Purchases and Sales Made in Q3 2024 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 2024. 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 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
669+ 1.41% |
$60.8K - $68.5K
|
48.2K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
666New |
$60.5K - $68.2K
|
666
$59.6K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
663+ 3.89% |
$60.2K - $67.9K
|
17.7K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
648+ 2.78% |
$58.9K - $66.4K
|
24K
$2.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
631+ 7.6% |
$57.3K - $64.6K
|
8.94K
$799K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
629+ 3.25% |
$57.2K - $64.4K
|
20K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
587New |
$53.3K - $60.1K
|
587
$52.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
550New |
$50K - $56.3K
|
550
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
524New |
$47.6K - $53.7K
|
524
$46.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
500New |
$45.4K - $51.2K
|
500
$44.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
480+ 6.6% |
$43.6K - $49.2K
|
7.75K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
474+ 1.15% |
$43.1K - $48.6K
|
41.5K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 5.45% |
$41.3K - $46.5K
|
8.78K
$785K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
449New |
$40.8K - $46K
|
449
$40.2K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
440+ 564.1% |
$40K - $45.1K
|
518
$46.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
435+ 1.79% |
$39.5K - $44.6K
|
24.7K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
424+ 0.4% |
$38.5K - $43.4K
|
105K
$9.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
400New |
$36.3K - $41K
|
400
$35.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 12.31% |
$36.3K - $41K
|
3.65K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
391+ 2.97% |
$35.5K - $40.1K
|
13.6K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
372+ 1.24% |
$33.8K - $38.1K
|
30.4K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
366+ 1.77% |
$33.3K - $37.5K
|
21.1K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
362+ 8.23% |
$32.9K - $37.1K
|
4.76K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 0.98% |
$30.9K - $34.8K
|
35.1K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
329+ 4.25% |
$29.9K - $33.7K
|
8.08K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
325+ 3.73% |
$29.5K - $33.3K
|
9.05K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
315+ 12.47% |
$28.6K - $32.3K
|
2.84K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
308+ 12.61% |
$28K - $31.5K
|
2.75K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
301+ 6.95% |
$27.4K - $30.8K
|
4.63K
$414K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
301+ 25.08% |
$27.4K - $30.8K
|
1.5K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
299+ 8.16% |
$27.2K - $30.6K
|
3.96K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
265+ 10.86% |
$24.1K - $27.1K
|
2.71K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
244+ 1.0% |
$22.2K - $25K
|
24.6K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
244+ 10.05% |
$22.2K - $25K
|
2.67K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
242+ 4.23% |
$22K - $24.8K
|
5.96K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
240New |
$21.8K - $24.6K
|
240
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
239+ 3.59% |
$21.7K - $24.5K
|
6.89K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232+ 2.07% |
$21.1K - $23.8K
|
11.4K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231+ 6.62% |
$21K - $23.7K
|
3.72K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
228+ 0.88% |
$20.7K - $23.4K
|
26.2K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222+ 18.88% |
$20.2K - $22.7K
|
1.4K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
218+ 0.38% |
$19.8K - $22.3K
|
56.9K
$5.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
209+ 1.39% |
$19K - $21.4K
|
15.3K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
207+ 4.77% |
$18.8K - $21.2K
|
4.54K
$406K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 3.35% |
$18.2K - $20.5K
|
6.17K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
200+ 3.92% |
$18.2K - $20.5K
|
5.3K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 7.17% |
$18.1K - $20.4K
|
2.98K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 101.53% |
$18.1K - $20.4K
|
395
$35.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188+ 2.13% |
$17.1K - $19.3K
|
9.02K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
183+ 300.0% |
$16.6K - $18.7K
|
244
$21.8K
|