Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.42KNew |
$186K - $207K
|
2.42K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.39K+ 2.86% |
$183K - $204K
|
85.7K
$7.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
2.37KNew |
$181K - $203K
|
2.37K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.31K+ 61.6% |
$177K - $198K
|
6.06K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.26K+ 3.58% |
$173K - $193K
|
65.3K
$5.95M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.21K+ 68.78% |
$170K - $190K
|
5.43K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.2K+ 41.67% |
$169K - $188K
|
7.48K
$682K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.19K+ 38.97% |
$168K - $188K
|
7.82K
$713K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.18K+ 24.01% |
$168K - $187K
|
11.3K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$163K - $182K
|
2.13K
$194K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.11K+ 2.22% |
$162K - $181K
|
97.2K
$8.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.06K+ 2.67% |
$158K - $177K
|
79.4K
$7.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.02K+ 30.94% |
$155K - $173K
|
8.57K
$781K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2K+ 4.35% |
$153K - $171K
|
47.9K
$4.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.94K+ 24.54% |
$149K - $166K
|
9.82K
$896K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 4.98% |
$148K - $165K
|
40.7K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Potomac Capital Management, Inc.
|
BUY
|
- |
1.9K+ 18.1% |
$146K - $163K
|
12.4K
$1.13M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.9K+ 28.15% |
$145K - $162K
|
8.63K
$787K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.89K+ 9.38% |
$145K - $161K
|
22K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.81KNew |
$139K - $155K
|
1.81K
$165K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.77K+ 38.82% |
$136K - $152K
|
6.33K
$577K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.74K+ 2.39% |
$134K - $149K
|
74.7K
$6.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 6.8% |
$128K - $143K
|
26.2K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.65K+ 2.93% |
$127K - $141K
|
57.9K
$5.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.62K+ 0.79% |
$124K - $139K
|
206K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.5K+ 14.04% |
$115K - $129K
|
12.2K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$115K - $128K
|
1.5K
$137K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.48K+ 92.73% |
$114K - $127K
|
3.08K
$281K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 12.69% |
$109K - $122K
|
12.6K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.34K+ 4.69% |
$103K - $115K
|
29.9K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.32K+ 100.0% |
$101K - $113K
|
2.64K
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.26KNew |
$96.7K - $108K
|
1.26K
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 31.0% |
$95.9K - $107K
|
5.28K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
1.24K+ 35.38% |
$95.1K - $106K
|
4.75K
$433K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
1.2K+ 1.38% |
$92.1K - $103K
|
88K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.18K+ 1.83% |
$90.6K - $101K
|
65.8K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.15KNew |
$88.2K - $98.5K
|
1.15K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.13K+ 17.68% |
$86.7K - $96.8K
|
7.52K
$686K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.1K+ 2.68% |
$84.4K - $94.2K
|
42.1K
$3.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.1K+ 2.76% |
$84.2K - $94K
|
40.9K
$3.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.09K+ 32.39% |
$83.2K - $92.9K
|
4.44K
$405K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
995+ 130.92% |
$76.3K - $85.2K
|
1.76K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
978New |
$75K - $83.8K
|
978
$89.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
962+ 7.65% |
$73.8K - $82.4K
|
13.5K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
938+ 44.88% |
$72K - $80.3K
|
3.03K
$276K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
898+ 9.98% |
$68.9K - $76.9K
|
9.9K
$903K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
895+ 24.59% |
$68.7K - $76.7K
|
4.54K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
825New |
$63.3K - $70.7K
|
825
$75.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
822+ 11.24% |
$63.1K - $70.4K
|
8.14K
$742K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
760+ 233.13% |
$58.3K - $65.1K
|
1.09K
$99.1K
|