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
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 3.13% |
$48.7K - $56.8K
|
18.6K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-614- 3.4% |
$49.8K - $58.1K
|
17.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-616- 1.24% |
$50K - $58.3K
|
49.2K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-620- 80.42% |
$50.3K - $58.7K
|
151
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-621- 3.67% |
$50.4K - $58.8K
|
16.3K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-631- 40.04% |
$51.2K - $59.8K
|
945
$74.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-636- 15.58% |
$51.6K - $60.2K
|
3.45K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-641- 4.18% |
$52K - $60.7K
|
14.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-721- 2.39% |
$58.5K - $68.3K
|
29.4K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-735- 4.05% |
$59.6K - $69.6K
|
17.4K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-747- 99.87% |
$60.6K - $70.7K
|
1
$79.2
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-758- 17.2% |
$61.5K - $71.8K
|
3.65K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-770- 96.86% |
$62.4K - $72.9K
|
25
$1.98K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-787- 12.81% |
$63.8K - $74.5K
|
5.36K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-795- 0.5% |
$64.5K - $75.3K
|
157K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-797- 1.61% |
$64.6K - $75.5K
|
48.6K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-826- 1.71% |
$67K - $78.2K
|
47.4K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-832- 19.7% |
$67.5K - $78.8K
|
3.39K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-842- 2.73% |
$68.3K - $79.7K
|
30K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-869- 7.49% |
$70.5K - $82.3K
|
10.7K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-897- 9.5% |
$72.7K - $84.9K
|
8.55K
$677K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-900- 19.38% |
$73K - $85.2K
|
3.75K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-900- 12.63% |
$73K - $85.2K
|
6.23K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
SELL
|
- |
-905- 2.77% |
$73.4K - $85.7K
|
31.8K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-939- 8.41% |
$76.2K - $88.9K
|
10.2K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-975- 13.36% |
$79.1K - $92.3K
|
6.33K
$501K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.01K- 10.97% |
$82K - $95.7K
|
8.21K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.06K- 3.72% |
$85.6K - $99.9K
|
27.3K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.07K- 39.77% |
$86.5K - $101K
|
1.62K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.09K- 0.42% |
$88.7K - $104K
|
256K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.1K- 14.39% |
$89.2K - $104K
|
6.55K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 9.99% |
$90.4K - $106K
|
10.1K
$796K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 26.29% |
$92K - $107K
|
3.18K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.16K- 13.62% |
$94.3K - $110K
|
7.38K
$584K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.17K- 22.27% |
$95.1K - $111K
|
4.09K
$324K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.19% |
$96.3K - $112K
|
36K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.23K- 7.38% |
$99.3K - $116K
|
15.4K
$1.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.27K- 2.0% |
$103K - $120K
|
61.9K
$4.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 51.8% |
$104K - $121K
|
1.19K
$94.3K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-1.33K- 94.25% |
$108K - $126K
|
81
$6.41K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.4K- 86.45% |
$114K - $133K
|
220
$17.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.19% |
$115K - $134K
|
117K
$9.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.46K- 25.7% |
$119K - $139K
|
4.23K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.47K- 14.57% |
$119K - $139K
|
8.61K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.48K- 11.46% |
$120K - $140K
|
11.4K
$906K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.55K- 24.31% |
$126K - $147K
|
4.83K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.61K- 9.1% |
$131K - $153K
|
16.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.64K- 15.48% |
$133K - $155K
|
8.95K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.64K- 6.28% |
$133K - $155K
|
24.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.68K- 15.58% |
$136K - $159K
|
9.08K
$719K
|