Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
383K+ 2199.61% |
$26.7M - $32.7M
|
400K
$35.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
159KNew |
$11.1M - $13.5M
|
159K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
126KNew |
$8.77M - $10.7M
|
126K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
56.5K+ 1068.72% |
$3.94M - $4.82M
|
61.8K
$5.41M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
12.8K+ 20.63% |
$892K - $1.09M
|
74.7K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
11.4K+ 14117.28% |
$798K - $975K
|
11.5K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.07K+ 172.69% |
$493K - $603K
|
11.2K
$978K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 574.48% |
$421K - $514K
|
7.08K
$620K
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
3.12K+ 6.02% |
$218K - $266K
|
55K
$4.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3K+ 42.86% |
$209K - $256K
|
10K
$876K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.73K+ 37.85% |
$190K - $233K
|
9.94K
$871K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.45KNew |
$171K - $209K
|
2.45K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.06K+ 23.89% |
$144K - $175K
|
10.7K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 39.71% |
$133K - $163K
|
6.72K
$589K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9K+ 18.62% |
$132K - $162K
|
12.1K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.56K+ 60.91% |
$109K - $133K
|
4.13K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1.46K+ 1.32% |
$102K - $124K
|
112K
$9.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 36.45% |
$88K - $108K
|
4.72K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.03K+ 33.6% |
$71.7K - $87.6K
|
4.08K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900+ 26.91% |
$62.8K - $76.8K
|
4.25K
$372K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
727+ 22.85% |
$50.7K - $62K
|
3.91K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
615+ 6.41% |
$42.9K - $52.4K
|
10.2K
$895K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
549+ 5.66% |
$38.3K - $46.8K
|
10.3K
$898K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
503+ 0.92% |
$35.1K - $42.9K
|
55.2K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
470+ 3.69% |
$32.8K - $40.1K
|
13.2K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
387+ 6.32% |
$27K - $33K
|
6.51K
$571K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
323+ 8.0% |
$22.5K - $27.5K
|
4.36K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
301New |
$21K - $25.7K
|
301
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
300+ 5.26% |
$20.9K - $25.6K
|
6K
$526K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
241+ 5.1% |
$16.8K - $20.6K
|
4.97K
$435K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
218New |
$15.2K - $18.6K
|
218
$19.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
200+ 952.38% |
$14K - $17.1K
|
221
$19.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
183+ 3.41% |
$12.8K - $15.6K
|
5.55K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
159+ 5.11% |
$11.1K - $13.6K
|
3.27K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
140+ 3.9% |
$9.77K - $11.9K
|
3.73K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
125+ 3.99% |
$8.73K - $10.7K
|
3.26K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 50.66% |
$8.03K - $9.81K
|
342
$30K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
50+ 1.9% |
$3.49K - $4.26K
|
2.69K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
41New |
$2.86K - $3.5K
|
41
$3.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
37+ 1.33% |
$2.58K - $3.16K
|
2.82K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
34+ 0.47% |
$2.37K - $2.9K
|
7.29K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$2.3K - $2.81K
|
33
$2.89K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 36.99% |
$1.88K - $2.3K
|
100
$8.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.23% |
$1.54K - $1.88K
|
9.7K
$850K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$698 - $853
|
3.29K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7New |
$489 - $597
|
7
$613
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1+ 0.02% |
$69.8 - $85.3
|
4.94K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-5- 0.11% |
$349 - $426
|
4.73K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9- 0.11% |
$628 - $768
|
8.45K
$741K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.23% |
$698 - $853
|
300
$26.3K
|