Purchases and Sales Made in Q2 2024 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 2024. 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 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-630- 22.28% |
$51.8K - $59.3K
|
2.2K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-647- 9.15% |
$53.2K - $60.9K
|
6.43K
$542K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-658- 2.47% |
$54.1K - $61.9K
|
25.9K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-666Closed |
$54.8K - $62.7K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-695- 0.61% |
$57.1K - $65.4K
|
114K
$9.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-700- 3.59% |
$57.6K - $65.9K
|
18.8K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-718- 0.78% |
$59K - $67.6K
|
91.4K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-748- 1.63% |
$61.5K - $70.4K
|
45.1K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-750- 4.09% |
$61.7K - $70.6K
|
17.6K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-750- 22.7% |
$61.7K - $70.6K
|
2.55K
$216K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-779- 24.91% |
$64K - $73.3K
|
2.35K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-810- 16.41% |
$66.6K - $76.2K
|
4.13K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-843- 5.98% |
$69.3K - $79.3K
|
13.3K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-843- 7.72% |
$69.3K - $79.3K
|
10.1K
$850K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-863- 14.28% |
$71K - $81.2K
|
5.18K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-878- 11.63% |
$72.2K - $82.6K
|
6.67K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-880- 8.02% |
$72.4K - $82.8K
|
10.1K
$852K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-928- 33.02% |
$76.3K - $87.3K
|
1.88K
$159K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-975- 10.49% |
$80.2K - $91.8K
|
8.32K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 19.39% |
$82.2K - $94.1K
|
4.16K
$351K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 3.85% |
$82.9K - $94.9K
|
25.2K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 21.5% |
$85.3K - $97.7K
|
3.79K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 0.61% |
$88.3K - $101K
|
174K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.11K- 12.43% |
$91K - $104K
|
7.8K
$658K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.18K- 9.62% |
$97K - $111K
|
11.1K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.28K- 11.9% |
$105K - $120K
|
9.44K
$797K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.29K- 5.32% |
$106K - $121K
|
22.9K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.32K- 37.57% |
$108K - $124K
|
2.19K
$185K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.48K- 32.07% |
$121K - $139K
|
3.13K
$264K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.51K- 6.75% |
$124K - $142K
|
20.9K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.53K- 6.07% |
$126K - $144K
|
23.7K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 19.91% |
$130K - $148K
|
6.34K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.59K- 1.95% |
$131K - $150K
|
79.9K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.61K- 19.32% |
$132K - $152K
|
6.72K
$567K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 21.17% |
$135K - $154K
|
6.09K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.77K- 5.29% |
$146K - $167K
|
31.7K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.84K- 29.83% |
$152K - $174K
|
4.34K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.91K- 8.46% |
$157K - $180K
|
20.7K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.93K- 1.72% |
$159K - $182K
|
110K
$9.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.97K- 5.12% |
$162K - $185K
|
36.4K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-2K- 12.5% |
$164K - $188K
|
14K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2K- 99.45% |
$164K - $188K
|
11
$928
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.03K- 22.15% |
$167K - $191K
|
7.13K
$601K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 5.62% |
$170K - $195K
|
34.8K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-2.16K- 4.66% |
$178K - $204K
|
44.3K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.22K- 9.88% |
$183K - $209K
|
20.3K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 24.2% |
$185K - $212K
|
7.05K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.27K- 22.68% |
$187K - $214K
|
7.75K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.28K- 32.29% |
$187K - $215K
|
4.78K
$403K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.37K- 27.24% |
$195K - $223K
|
6.33K
$534K
|