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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.15KNew |
$337K - $393K
|
4.15K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4KNew |
$324K - $379K
|
4K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.82K+ 17.7% |
$310K - $362K
|
25.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 141.73% |
$308K - $360K
|
6.48K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.75K+ 29.44% |
$304K - $355K
|
16.5K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
3.64K+ 36.43% |
$295K - $345K
|
13.6K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.62K+ 27.69% |
$293K - $342K
|
16.7K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
3.38KNew |
$274K - $320K
|
3.38K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.37K+ 3.41% |
$274K - $319K
|
102K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31KNew |
$268K - $313K
|
3.31K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.2K+ 13.64% |
$259K - $303K
|
26.6K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
3.02K+ 284.56% |
$245K - $286K
|
4.08K
$323K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$240K - $281K
|
2.97K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.94KNew |
$239K - $279K
|
2.94K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.94K+ 30.02% |
$239K - $279K
|
12.7K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.91KNew |
$236K - $276K
|
2.91K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.86KNew |
$232K - $271K
|
2.86K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.79K+ 2.59% |
$226K - $264K
|
110K
$8.75M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.7K+ 90.0% |
$219K - $256K
|
5.7K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.68KNew |
$217K - $254K
|
2.68K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.67KNew |
$217K - $253K
|
2.67K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.57KNew |
$208K - $243K
|
2.57K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.48K+ 16.97% |
$201K - $235K
|
17.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.48K+ 51.85% |
$201K - $235K
|
7.26K
$575K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.17K+ 4.37% |
$176K - $206K
|
51.8K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.17K+ 77.09% |
$176K - $205K
|
4.98K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.15K+ 82.93% |
$175K - $204K
|
4.75K
$376K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.11K+ 11.78% |
$171K - $200K
|
20K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.02K+ 60.8% |
$164K - $191K
|
5.35K
$423K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 46.08% |
$158K - $185K
|
6.19K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.93KNew |
$156K - $182K
|
1.93K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.92K+ 19.26% |
$156K - $182K
|
11.9K
$941K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.92K+ 55.66% |
$156K - $182K
|
5.37K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.9KNew |
$154K - $180K
|
1.9K
$151K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.9KNew |
$154K - $180K
|
1.9K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.9K+ 14.3% |
$154K - $180K
|
15.2K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.83K+ 15.18% |
$148K - $173K
|
13.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 28.2% |
$129K - $150K
|
7.21K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 7.76% |
$129K - $150K
|
22K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 337.34% |
$127K - $149K
|
2.04K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.57K+ 5.33% |
$127K - $148K
|
31K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.49K+ 4.18% |
$121K - $141K
|
37.2K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 7.57% |
$119K - $139K
|
20.9K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.35KNew |
$109K - $127K
|
1.35K
$107K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.34K+ 11.36% |
$109K - $127K
|
13.2K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.31K+ 29.23% |
$106K - $124K
|
5.79K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 107.47% |
$104K - $121K
|
2.47K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 8.78% |
$96.9K - $113K
|
14.8K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.17KNew |
$95.2K - $111K
|
1.17K
$93K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 36.47% |
$94.4K - $110K
|
4.36K
$345K
|