Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
7.99K+ 8.92% |
$869K - $1.07M
|
97.6K
$9.07M
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
7.9KNew |
$859K - $1.06M
|
7.9K
$734K
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.89KNew |
$858K - $1.06M
|
7.89K
$733K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.74K+ 27.72% |
$842K - $1.04M
|
35.7K
$3.31M
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
7.67K+ 4.13% |
$834K - $1.03M
|
193K
$17.9M
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
7.17K+ 20.21% |
$780K - $961K
|
42.6K
$3.96M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 11.39% |
$773K - $954K
|
69.5K
$6.46M
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.07K+ 52.76% |
$769K - $949K
|
20.5K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.05K+ 19.12% |
$767K - $946K
|
44K
$4.08M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
7.02KNew |
$763K - $941K
|
7.02K
$652K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.83KNew |
$743K - $916K
|
6.83K
$634K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.72KNew |
$730K - $901K
|
6.72K
$624K
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.58K+ 4.73% |
$716K - $883K
|
146K
$13.5M
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
6.57KNew |
$715K - $881K
|
6.57K
$610K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.35KNew |
$691K - $852K
|
6.35K
$590K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.35K+ 16.53% |
$690K - $851K
|
44.7K
$4.16M
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
6.06KNew |
$659K - $812K
|
6.06K
$562K
|
|
Feb 10, 2022
Q4 2021
|
Symmetry Investments LP
|
BUY
|
- |
6KNew |
$653K - $805K
|
6K
$557K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
5.8K+ 9.73% |
$631K - $778K
|
65.4K
$6.07M
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
5.77KNew |
$627K - $773K
|
5.77K
$535K
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.75K+ 14.55% |
$626K - $772K
|
45.3K
$4.21M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
5.51KNew |
$599K - $738K
|
5.51K
$511K
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.47K+ 39.63% |
$595K - $734K
|
19.3K
$1.79M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
5.3K+ 2.24% |
$576K - $711K
|
242K
$22.5M
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
4.87KNew |
$530K - $654K
|
4.87K
$453K
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 85.48% |
$525K - $647K
|
10.5K
$972K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.79K+ 13.13% |
$521K - $643K
|
41.3K
$3.83M
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4.7KNew |
$511K - $631K
|
4.7K
$437K
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
4.41K+ 2.15% |
$480K - $592K
|
210K
$19.5M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
4.41K+ 33.84% |
$479K - $591K
|
17.4K
$1.62M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.35KNew |
$473K - $584K
|
4.35K
$404K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.32KNew |
$470K - $579K
|
4.32K
$401K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.28K+ 4.48% |
$465K - $574K
|
99.6K
$9.25M
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.22K+ 2.24% |
$459K - $567K
|
193K
$17.9M
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.84K+ 12.2% |
$418K - $515K
|
35.3K
$3.28M
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.8K+ 203.26% |
$413K - $510K
|
5.67K
$527K
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.8K+ 111.76% |
$413K - $510K
|
7.2K
$669K
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
3.78K+ 77.59% |
$411K - $507K
|
8.65K
$803K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.77KNew |
$410K - $506K
|
3.77K
$350K
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.75KNew |
$408K - $503K
|
3.75K
$348K
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3.75KNew |
$407K - $502K
|
3.75K
$348K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.72K+ 13.7% |
$405K - $499K
|
30.9K
$2.87M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.62KNew |
$394K - $485K
|
3.62K
$336K
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.57K+ 105.46% |
$389K - $479K
|
6.96K
$646K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.5KNew |
$381K - $470K
|
3.5K
$325K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.39KNew |
$368K - $454K
|
3.39K
$314K
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.35KNew |
$365K - $450K
|
3.35K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.31K+ 11.64% |
$360K - $444K
|
31.7K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.26K+ 2.5% |
$355K - $438K
|
134K
$12.4M
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.13KNew |
$340K - $419K
|
3.13K
$290K
|