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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 36.95% |
$5.63K - $7.12K
|
128
$12.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-75- 23.08% |
$5.63K - $7.12K
|
250
$24.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-76- 2.32% |
$5.7K - $7.21K
|
3.21K
$311K
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-77- 0.04% |
$5.78K - $7.31K
|
204K
$19.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-79- 0.53% |
$5.93K - $7.5K
|
14.8K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 2.08% |
$6.46K - $8.16K
|
4.04K
$393K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-92- 1.03% |
$6.91K - $8.73K
|
8.8K
$855K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-95- 1.77% |
$7.13K - $9.02K
|
5.27K
$512K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-97- 97.0% |
$7.28K - $9.21K
|
3
$291
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-99- 66.89% |
$7.43K - $9.4K
|
49
$4.76K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-100- 0.73% |
$7.51K - $9.49K
|
13.6K
$1.32M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.8% |
$7.96K - $10.1K
|
13.1K
$1.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-108- 0.83% |
$8.11K - $10.2K
|
12.9K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-115- 0.48% |
$8.63K - $10.9K
|
24.1K
$2.34M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-130- 11.69% |
$9.76K - $12.3K
|
982
$95.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-139- 3.24% |
$10.4K - $13.2K
|
4.15K
$403K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-145- 2.12% |
$10.9K - $13.8K
|
6.7K
$651K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-147- 2.07% |
$11K - $14K
|
6.96K
$676K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-150- 3.0% |
$11.3K - $14.2K
|
4.85K
$471K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-166- 1.33% |
$12.5K - $15.8K
|
12.4K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-180- 7.54% |
$13.5K - $17.1K
|
2.21K
$214K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 2.84% |
$15K - $19K
|
6.85K
$665K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-228- 5.14% |
$17.1K - $21.6K
|
4.21K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-235- 92.16% |
$17.6K - $22.3K
|
20
$1.94K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-252- 37.89% |
$18.9K - $23.9K
|
413
$40.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-253- 1.29% |
$19K - $24K
|
19.4K
$1.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-271- 2.5% |
$20.3K - $25.7K
|
10.6K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-273- 6.37% |
$20.5K - $25.9K
|
4.01K
$390K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-274- 3.0% |
$20.6K - $26K
|
8.87K
$861K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-275- 7.63% |
$20.6K - $26.1K
|
3.33K
$323K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-277- 1.33% |
$20.8K - $26.3K
|
20.6K
$2M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-296- 0.84% |
$22.2K - $28.1K
|
34.9K
$3.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-300- 10.33% |
$22.5K - $28.5K
|
2.61K
$253K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-300- 7.89% |
$22.5K - $28.5K
|
3.5K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-304- 6.21% |
$22.8K - $28.8K
|
4.59K
$446K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-325- 1.62% |
$24.4K - $30.8K
|
19.7K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-329- 2.04% |
$24.7K - $31.2K
|
15.8K
$1.54M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-330- 19.17% |
$24.8K - $31.3K
|
1.39K
$135K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-344- 1.94% |
$25.8K - $32.6K
|
17.4K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-370- 3.72% |
$27.8K - $35.1K
|
9.56K
$929K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-385- 4.66% |
$28.9K - $36.5K
|
7.88K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-400- 29.74% |
$30K - $38K
|
945
$91.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-407- 7.71% |
$30.5K - $38.6K
|
4.87K
$473K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-443- 3.16% |
$33.3K - $42K
|
13.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-450- 1.46% |
$33.8K - $42.7K
|
30.3K
$2.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-455- 3.22% |
$34.2K - $43.2K
|
13.7K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-460- 2.78% |
$34.5K - $43.7K
|
16.1K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-466- 0.67% |
$35K - $44.2K
|
68.9K
$6.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-468- 24.09% |
$35.1K - $44.4K
|
1.48K
$143K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-480- 9.4% |
$36K - $45.6K
|
4.62K
$449K
|