Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.8KNew |
$2.26M - $2.54M
|
26.8K
$2.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.8K+ 6251.2% |
$1.75M - $1.97M
|
21.1K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.39K+ 168.36% |
$624K - $700K
|
11.8K
$994K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.72K+ 118075.0% |
$399K - $447K
|
4.73K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.79K+ 2.59% |
$236K - $264K
|
110K
$9.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.17K+ 4.37% |
$183K - $206K
|
51.8K
$4.38M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 46.08% |
$165K - $185K
|
6.19K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
751+ 8.49% |
$63.4K - $71.1K
|
9.6K
$810K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
181+ 0.8% |
$15.3K - $17.1K
|
22.7K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
163+ 6.13% |
$13.8K - $15.4K
|
2.82K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116+ 1.2% |
$9.79K - $11K
|
9.77K
$825K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 2.53% |
$2.87K - $3.22K
|
1.38K
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
21+ 0.68% |
$1.77K - $1.99K
|
3.1K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.13% |
$338 - $379
|
3.06K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$84.4 - $94.7
|
2.76K
$233K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-40- 3.23% |
$3.38K - $3.79K
|
1.2K
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 24.83% |
$6.33K - $7.1K
|
227
$19.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-80- 2.42% |
$6.75K - $7.58K
|
3.23K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-83- 7.87% |
$7.01K - $7.86K
|
972
$82K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 2.07% |
$8.44K - $9.47K
|
4.73K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-105- 2.07% |
$8.86K - $9.94K
|
4.97K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-225- 2.02% |
$19K - $21.3K
|
10.9K
$923K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-483- 10.69% |
$40.8K - $45.7K
|
4.04K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.17K- 22.27% |
$99K - $111K
|
4.09K
$345K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.27K- 2.0% |
$107K - $120K
|
61.9K
$5.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.55K- 24.31% |
$131K - $147K
|
4.83K
$407K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.29K- 78.7% |
$362K - $406K
|
1.16K
$97.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-4.53K- 3.0% |
$382K - $429K
|
146K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-7.21K- 45.03% |
$608K - $683K
|
8.8K
$743K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.61K- 92.3% |
$727K - $815K
|
718
$60.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.1K- 35.58% |
$1.28M - $1.43M
|
27.4K
$2.31M
|