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 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.38% |
$811 - $947
|
2.64K
$209K
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-15- 0.23% |
$1.22K - $1.42K
|
6.64K
$526K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15- 0.42% |
$1.22K - $1.42K
|
3.54K
$280K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-21- 4.44% |
$1.7K - $1.99K
|
452
$35.8K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 0.57% |
$2.03K - $2.37K
|
4.37K
$346K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30- 0.42% |
$2.43K - $2.84K
|
7.12K
$564K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 4.97% |
$2.76K - $3.22K
|
650
$51.5K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-40- 0.21% |
$3.24K - $3.79K
|
19.5K
$1.54M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-40- 3.23% |
$3.24K - $3.79K
|
1.2K
$95K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-44- 0.81% |
$3.57K - $4.17K
|
5.42K
$429K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-45- 22.96% |
$3.65K - $4.26K
|
151
$12K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 1.86% |
$4.05K - $4.74K
|
2.63K
$209K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 0.28% |
$4.05K - $4.74K
|
18K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.22% |
$4.05K - $4.74K
|
22.7K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.33% |
$4.05K - $4.74K
|
3.72K
$294K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-54- 1.81% |
$4.38K - $5.11K
|
2.93K
$232K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-56- 38.89% |
$4.54K - $5.3K
|
88
$6.97K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-73- 1.14% |
$5.92K - $6.91K
|
6.31K
$500K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 24.83% |
$6.08K - $7.1K
|
227
$18K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 8.15% |
$6.16K - $7.2K
|
856
$67.8K
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-79- 0.67% |
$6.41K - $7.48K
|
11.6K
$921K
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-80- 2.42% |
$6.49K - $7.58K
|
3.23K
$256K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-83- 7.87% |
$6.73K - $7.86K
|
972
$77K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-86- 46.24% |
$6.97K - $8.14K
|
100
$7.92K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 1.43% |
$7.62K - $8.9K
|
6.5K
$514K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-94- 2.23% |
$7.62K - $8.9K
|
4.12K
$326K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 16.02% |
$7.7K - $9K
|
498
$39.4K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-96- 3.39% |
$7.79K - $9.09K
|
2.73K
$216K
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 0.69% |
$8.11K - $9.47K
|
14.3K
$1.13M
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 2.07% |
$8.11K - $9.47K
|
4.73K
$375K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 7.02% |
$8.11K - $9.47K
|
1.33K
$105K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-104- 0.57% |
$8.43K - $9.85K
|
18.2K
$1.44M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-105- 2.07% |
$8.52K - $9.94K
|
4.97K
$394K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-110- 2.24% |
$8.92K - $10.4K
|
4.8K
$380K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-111- 79.29% |
$9K - $10.5K
|
29
$2.3K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-111- 1.04% |
$9K - $10.5K
|
10.6K
$837K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-114- 49.35% |
$9.25K - $10.8K
|
117
$9.27K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-114- 2.29% |
$9.25K - $10.8K
|
4.87K
$385K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-114- 56.44% |
$9.25K - $10.8K
|
88
$6.97K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-115- 9.9% |
$9.33K - $10.9K
|
1.05K
$82.9K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-115- 2.3% |
$9.33K - $10.9K
|
4.88K
$387K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-115- 34.33% |
$9.33K - $10.9K
|
220
$17.4K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-129- 4.48% |
$10.5K - $12.2K
|
2.75K
$218K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-146- 1.43% |
$11.8K - $13.8K
|
10.1K
$798K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150- 23.44% |
$12.2K - $14.2K
|
490
$38.8K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-151- 1.5% |
$12.2K - $14.3K
|
9.91K
$785K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-172- 3.92% |
$13.9K - $16.3K
|
4.22K
$334K
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-173- 5.86% |
$14K - $16.4K
|
2.78K
$220K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-181- 4.97% |
$14.7K - $17.1K
|
3.46K
$274K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-185- 1.8% |
$15K - $17.5K
|
10.1K
$799K
|