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
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.09% |
$537 - $600
|
8.02K
$745K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
6New |
$460 - $514
|
6
$557
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$384 - $428
|
5
$464
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5+ 1.37% |
$384 - $428
|
370
$34.4K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
3New |
$230 - $257
|
3
$279
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$76.7 - $85.7
|
1
$92.9
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.78% |
$76.7 - $85.7
|
129
$12K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-2- 0.02% |
$153 - $171
|
10.6K
$983K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.97% |
$307 - $343
|
409
$38K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-5- 0.02% |
$384 - $428
|
30.3K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8- 0.1% |
$614 - $685
|
7.95K
$739K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 8.26% |
$690 - $771
|
100
$9.29K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11- 0.32% |
$844 - $942
|
3.44K
$320K
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.08% |
$997 - $1.11K
|
15.7K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-14- 4.14% |
$1.07K - $1.2K
|
324
$30.1K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15- 0.28% |
$1.15K - $1.28K
|
5.25K
$488K
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15- 0.48% |
$1.15K - $1.28K
|
3.13K
$290K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-22- 0.34% |
$1.69K - $1.88K
|
6.44K
$598K
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-24- 0.86% |
$1.84K - $2.06K
|
2.78K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 74.36% |
$2.22K - $2.48K
|
10
$929
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-34- 0.06% |
$2.61K - $2.91K
|
59.7K
$5.54M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-35- 3.99% |
$2.69K - $3K
|
843
$78.3K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-40- 0.49% |
$3.07K - $3.43K
|
8.13K
$755K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-50- 0.59% |
$3.84K - $4.28K
|
8.37K
$777K
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.76% |
$3.84K - $4.28K
|
6.52K
$606K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-51- 0.26% |
$3.91K - $4.37K
|
19.6K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 0.8% |
$4.22K - $4.71K
|
6.79K
$631K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-67- 2.23% |
$5.14K - $5.74K
|
2.94K
$273K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-75- 47.47% |
$5.75K - $6.42K
|
83
$7.71K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-76- 0.33% |
$5.83K - $6.51K
|
23.2K
$2.16M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-80- 0.78% |
$6.14K - $6.85K
|
10.2K
$945K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 8.25% |
$6.21K - $6.94K
|
901
$83.7K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-94- 2.66% |
$7.21K - $8.05K
|
3.44K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-95- 6.44% |
$7.29K - $8.14K
|
1.38K
$128K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 1.93% |
$7.67K - $8.57K
|
5.08K
$472K
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-100- 1.49% |
$7.67K - $8.57K
|
6.6K
$613K
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-101- 0.42% |
$7.75K - $8.65K
|
24K
$2.23M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-101- 5.88% |
$7.75K - $8.65K
|
1.62K
$150K
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-105- 3.07% |
$8.06K - $8.99K
|
3.31K
$307K
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-119- 0.22% |
$9.13K - $10.2K
|
54.6K
$5.07M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-120- 0.88% |
$9.21K - $10.3K
|
13.5K
$1.26M
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-129- 1.26% |
$9.9K - $11.1K
|
10.1K
$940K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-129- 44.64% |
$9.9K - $11.1K
|
160
$14.9K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-130- 1.64% |
$9.97K - $11.1K
|
7.79K
$723K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-144- 15.24% |
$11K - $12.3K
|
801
$74.4K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 2.65% |
$11.2K - $12.5K
|
5.36K
$498K
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-150- 1.38% |
$11.5K - $12.8K
|
10.7K
$996K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-155- 25.08% |
$11.9K - $13.3K
|
463
$43K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-170- 5.17% |
$13K - $14.6K
|
3.12K
$289K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-172- 2.52% |
$13.2K - $14.7K
|
6.65K
$618K
|