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 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-67- 3.15% |
$6.09K - $6.86K
|
2.06K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 10.97% |
$6.18K - $6.97K
|
552
$49.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 1.58% |
$6.36K - $7.17K
|
4.36K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-78- 0.89% |
$7.09K - $7.99K
|
8.66K
$774K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-79- 1.26% |
$7.18K - $8.09K
|
6.21K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 0.44% |
$7.18K - $8.09K
|
17.7K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-82- 3.43% |
$7.45K - $8.4K
|
2.31K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-97- 0.52% |
$8.81K - $9.94K
|
18.7K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 20.0% |
$9.09K - $10.2K
|
400
$35.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.89% |
$9.09K - $10.2K
|
3.36K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 66.67% |
$9.09K - $10.2K
|
50
$4.47K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-112- 4.77% |
$10.2K - $11.5K
|
2.24K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-112- 0.49% |
$10.2K - $11.5K
|
22.8K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-115- 5.32% |
$10.5K - $11.8K
|
2.05K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-119- 0.38% |
$10.8K - $12.2K
|
31.1K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-119- 2.75% |
$10.8K - $12.2K
|
4.2K
$376K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-125- 4.0% |
$11.4K - $12.8K
|
3K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-128- 3.61% |
$11.6K - $13.1K
|
3.42K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-130- 2.81% |
$11.8K - $13.3K
|
4.5K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-130- 5.94% |
$11.8K - $13.3K
|
2.06K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-133- 5.38% |
$12.1K - $13.6K
|
2.34K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-139- 2.65% |
$12.6K - $14.2K
|
5.1K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-145- 0.46% |
$13.2K - $14.9K
|
31.5K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-146- 21.66% |
$13.3K - $15K
|
528
$47.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-149- 2.16% |
$13.5K - $15.3K
|
6.75K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-150- 2.85% |
$13.6K - $15.4K
|
5.11K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150- 46.01% |
$13.6K - $15.4K
|
176
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-153- 5.88% |
$13.9K - $15.7K
|
2.45K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-161- 2.41% |
$14.6K - $16.5K
|
6.51K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-162- 2.56% |
$14.7K - $16.6K
|
6.18K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-175- 2.6% |
$15.9K - $17.9K
|
6.55K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-185- 4.18% |
$16.8K - $18.9K
|
4.25K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-188- 40.6% |
$17.1K - $19.3K
|
275
$24.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-208- 7.89% |
$18.9K - $21.3K
|
2.43K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-210- 0.69% |
$19.1K - $21.5K
|
30.1K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-215- 7.23% |
$19.5K - $22K
|
2.76K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-217- 4.14% |
$19.7K - $22.2K
|
5.02K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-220- 4.74% |
$20K - $22.5K
|
4.42K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-220- 1.09% |
$20K - $22.5K
|
20K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-220- 4.02% |
$20K - $22.5K
|
5.25K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-220- 39.64% |
$20K - $22.5K
|
335
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-225- 2.03% |
$20.4K - $23K
|
10.9K
$971K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-230- 5.62% |
$20.9K - $23.6K
|
3.87K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-248- 2.16% |
$22.5K - $25.4K
|
11.3K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-250- 9.26% |
$22.7K - $25.6K
|
2.45K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250- 5.15% |
$22.7K - $25.6K
|
4.6K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-251- 9.1% |
$22.8K - $25.7K
|
2.51K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-255- 1.68% |
$23.2K - $26.1K
|
14.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-257- 4.82% |
$23.4K - $26.3K
|
5.07K
$454K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-266- 5.55% |
$24.2K - $27.2K
|
4.52K
$405K
|