Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3.06K+ 49.97% |
$192K - $294K
|
9.2K
$787K
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.05K+ 3.27% |
$192K - $293K
|
96.5K
$8.25M
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.04K+ 1.68% |
$191K - $292K
|
184K
$15.7M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.02KNew |
$189K - $290K
|
3.02K
$258K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.01KNew |
$189K - $289K
|
3.01K
$257K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.97K+ 51.34% |
$186K - $285K
|
8.75K
$748K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.95K+ 10.62% |
$185K - $284K
|
30.7K
$2.63M
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.92K+ 31.72% |
$183K - $280K
|
12.1K
$1.04M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.91KNew |
$183K - $280K
|
2.91K
$249K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.9KNew |
$182K - $279K
|
2.9K
$248K
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.9KNew |
$182K - $279K
|
2.9K
$248K
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.89K+ 92.2% |
$181K - $277K
|
6.01K
$514K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.87KNew |
$180K - $275K
|
2.87K
$245K
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.82KNew |
$177K - $271K
|
2.82K
$242K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.79K+ 28.03% |
$175K - $268K
|
12.8K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.73KNew |
$171K - $262K
|
2.73K
$233K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.72KNew |
$171K - $262K
|
2.72K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.71K+ 69.34% |
$170K - $260K
|
6.62K
$566K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.7K+ 122.45% |
$170K - $259K
|
4.91K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.68K+ 20.63% |
$169K - $258K
|
15.7K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.62K+ 34.44% |
$164K - $251K
|
10.2K
$874K
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
2.52K+ 22.26% |
$158K - $242K
|
13.8K
$1.18M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.48K+ 6.33% |
$156K - $238K
|
41.7K
$3.56M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.41K+ 93.3% |
$151K - $232K
|
4.99K
$427K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.41K+ 18.2% |
$151K - $231K
|
15.6K
$1.34M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38K+ 47.17% |
$150K - $229K
|
7.43K
$636K
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 6.03% |
$146K - $223K
|
40.9K
$3.5M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.26K+ 15.71% |
$142K - $217K
|
16.7K
$1.42M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.24K+ 6.64% |
$141K - $215K
|
36K
$3.08M
|
|
Aug 15, 2022
Q2 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
2.24K+ 2.66% |
$141K - $215K
|
86.4K
$7.39M
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.22K+ 47.72% |
$140K - $214K
|
6.88K
$588K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22KNew |
$139K - $213K
|
2.22K
$190K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.16K+ 15.88% |
$136K - $208K
|
15.8K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.98K+ 47.25% |
$124K - $190K
|
6.17K
$528K
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
1.98K+ 35.75% |
$124K - $190K
|
7.5K
$641K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.96K+ 118.31% |
$123K - $188K
|
3.61K
$309K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.94K+ 12.81% |
$122K - $186K
|
17.1K
$1.46M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.94K+ 7.07% |
$122K - $186K
|
29.3K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 5.11% |
$114K - $175K
|
37.5K
$3.21M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.81K+ 10.74% |
$114K - $174K
|
18.7K
$1.6M
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.77K+ 2.3% |
$111K - $170K
|
79K
$6.75M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.76K+ 15.59% |
$110K - $169K
|
13K
$1.11M
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.73K+ 4.55% |
$109K - $166K
|
39.7K
$3.4M
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$108K - $165K
|
1.72K
$147K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.71K+ 55.64% |
$108K - $165K
|
4.79K
$410K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.7K+ 25.23% |
$107K - $163K
|
8.44K
$722K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.68K+ 52.29% |
$106K - $162K
|
4.9K
$419K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.57K+ 25.43% |
$98.6K - $151K
|
7.74K
$662K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 7.91% |
$95.2K - $146K
|
20.7K
$1.77M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.51K+ 1.92% |
$94.9K - $145K
|
80.3K
$6.87M
|