Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.77KNew |
$343K - $409K
|
4.77K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.37K+ 73.25% |
$314K - $375K
|
10.3K
$950K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.21K+ 24.96% |
$303K - $361K
|
21.1K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
4KNew |
$288K - $343K
|
4K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.9KNew |
$280K - $334K
|
3.9K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.68KNew |
$265K - $316K
|
3.68K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.67KNew |
$264K - $314K
|
3.67K
$337K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.43K+ 19.66% |
$246K - $294K
|
20.9K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.39KNew |
$244K - $291K
|
3.39K
$312K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.35KNew |
$240K - $287K
|
3.35K
$308K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
3.31K+ 5.12% |
$238K - $284K
|
68K
$6.25M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.29K+ 15.09% |
$236K - $282K
|
25.1K
$2.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.18KNew |
$228K - $272K
|
3.18K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.15K+ 9.02% |
$226K - $270K
|
38.1K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$226K - $270K
|
3.15K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.1K+ 99.26% |
$223K - $266K
|
6.22K
$572K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 1234.69% |
$217K - $259K
|
3.27K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3KNew |
$216K - $257K
|
3K
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.96KNew |
$213K - $254K
|
2.96K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 12.48% |
$210K - $250K
|
26.3K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.9K+ 84.97% |
$209K - $249K
|
6.32K
$581K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
2.9KNew |
$208K - $249K
|
2.9K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.81KNew |
$202K - $241K
|
2.81K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.8KNew |
$201K - $240K
|
2.8K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$198K - $236K
|
2.76K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.63K+ 7.27% |
$189K - $225K
|
38.8K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.5KNew |
$180K - $214K
|
2.5K
$230K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$178K - $212K
|
2.48K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.48K+ 15.59% |
$178K - $212K
|
18.4K
$1.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.4K+ 417.39% |
$173K - $206K
|
2.98K
$274K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.34K+ 1.14% |
$168K - $201K
|
208K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.2K+ 10.32% |
$158K - $188K
|
23.5K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.1K+ 41.56% |
$151K - $180K
|
7.15K
$658K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.08K+ 2.08% |
$150K - $178K
|
102K
$9.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.02K+ 9.34% |
$145K - $173K
|
23.7K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.01K+ 34.95% |
$144K - $172K
|
7.76K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 6.27% |
$142K - $169K
|
33.4K
$3.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 7.49% |
$141K - $169K
|
28.2K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.95K+ 6.95% |
$140K - $167K
|
30K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.93K+ 4.93% |
$139K - $166K
|
41.1K
$3.78M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.91K+ 60.53% |
$137K - $164K
|
5.06K
$465K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.88K+ 9.21% |
$135K - $161K
|
22.3K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.8K+ 22.21% |
$129K - $154K
|
9.91K
$911K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.73K+ 23.02% |
$125K - $149K
|
9.26K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.73K+ 66.76% |
$124K - $148K
|
4.32K
$397K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 32.38% |
$109K - $130K
|
6.22K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
1.5K+ 4.2% |
$108K - $129K
|
37.2K
$3.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.42K+ 9.59% |
$102K - $122K
|
16.2K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.4K+ 10.06% |
$101K - $120K
|
15.3K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$98.8K - $118K
|
1.38K
$126K
|