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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188+ 2.13% |
$17.1K - $19.3K
|
9.02K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
183+ 300.0% |
$16.6K - $18.7K
|
244
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
180New |
$16.4K - $18.4K
|
180
$13.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
179+ 0.9% |
$16.3K - $18.3K
|
20.1K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 6.79% |
$15.4K - $17.4K
|
2.67K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
166+ 3.87% |
$15.1K - $17K
|
4.45K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
165+ 0.52% |
$15K - $16.9K
|
32.1K
$2.44M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
160+ 6.04% |
$14.5K - $16.4K
|
2.81K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
157+ 2.37% |
$14.3K - $16.1K
|
6.77K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
156+ 3.97% |
$14.2K - $16K
|
4.09K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
155+ 1.17% |
$14.1K - $15.9K
|
13.5K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
152+ 1.72% |
$13.8K - $15.6K
|
9K
$684K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
151+ 24.55% |
$13.7K - $15.5K
|
766
$58.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.85% |
$13.6K - $15.4K
|
17.8K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 2.41% |
$13.6K - $15.4K
|
6.38K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
150+ 8.56% |
$13.6K - $15.4K
|
1.9K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
148+ 0.62% |
$13.4K - $15.2K
|
23.9K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
146+ 5.63% |
$13.3K - $15K
|
2.74K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
138+ 4.73% |
$12.5K - $14.1K
|
3.06K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
128+ 8.59% |
$11.6K - $13.1K
|
1.62K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
127+ 0.87% |
$11.5K - $13K
|
14.8K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 5.65% |
$11.4K - $12.8K
|
2.34K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
122+ 0.22% |
$11.1K - $12.5K
|
54.8K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$10.9K - $12.3K
|
120
$9.11K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
112New |
$10.2K - $11.5K
|
112
$8.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 0.14% |
$10K - $11.3K
|
80K
$6.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 8.66% |
$9.72K - $11K
|
1.34K
$102K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
106New |
$9.63K - $10.9K
|
106
$8.05K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
106+ 1.96% |
$9.63K - $10.9K
|
5.5K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
105New |
$9.54K - $10.8K
|
105
$7.97K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$7.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.64% |
$9.09K - $10.2K
|
3.89K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$7.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$7.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98New |
$8.91K - $10K
|
98
$7.44K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
83+ 0.66% |
$7.54K - $8.5K
|
12.7K
$963K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 3.85% |
$7.09K - $7.99K
|
2.1K
$160K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64+ 0.91% |
$5.82K - $6.56K
|
7.11K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 84.21% |
$5.82K - $6.56K
|
140
$10.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
60+ 0.93% |
$5.45K - $6.15K
|
6.49K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.45K - $6.15K
|
60
$4.56K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
60+ 1.99% |
$5.45K - $6.15K
|
3.08K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 135.71% |
$5.18K - $5.84K
|
99
$7.52K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56+ 21.62% |
$5.09K - $5.74K
|
315
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
52+ 1.25% |
$4.73K - $5.33K
|
4.22K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
50+ 1.3% |
$4.54K - $5.12K
|
3.91K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 2.27% |
$4.54K - $5.12K
|
2.25K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.65% |
$4.45K - $5.02K
|
3.02K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37+ 0.73% |
$3.36K - $3.79K
|
5.11K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
33+ 0.06% |
$3K - $3.38K
|
51.8K
$3.94M
|