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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-550- 13.28% |
$39.5K - $47.2K
|
3.59K
$330K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-555- 8.51% |
$39.9K - $47.6K
|
5.96K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-556- 0.97% |
$40K - $47.7K
|
56.9K
$5.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-558- 3.25% |
$40.1K - $47.9K
|
16.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-560- 9.51% |
$40.3K - $48K
|
5.33K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-575- 4.75% |
$41.3K - $49.3K
|
11.5K
$1.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-595- 38.56% |
$42.8K - $51K
|
948
$87.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-600- 14.63% |
$43.1K - $51.5K
|
3.5K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-605- 6.25% |
$43.5K - $51.9K
|
9.07K
$834K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-615- 6.7% |
$44.2K - $52.7K
|
8.57K
$788K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-617- 4.06% |
$44.3K - $52.9K
|
14.6K
$1.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-635- 2.87% |
$45.6K - $54.5K
|
21.5K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-648- 8.54% |
$46.6K - $55.6K
|
6.94K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-650- 1.42% |
$46.7K - $55.7K
|
45.3K
$4.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-658- 3.56% |
$47.3K - $56.4K
|
17.8K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-665- 8.92% |
$47.8K - $57K
|
6.79K
$625K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-700- 3.1% |
$50.3K - $60K
|
21.9K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-712- 4.78% |
$51.2K - $61.1K
|
14.2K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-716- 8.56% |
$51.5K - $61.4K
|
7.65K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-734- 16.08% |
$52.8K - $62.9K
|
3.83K
$352K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-736- 18.74% |
$52.9K - $63.1K
|
3.19K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-763- 3.22% |
$54.8K - $65.4K
|
23K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-764- 10.9% |
$54.9K - $65.5K
|
6.25K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-779- 7.05% |
$56K - $66.8K
|
10.3K
$945K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-791- 0.37% |
$56.9K - $67.8K
|
215K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-811- 3.5% |
$58.3K - $69.6K
|
22.4K
$2.06M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-823- 19.48% |
$59.2K - $70.6K
|
3.4K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-825- 13.9% |
$59.3K - $70.8K
|
5.11K
$470K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-825- 15.47% |
$59.3K - $70.8K
|
4.51K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-832- 15.06% |
$59.8K - $71.4K
|
4.69K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-849- 16.68% |
$61K - $72.8K
|
4.24K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-924- 9.23% |
$66.4K - $79.2K
|
9.09K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-964- 3.13% |
$69.3K - $82.7K
|
29.9K
$2.75M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-999- 12.38% |
$71.8K - $85.7K
|
7.07K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.09K- 11.98% |
$78.5K - $93.6K
|
8.02K
$738K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.13K- 17.11% |
$81.2K - $96.9K
|
5.47K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.14K- 4.7% |
$81.9K - $97.8K
|
23.1K
$2.13M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.15K- 21.7% |
$82.7K - $98.6K
|
4.15K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.15K- 7.7% |
$82.8K - $98.8K
|
13.8K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.16K- 17.6% |
$83K - $99.1K
|
5.41K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.23K- 10.19% |
$88.3K - $105K
|
10.8K
$997K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36K- 1.63% |
$97.9K - $117K
|
82.2K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 1.77% |
$101K - $121K
|
78.2K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.41K- 3.87% |
$101K - $121K
|
35K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.47K- 10.79% |
$105K - $126K
|
12.1K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 25.75% |
$105K - $126K
|
4.23K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.49K- 1.37% |
$107K - $128K
|
108K
$9.9M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$108K - $129K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 18.66% |
$113K - $135K
|
6.87K
$631K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 7.9% |
$120K - $143K
|
19.4K
$1.78M
|