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 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-15- 0.5% |
$1.31K - $1.54K
|
2.98K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-16- 3.34% |
$1.39K - $1.65K
|
463
$36.7K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-19- 0.72% |
$1.65K - $1.95K
|
2.63K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-20- 0.34% |
$1.74K - $2.06K
|
5.88K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-23- 46.94% |
$2K - $2.37K
|
26
$2.06K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-24- 10.91% |
$2.09K - $2.47K
|
196
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 0.12% |
$2.26K - $2.68K
|
21.4K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-28- 0.68% |
$2.44K - $2.88K
|
4.08K
$323K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 0.58% |
$2.44K - $2.88K
|
4.77K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-32- 0.61% |
$2.79K - $3.29K
|
5.23K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-33- 0.48% |
$2.87K - $3.4K
|
6.81K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-35- 0.55% |
$3.05K - $3.6K
|
6.39K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-38- 1.56% |
$3.31K - $3.91K
|
2.39K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-38- 0.49% |
$3.31K - $3.91K
|
7.64K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-44- 3.65% |
$3.83K - $4.53K
|
1.16K
$92.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-50- 2.07% |
$4.35K - $5.14K
|
2.36K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-52- 1.96% |
$4.53K - $5.35K
|
2.61K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-55- 2.17% |
$4.79K - $5.66K
|
2.48K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-55- 1.43% |
$4.79K - $5.66K
|
3.8K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-56- 0.16% |
$4.87K - $5.76K
|
34.8K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-57- 48.31% |
$4.96K - $5.86K
|
61
$4.83K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62- 42.18% |
$5.4K - $6.38K
|
85
$6.73K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-70- 1.64% |
$6.09K - $7.2K
|
4.2K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-75- 0.22% |
$6.53K - $7.72K
|
33.4K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-77- 1.44% |
$6.7K - $7.92K
|
5.26K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-88- 0.27% |
$7.66K - $9.05K
|
32.5K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-98- 2.48% |
$8.53K - $10.1K
|
3.86K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 1.95% |
$8.71K - $10.3K
|
5.03K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.55% |
$8.71K - $10.3K
|
18.2K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-100- 3.81% |
$8.71K - $10.3K
|
2.52K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 30.77% |
$8.71K - $10.3K
|
225
$17.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 1.25% |
$8.71K - $10.3K
|
7.88K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-103- 2.86% |
$8.97K - $10.6K
|
3.5K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-105- 3.25% |
$9.14K - $10.8K
|
3.13K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-107- 0.89% |
$9.31K - $11K
|
11.9K
$943K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-129- 32.25% |
$11.2K - $13.3K
|
271
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-150- 2.81% |
$13.1K - $15.4K
|
5.18K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-160- 6.38% |
$13.9K - $16.5K
|
2.35K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-165- 25.08% |
$14.4K - $17K
|
493
$39K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-166- 56.08% |
$14.5K - $17.1K
|
130
$10.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-175- 3.0% |
$15.2K - $18K
|
5.67K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-176- 2.36% |
$15.3K - $18.1K
|
7.27K
$576K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-177- 46.7% |
$15.4K - $18.2K
|
202
$16K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-188- 4.86% |
$16.4K - $19.3K
|
3.68K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-197- 6.13% |
$17.1K - $20.3K
|
3.02K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-199- 3.31% |
$17.3K - $20.5K
|
5.82K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-203- 0.28% |
$17.7K - $20.9K
|
71.3K
$5.64M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-217- 3.21% |
$18.9K - $22.3K
|
6.55K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-228- 8.75% |
$19.8K - $23.5K
|
2.38K
$188K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-228- 8.25% |
$19.8K - $23.5K
|
2.54K
$201K
|