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 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.14K+ 15.75% |
$92.6K - $108K
|
8.39K
$664K
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.13K+ 1.95% |
$91.7K - $107K
|
59.2K
$4.68M
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.02K+ 1.9% |
$82.6K - $96.4K
|
54.7K
$4.33M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 5.78% |
$82.4K - $96.2K
|
18.6K
$1.47M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.66% |
$82.2K - $96K
|
22.8K
$1.8M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
953+ 423.56% |
$77.3K - $90.2K
|
1.18K
$93.3K
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
875+ 3.02% |
$71K - $82.9K
|
29.9K
$2.37M
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
874+ 0.03% |
$70.9K - $82.8K
|
3.11M
$247M
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
815+ 23.29% |
$66.1K - $77.2K
|
4.31K
$342K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
771+ 8.63% |
$62.5K - $73K
|
9.7K
$768K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
751+ 8.49% |
$60.9K - $71.1K
|
9.6K
$760K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
743New |
$60.3K - $70.4K
|
743
$58.8K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
722+ 5.49% |
$58.6K - $68.4K
|
13.9K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
713+ 1.14% |
$57.8K - $67.5K
|
63.3K
$5.01M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
704New |
$57.1K - $66.7K
|
704
$55.7K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
699+ 14.99% |
$56.7K - $66.2K
|
5.36K
$425K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
684+ 11.84% |
$55.5K - $64.8K
|
6.46K
$512K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
639+ 10.43% |
$51.8K - $60.5K
|
6.76K
$536K
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
585+ 0.77% |
$47.4K - $55.4K
|
76.9K
$6.09M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
522+ 10.9% |
$42.3K - $49.4K
|
5.31K
$420K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
500+ 20.94% |
$40.6K - $47.4K
|
2.89K
$229K
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
487New |
$39.5K - $46.1K
|
487
$38.6K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
401+ 6.52% |
$32.5K - $38K
|
6.56K
$519K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
391+ 14.64% |
$31.7K - $37K
|
3.06K
$242K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
386+ 6.19% |
$31.3K - $36.6K
|
6.63K
$525K
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
366+ 0.57% |
$29.7K - $34.7K
|
64.2K
$5.08M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
320New |
$26K - $30.3K
|
320
$25.3K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
319+ 100.0% |
$25.9K - $30.2K
|
638
$50.5K
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
301+ 0.68% |
$24.4K - $28.5K
|
44.4K
$3.51M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
300+ 6.65% |
$24.3K - $28.4K
|
4.81K
$381K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
300+ 3000.0% |
$24.3K - $28.4K
|
310
$24.5K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
288+ 0.34% |
$23.4K - $27.3K
|
85.5K
$6.77M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
285+ 5.7% |
$23.1K - $27K
|
5.28K
$418K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
280+ 0.15% |
$22.7K - $26.5K
|
190K
$15M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
268+ 1.55% |
$21.7K - $25.4K
|
17.5K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
267+ 4.89% |
$21.7K - $25.3K
|
5.73K
$454K
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
241+ 0.67% |
$19.5K - $22.8K
|
36.4K
$2.88M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
240+ 7.2% |
$19.5K - $22.7K
|
3.58K
$283K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
240New |
$19.5K - $22.7K
|
240
$19K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$16.2K - $18.9K
|
200
$15.8K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200+ 45.98% |
$16.2K - $18.9K
|
635
$50.3K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$16.2K - $18.9K
|
200
$15.8K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
186+ 1.96% |
$15.1K - $17.6K
|
9.68K
$766K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
186+ 7.02% |
$15.1K - $17.6K
|
2.83K
$224K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
181+ 0.8% |
$14.7K - $17.1K
|
22.7K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
180+ 0.67% |
$14.6K - $17K
|
26.9K
$2.13M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
168+ 2.72% |
$13.6K - $15.9K
|
6.34K
$502K
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
163+ 6.13% |
$13.2K - $15.4K
|
2.82K
$223K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
150New |
$12.2K - $14.2K
|
150
$11.9K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
145+ 1.04% |
$11.8K - $13.7K
|
14.1K
$1.12M
|