Purchases and Sales Made in Q2 2023 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 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 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9New |
$678 - $812
|
9
$683
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 10.67% |
$603 - $722
|
83
$6.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 9.21% |
$528 - $632
|
83
$6.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.19% |
$377 - $451
|
2.59K
$197K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$377 - $451
|
5
$380
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$302 - $361
|
12.8K
$972K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.36% |
$302 - $361
|
1.12K
$85.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.15% |
$302 - $361
|
2.71K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$75.4 - $90.2
|
10.3K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.0% |
$75.4 - $90.2
|
24.1K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.03% |
$75.4 - $90.2
|
3.3K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 1.23% |
$151 - $180
|
160
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3- 5.77% |
$226 - $271
|
49
$3.72K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.12% |
$226 - $271
|
2.56K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5- 0.02% |
$377 - $451
|
22.1K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.13% |
$754 - $902
|
7.71K
$585K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 0.32% |
$754 - $902
|
3.14K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-14- 0.14% |
$1.06K - $1.26K
|
10.1K
$770K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-20- 0.16% |
$1.51K - $1.8K
|
12.4K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 16.67% |
$1.51K - $1.8K
|
100
$7.59K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 4.31% |
$1.58K - $1.89K
|
466
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 48.0% |
$1.81K - $2.17K
|
26
$1.97K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-24- 38.1% |
$1.81K - $2.17K
|
39
$2.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 1.68% |
$1.88K - $2.26K
|
1.47K
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26- 0.2% |
$1.96K - $2.35K
|
12.8K
$970K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.39% |
$2.04K - $2.44K
|
6.97K
$530K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.18% |
$2.04K - $2.44K
|
14.9K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.46% |
$2.26K - $2.71K
|
6.52K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 6.99% |
$2.26K - $2.71K
|
399
$30.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-33- 1.11% |
$2.49K - $2.98K
|
2.95K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-48- 3.96% |
$3.62K - $4.33K
|
1.17K
$88.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 0.89% |
$3.77K - $4.51K
|
5.56K
$422K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.67% |
$3.77K - $4.51K
|
7.37K
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-52- 0.35% |
$3.92K - $4.69K
|
14.9K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-53- 0.77% |
$4K - $4.78K
|
6.86K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-53- 0.14% |
$4K - $4.78K
|
37K
$2.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 1.5% |
$4.52K - $5.41K
|
3.93K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60- 1.17% |
$4.52K - $5.41K
|
5.07K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-61- 0.34% |
$4.6K - $5.5K
|
17.7K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-66- 1.0% |
$4.98K - $5.96K
|
6.53K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-67- 26.8% |
$5.05K - $6.05K
|
183
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-81- 0.77% |
$6.11K - $7.31K
|
10.5K
$797K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-83- 5.15% |
$6.26K - $7.49K
|
1.53K
$116K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-85- 4.04% |
$6.41K - $7.67K
|
2.02K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 14.22% |
$6.78K - $8.12K
|
543
$41.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-95- 3.56% |
$7.16K - $8.57K
|
2.57K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-98- 0.72% |
$7.39K - $8.84K
|
13.4K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.7% |
$7.54K - $9.02K
|
14.1K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-100- 2.77% |
$7.54K - $9.02K
|
3.5K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-102- 1.21% |
$7.69K - $9.2K
|
8.36K
$635K
|