Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q2 2023. 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
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.07K
+ 7.29%
$80.3K - $96.1K
15.7K $1.46M
Jul 17, 2023 Q2 2023
Evolution Wealth Advisors, LLC

BUY
 -
1.05K
+ 4.18%
$79.5K - $95.1K
26.2K $2.44M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
1.05K
+ 2.63%
$79.2K - $94.8K
41K $3.81M
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
1.02K
+ 8.67%
$77K - $92.1K
12.8K $1.19M
Nov 13, 2023 Q2 2023
Easterly Investment Partners LLC

BUY
 -
1K
+ 4.53%
$75.4K - $90.2K
23.1K $2.14M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
999
+ 4.81%
$75.3K - $90.1K
21.8K $2.02M
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
975
+ 30.11%
$73.5K - $88K
4.21K $391K
Aug 11, 2023 Q2 2023
Alerus Financial Na

Grand Forks, ND
BUY
 -
954
+ 1.79%
$71.9K - $86.1K
54.3K $5.04M
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
924
+ 10.17%
$69.7K - $83.4K
10K $930K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
914
+ 2.69%
$68.9K - $82.5K
34.9K $3.24M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
841
+ 17.11%
$63.4K - $75.9K
5.76K $535K
Jul 24, 2023 Q2 2023
Seelaus Asset Management LLC

BUY
 -
835
+ 19.48%
$62.9K - $75.3K
5.12K $476K
Jul 13, 2023 Q2 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
834
+ 4.35%
$62.9K - $75.3K
20K $1.86M
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

BUY
 -
820
+ 1.58%
$61.8K - $74K
52.8K $4.9M
Jul 28, 2023 Q2 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
810
+ 8.11%
$61.1K - $73.1K
10.8K $1M
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
800
+ 9.62%
$60.3K - $72.2K
9.11K $846K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
781
+ 2.1%
$58.9K - $70.5K
38.1K $3.53M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
778
+ 2.85%
$58.6K - $70.2K
28K $2.6M
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
721
+ 27.58%
$54.3K - $65.1K
3.34K $310K
Jul 31, 2023 Q2 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
708
+ 5.89%
$53.4K - $63.9K
12.7K $1.18M
Aug 08, 2023 Q2 2023
Financial Advantage, Inc.

BUY
 -
705
+ 1.93%
$53.1K - $63.6K
37.2K $3.45M
Jul 24, 2023 Q2 2023
Carmel Capital Management L.L.C.

BUY
 -
675
+ 2.95%
$50.9K - $60.9K
23.5K $2.19M
Jul 13, 2023 Q2 2023
Green Square Capital Advisors LLC

BUY
 -
650
+ 8.31%
$49K - $58.6K
8.47K $787K
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
632
+ 1.83%
$47.6K - $57K
35.2K $3.27M
Jul 19, 2023 Q2 2023
Eastern Bank

BUY
 -
623
+ 0.45%
$47K - $56.2K
139K $12.9M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
622
+ 8.84%
$46.9K - $56.1K
7.66K $711K
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
575
New
$43.3K - $51.9K
575 $53.4K
Jul 24, 2023 Q2 2023
Arlington Financial Advisors, LLC

BUY
 -
556
+ 1.32%
$41.9K - $50.2K
42.8K $3.98M
Jul 19, 2023 Q2 2023
Abundance Wealth Counselors

BUY
 -
550
+ 2.66%
$41.5K - $49.6K
21.2K $1.97M
Aug 14, 2023 Q2 2023
Hollow Brook Wealth Management LLC

BUY
 -
535
+ 2.95%
$40.3K - $48.3K
18.7K $1.73M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
509
+ 2.22%
$38.4K - $45.9K
23.4K $2.17M
Aug 04, 2023 Q2 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
500
+ 18.98%
$37.7K - $45.1K
3.14K $291K
Aug 14, 2023 Q2 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
491
+ 9.44%
$37K - $44.3K
5.69K $529K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
476
+ 10.01%
$35.9K - $42.9K
5.23K $486K
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
445
+ 4.02%
$33.5K - $40.2K
11.5K $1.07M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
435
+ 5.43%
$32.8K - $39.3K
8.44K $784K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
429
+ 3.49%
$32.3K - $38.7K
12.7K $1.18M
Jul 27, 2023 Q2 2023
David R. Rahn & Associates Inc.

BUY
 -
427
+ 0.79%
$32.2K - $38.5K
54.5K $5.06M
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
366
New
$27.6K - $33K
366 $34K
Jul 13, 2023 Q2 2023
Perkins Coie Trust CO

BUY
 -
359
+ 0.78%
$27.1K - $32.4K
46.4K $4.31M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
346
+ 0.85%
$26.1K - $31.2K
40.9K $3.8M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
346
+ 0.85%
$26.1K - $31.2K
40.9K $3.8M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
343
+ 21.37%
$25.9K - $30.9K
1.95K $181K
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
326
+ 1715.79%
$24.6K - $29.4K
345 $32K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
325
+ 4.55%
$24.5K - $29.3K
7.47K $694K
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
321
+ 21.02%
$24.2K - $29K
1.85K $172K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
318
+ 6.97%
$24K - $28.7K
4.88K $453K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
302
New
$22.8K - $27.2K
302 $28K
Jul 21, 2023 Q2 2023
Farmers Trust CO

BUY
 -
270
+ 0.62%
$20.4K - $24.4K
44K $4.09M

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