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 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
226+ 5.64% |
$16.2K - $19.4K
|
4.24K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
208+ 7.03% |
$15K - $17.8K
|
3.17K
$291K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
205New |
$14.7K - $17.6K
|
205
$18.9K
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 25.0% |
$14.4K - $17.2K
|
1K
$92K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 66.67% |
$14.4K - $17.2K
|
500
$46K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 0.48% |
$14K - $16.7K
|
41.1K
$3.78M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
195New |
$14K - $16.7K
|
195
$17.9K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 0.48% |
$14K - $16.7K
|
41.1K
$3.78M
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
193+ 10.44% |
$13.9K - $16.6K
|
2.04K
$188K
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
161New |
$11.6K - $13.8K
|
161
$14.8K
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
146+ 5.01% |
$10.5K - $12.5K
|
3.06K
$282K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
138+ 5.02% |
$9.92K - $11.8K
|
2.89K
$266K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
138+ 1.85% |
$9.92K - $11.8K
|
7.61K
$700K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
134+ 3.18% |
$9.63K - $11.5K
|
4.35K
$400K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
131+ 0.72% |
$9.42K - $11.2K
|
18.4K
$1.69M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
118+ 0.65% |
$8.48K - $10.1K
|
18.4K
$1.69M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
100+ 0.27% |
$7.19K - $8.58K
|
37.5K
$3.45M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
100+ 1.31% |
$7.19K - $8.58K
|
7.71K
$709K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 1.66% |
$7.19K - $8.58K
|
6.11K
$562K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
100+ 3.18% |
$7.19K - $8.58K
|
3.25K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
99+ 0.51% |
$7.12K - $8.49K
|
19.6K
$1.8M
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
95+ 0.29% |
$6.83K - $8.15K
|
32.7K
$3.01M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
83+ 1.49% |
$5.97K - $7.12K
|
5.65K
$519K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
82+ 0.61% |
$5.89K - $7.03K
|
13.5K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
78+ 0.42% |
$5.61K - $6.69K
|
18.7K
$1.72M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
72+ 0.13% |
$5.18K - $6.17K
|
55.2K
$5.07M
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
72+ 0.13% |
$5.18K - $6.17K
|
55.2K
$5.07M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 0.03% |
$4.46K - $5.32K
|
188K
$17.2M
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
60+ 1.65% |
$4.31K - $5.15K
|
3.71K
$341K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
57+ 1.13% |
$4.1K - $4.89K
|
5.1K
$469K
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
57+ 16.52% |
$4.1K - $4.89K
|
402
$37K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
55+ 91.67% |
$3.95K - $4.72K
|
115
$10.6K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
51+ 1.22% |
$3.67K - $4.37K
|
4.24K
$390K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
45New |
$3.23K - $3.86K
|
45
$4.14K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
45+ 1.1% |
$3.23K - $3.86K
|
4.13K
$380K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
42+ 1.33% |
$3.02K - $3.6K
|
3.21K
$295K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37+ 0.9% |
$2.66K - $3.17K
|
4.16K
$382K
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
35+ 0.02% |
$2.52K - $3K
|
169K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
34New |
$2.44K - $2.92K
|
34
$3.13K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
32+ 0.6% |
$2.3K - $2.74K
|
5.41K
$498K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
25+ 0.07% |
$1.8K - $2.14K
|
35.2K
$3.24M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14+ 0.45% |
$1.01K - $1.2K
|
3.16K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11+ 0.11% |
$791 - $943
|
10.2K
$935K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$575 - $686
|
4.05K
$372K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 7.46% |
$359 - $429
|
72
$6.62K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 3.28% |
$288 - $343
|
126
$11.6K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$71.9 - $85.8
|
3.95K
$363K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.94% |
$71.9 - $85.8
|
105
$9.66K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5- 3.13% |
$359 - $429
|
155
$14.3K
|