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
|
Cmh Wealth Management LLC
|
SELL
|
- |
-186- 0.49% |
$15.1K - $17.6K
|
37.9K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-189- 6.21% |
$15.3K - $17.9K
|
2.85K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-193- 2.28% |
$15.7K - $18.3K
|
8.26K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-194- 10.39% |
$15.7K - $18.4K
|
1.67K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-200- 3.77% |
$16.2K - $18.9K
|
5.1K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-215- 4.92% |
$17.4K - $20.4K
|
4.16K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-222- 4.84% |
$18K - $21K
|
4.37K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-225- 2.02% |
$18.2K - $21.3K
|
10.9K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-227- 4.62% |
$18.4K - $21.5K
|
4.68K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-245- 0.85% |
$19.9K - $23.2K
|
28.7K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-247- 6.44% |
$20K - $23.4K
|
3.59K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-249- 14.98% |
$20.2K - $23.6K
|
1.41K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-283- 0.32% |
$23K - $26.8K
|
88.8K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-284- 9.99% |
$23K - $26.9K
|
2.56K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-295- 27.29% |
$23.9K - $27.9K
|
786
$62.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-319- 50.0% |
$25.9K - $30.2K
|
319
$25.3K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-325- 8.87% |
$26.4K - $30.8K
|
3.34K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-325- 10.91% |
$26.4K - $30.8K
|
2.66K
$210K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-329- 6.55% |
$26.7K - $31.2K
|
4.69K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-340- 7.61% |
$27.6K - $32.2K
|
4.13K
$327K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-340- 9.63% |
$27.6K - $32.2K
|
3.19K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-340- 7.87% |
$27.6K - $32.2K
|
3.98K
$315K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-341- 47.49% |
$27.7K - $32.3K
|
377
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-347- 6.27% |
$28.1K - $32.9K
|
5.19K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-350- 5.9% |
$28.4K - $33.1K
|
5.59K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-350- 3.37% |
$28.4K - $33.1K
|
10K
$794K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-350- 8.73% |
$28.4K - $33.1K
|
3.66K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 43.42% |
$28.6K - $33.4K
|
460
$36.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-365- 5.75% |
$29.6K - $34.6K
|
5.99K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-375- 5.19% |
$30.4K - $35.5K
|
6.85K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-400- 10.92% |
$32.4K - $37.9K
|
3.26K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 57.14% |
$32.4K - $37.9K
|
300
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-404- 1.84% |
$32.8K - $38.3K
|
21.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-404- 13.42% |
$32.8K - $38.3K
|
2.61K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-426- 34.0% |
$34.5K - $40.3K
|
827
$65.5K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-441- 1.47% |
$35.8K - $41.8K
|
29.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-447- 59.68% |
$36.3K - $42.3K
|
302
$23.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-461- 7.71% |
$37.4K - $43.7K
|
5.52K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-470- 12.53% |
$38.1K - $44.5K
|
3.28K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-483- 10.69% |
$39.2K - $45.7K
|
4.04K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-515Closed |
$41.8K - $48.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-515- 2.47% |
$41.8K - $48.8K
|
20.4K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-516- 8.21% |
$41.8K - $48.9K
|
5.77K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-519- 16.5% |
$42.1K - $49.1K
|
2.63K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-536- 4.88% |
$43.5K - $50.8K
|
10.4K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-536- 2.95% |
$43.5K - $50.8K
|
17.7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-549- 23.52% |
$44.5K - $52K
|
1.79K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-549- 1.67% |
$44.5K - $52K
|
32.4K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-579- 2.27% |
$47K - $54.8K
|
24.9K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-589- 1.83% |
$47.8K - $55.8K
|
31.6K
$2.5M
|