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 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
142+ 1.56% |
$11.5K - $13.4K
|
9.23K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
135New |
$10.9K - $12.8K
|
135
$10.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$9.73K - $11.4K
|
120
$9.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117+ 0.59% |
$9.49K - $11.1K
|
19.8K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116+ 1.2% |
$9.41K - $11K
|
9.77K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
111+ 2.89% |
$9K - $10.5K
|
3.96K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
105+ 2.31% |
$8.52K - $9.94K
|
4.64K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 3.89% |
$8.11K - $9.47K
|
2.67K
$212K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
100+ 14.22% |
$8.11K - $9.47K
|
803
$63.6K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 7.27% |
$8.11K - $9.47K
|
1.48K
$117K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
100+ 1.65% |
$8.11K - $9.47K
|
6.15K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 7.69% |
$8.11K - $9.47K
|
1.4K
$111K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
95+ 73.08% |
$7.7K - $9K
|
225
$17.8K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
95+ 1.44% |
$7.7K - $9K
|
6.68K
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94+ 46.31% |
$7.62K - $8.9K
|
297
$23.5K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
80+ 2.06% |
$6.49K - $7.58K
|
3.97K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
78+ 26.8% |
$6.33K - $7.39K
|
369
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
75+ 8.19% |
$6.08K - $7.1K
|
991
$78.5K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
75+ 2.29% |
$6.08K - $7.1K
|
3.35K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69+ 0.57% |
$5.6K - $6.53K
|
12.2K
$964K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 1.84% |
$5.51K - $6.44K
|
3.77K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
62+ 1.02% |
$5.03K - $5.87K
|
6.13K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55+ 0.26% |
$4.46K - $5.21K
|
20.9K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
50New |
$4.05K - $4.74K
|
50
$3.96K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.21% |
$3.41K - $3.98K
|
20K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
40+ 105.26% |
$3.24K - $3.79K
|
78
$6.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 3.96% |
$3.24K - $3.79K
|
1.05K
$83.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 2.53% |
$2.76K - $3.22K
|
1.38K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
30+ 1.01% |
$2.43K - $2.84K
|
3.01K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30+ 0.13% |
$2.43K - $2.84K
|
23.4K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
29+ 0.23% |
$2.35K - $2.75K
|
12.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
26+ 0.27% |
$2.11K - $2.46K
|
9.59K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22New |
$1.78K - $2.08K
|
22
$1.74K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
21+ 0.68% |
$1.7K - $1.99K
|
3.1K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 37.74% |
$1.62K - $1.89K
|
73
$5.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.22K - $1.42K
|
15
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15+ 71.43% |
$1.22K - $1.42K
|
36
$2.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
13New |
$1.05K - $1.23K
|
13
$1.03K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8New |
$649 - $758
|
8
$634
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 150.0% |
$487 - $568
|
10
$792
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$487 - $568
|
6
$475
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$406 - $474
|
5
$396
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4New |
$324 - $379
|
4
$317
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.13% |
$324 - $379
|
3.06K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.01% |
$162 - $189
|
23.7K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.04% |
$81.1 - $94.7
|
2.77K
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$81.1 - $94.7
|
2.76K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$81.1 - $94.7
|
4.07K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-7- 53.85% |
$568 - $663
|
6
$475
|