Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.61K+ 18.14% |
$121K - $153K
|
10.5K
$1.02M
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.6K+ 32.12% |
$120K - $152K
|
6.6K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.6K+ 9.72% |
$120K - $152K
|
18.1K
$1.75M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.6K+ 4.38% |
$120K - $152K
|
38.1K
$3.7M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.56K+ 1.15% |
$117K - $148K
|
137K
$13.3M
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.56K+ 5.63% |
$117K - $148K
|
29.2K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.55K+ 13.84% |
$117K - $147K
|
12.8K
$1.24M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.54K+ 30.77% |
$116K - $146K
|
6.54K
$636K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.49K+ 22.99% |
$111K - $141K
|
7.95K
$772K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.47K+ 2.86% |
$110K - $140K
|
53K
$5.15M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 27.22% |
$106K - $134K
|
6.62K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 31.82% |
$105K - $133K
|
5.8K
$564K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.36K+ 45.03% |
$102K - $129K
|
4.38K
$426K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 3.62% |
$102K - $129K
|
38.8K
$3.77M
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.31K+ 3.31% |
$98.6K - $125K
|
41K
$3.99M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 10.64% |
$96.8K - $122K
|
13.4K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.28K+ 15.45% |
$95.7K - $121K
|
9.53K
$925K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 30.36% |
$94.6K - $120K
|
5.41K
$526K
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.22K+ 3.67% |
$91.4K - $116K
|
34.4K
$3.35M
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.21K+ 10.6% |
$90.4K - $114K
|
12.6K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.18K+ 26.16% |
$88.6K - $112K
|
5.7K
$553K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11K+ 1220.88% |
$83.4K - $105K
|
1.2K
$117K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.1K+ 12.76% |
$82.4K - $104K
|
9.7K
$943K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 9.24% |
$80.3K - $102K
|
12.7K
$1.23M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.06K+ 24.42% |
$79.6K - $101K
|
5.4K
$525K
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.05K+ 4.5% |
$78.8K - $99.6K
|
24.4K
$2.37M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 17.08% |
$77.9K - $98.5K
|
7.12K
$691K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.01K+ 35.54% |
$75.5K - $95.5K
|
3.84K
$373K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1K+ 31.94% |
$75.1K - $94.9K
|
4.13K
$401K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
924+ 133.14% |
$69.4K - $87.7K
|
1.62K
$157K
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
916New |
$68.8K - $86.9K
|
916
$89K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
870+ 0.38% |
$65.3K - $82.6K
|
230K
$22.4M
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
867+ 9.43% |
$65.1K - $82.3K
|
10.1K
$978K
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
853+ 0.5% |
$64K - $80.9K
|
173K
$16.8M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
816+ 29.28% |
$61.2K - $77.4K
|
3.6K
$350K
|
|
Oct 20, 2022
Q3 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
809+ 1.13% |
$60.7K - $76.8K
|
72.6K
$7.05M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
804+ 5.72% |
$60.3K - $76.3K
|
14.9K
$1.44M
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
792+ 954.22% |
$59.4K - $75.2K
|
875
$85K
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
764+ 1.09% |
$57.3K - $72.5K
|
70.6K
$6.86M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
750+ 93.75% |
$56.3K - $71.2K
|
1.55K
$151K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
734+ 9.88% |
$55.1K - $69.7K
|
8.17K
$793K
|
|
Oct 27, 2022
Q3 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
725+ 4.03% |
$54.4K - $68.8K
|
18.7K
$1.82M
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
690+ 3.19% |
$51.8K - $65.5K
|
22.3K
$2.17M
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
660+ 14.03% |
$49.5K - $62.6K
|
5.36K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
652+ 2.85% |
$48.9K - $61.9K
|
23.5K
$2.29M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
629+ 1.75% |
$47.2K - $59.7K
|
36.6K
$3.56M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
613+ 8.38% |
$46K - $58.2K
|
7.93K
$770K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
595+ 1.45% |
$44.7K - $56.5K
|
41.7K
$4.05M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
593New |
$44.5K - $56.3K
|
593
$57.6K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
593+ 52.66% |
$44.5K - $56.3K
|
1.72K
$167K
|