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 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-270- 1.02% |
$24.5K - $27.7K
|
26.1K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-273- 3.71% |
$24.8K - $28K
|
7.08K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-274- 0.25% |
$24.9K - $28.1K
|
110K
$9.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-274- 2.79% |
$24.9K - $28.1K
|
9.55K
$854K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-274- 10.51% |
$24.9K - $28.1K
|
2.33K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-280- 10.45% |
$25.4K - $28.7K
|
2.4K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-288- 7.35% |
$26.2K - $29.5K
|
3.63K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-288- 4.08% |
$26.2K - $29.5K
|
6.77K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-297- 8.79% |
$27K - $30.4K
|
3.08K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 7.07% |
$27.3K - $30.7K
|
3.94K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-309- 7.78% |
$28.1K - $31.7K
|
3.66K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-321- 3.27% |
$29.2K - $32.9K
|
9.51K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-325- 3.44% |
$29.5K - $33.3K
|
9.12K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-325- 4.87% |
$29.5K - $33.3K
|
6.35K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-325- 2.25% |
$29.5K - $33.3K
|
14.1K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-330- 2.01% |
$30K - $33.8K
|
16.1K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-332- 13.34% |
$30.2K - $34K
|
2.16K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-343- 6.52% |
$31.2K - $35.1K
|
4.92K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-346- 1.0% |
$31.4K - $35.4K
|
34.3K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-347- 1.78% |
$31.5K - $35.5K
|
19.2K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-350- 2.91% |
$31.8K - $35.9K
|
11.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-350- 6.36% |
$31.8K - $35.9K
|
5.15K
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-361- 83.76% |
$32.8K - $37K
|
70
$6.26K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-375- 1.03% |
$34.1K - $38.4K
|
35.9K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-377- 6.19% |
$34.3K - $38.6K
|
5.71K
$511K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-413- 5.12% |
$37.5K - $42.3K
|
7.65K
$684K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-414- 1.55% |
$37.6K - $42.4K
|
26.3K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-420- 4.17% |
$38.2K - $43K
|
9.65K
$863K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-439- 12.21% |
$39.9K - $45K
|
3.16K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-460- 8.23% |
$41.8K - $47.1K
|
5.13K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-495- 6.95% |
$45K - $50.7K
|
6.63K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-498- 3.85% |
$45.3K - $51K
|
12.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-525- 6.71% |
$47.7K - $53.8K
|
7.3K
$653K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-530- 2.6% |
$48.2K - $54.3K
|
19.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-534- 3.56% |
$48.5K - $54.7K
|
14.5K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-540- 1.49% |
$49.1K - $55.3K
|
35.7K
$3.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-543- 3.14% |
$49.3K - $55.6K
|
16.8K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-550- 39.57% |
$50K - $56.3K
|
840
$75.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-550- 2.6% |
$50K - $56.3K
|
20.6K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-550- 2.97% |
$50K - $56.3K
|
18K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-550- 5.55% |
$50K - $56.3K
|
9.36K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-558- 3.37% |
$50.7K - $57.2K
|
16K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-575- 19.33% |
$52.3K - $58.9K
|
2.4K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-579- 1.29% |
$52.6K - $59.3K
|
44.5K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-584- 0.66% |
$53.1K - $59.8K
|
87.6K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-595- 5.25% |
$54.1K - $60.9K
|
10.7K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-596- 4.73% |
$54.2K - $61K
|
12K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-600- 9.31% |
$54.5K - $61.5K
|
5.85K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-645- 5.71% |
$58.6K - $66.1K
|
10.6K
$952K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-705- 13.42% |
$64.1K - $72.2K
|
4.55K
$407K
|