21.7K
|
1.39K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200New |
$17.4K - $20.6K
|
200
$18.4K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179+ 0.21% |
$15.6K - $18.4K
|
83.8K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
177New |
$15.4K - $18.2K
|
177
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
150New |
$13.1K - $15.4K
|
150
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
150New |
$13.1K - $15.4K
|
150
$13.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
145+ 0.59% |
$12.6K - $14.9K
|
24.7K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
145+ 10.39% |
$12.6K - $14.9K
|
1.54K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 5.78% |
$12.4K - $14.7K
|
2.62K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
135+ 2.88% |
$11.8K - $13.9K
|
4.83K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
135New |
$11.8K - $13.9K
|
135
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
135+ 117.39% |
$11.8K - $13.9K
|
250
$23K
|