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 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-180- 2.36% |
$13.8K - $15.4K
|
7.45K
$680K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-182- 1.81% |
$14K - $15.6K
|
9.88K
$901K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-189- 17.07% |
$14.5K - $16.2K
|
918
$83.7K
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-196- 1.81% |
$15K - $16.8K
|
10.6K
$970K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-200- 2.32% |
$15.3K - $17.1K
|
8.43K
$769K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-206- 3.95% |
$15.8K - $17.6K
|
5.01K
$457K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-210- 9.52% |
$16.1K - $18K
|
2K
$182K
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-213- 0.64% |
$16.3K - $18.2K
|
32.9K
$3M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-225- 1.98% |
$17.3K - $19.3K
|
11.2K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-240- 3.94% |
$18.4K - $20.6K
|
5.86K
$534K
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 2.68% |
$19.2K - $21.4K
|
9.07K
$827K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-253- 1.14% |
$19.4K - $21.7K
|
22K
$2M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-275- 4.49% |
$21.1K - $23.6K
|
5.85K
$534K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-279- 1.95% |
$21.4K - $23.9K
|
14K
$1.28M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-282- 1.2% |
$21.6K - $24.2K
|
23.2K
$2.12M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-284- 0.91% |
$21.8K - $24.3K
|
30.9K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-292- 2.12% |
$22.4K - $25K
|
13.5K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-300- 0.57% |
$23K - $25.7K
|
52.7K
$4.81M
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-310- 9.31% |
$23.8K - $26.6K
|
3.02K
$275K
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-313- 22.5% |
$24K - $26.8K
|
1.08K
$98.3K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-319- 9.95% |
$24.5K - $27.3K
|
2.89K
$263K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-320- 18.13% |
$24.6K - $27.4K
|
1.45K
$132K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-350- 2.85% |
$26.9K - $30K
|
11.9K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-380- 9.3% |
$29.2K - $32.6K
|
3.7K
$338K
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-391- 2.64% |
$30K - $33.5K
|
14.4K
$1.32M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-415- 7.01% |
$31.8K - $35.5K
|
5.51K
$502K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-440- 5.24% |
$33.8K - $37.7K
|
7.95K
$725K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-443- 4.63% |
$34K - $37.9K
|
9.12K
$832K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-449- 32.07% |
$34.4K - $38.5K
|
951
$86.7K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-450- 1.95% |
$34.5K - $38.5K
|
22.6K
$2.06M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-458- 0.66% |
$35.1K - $39.2K
|
68.5K
$6.25M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-466- 11.43% |
$35.8K - $39.9K
|
3.61K
$329K
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-500- 11.55% |
$38.4K - $42.8K
|
3.83K
$349K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.51% |
$38.4K - $42.8K
|
5.38K
$490K
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-502- 14.05% |
$38.5K - $43K
|
3.07K
$280K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-510- 14.4% |
$39.1K - $43.7K
|
3.03K
$276K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-515- 11.26% |
$39.5K - $44.1K
|
4.06K
$370K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-522- 13.44% |
$40K - $44.7K
|
3.36K
$307K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-525- 6.27% |
$40.3K - $45K
|
7.84K
$715K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-528- 3.88% |
$40.5K - $45.2K
|
13.1K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-534- 94.51% |
$41K - $45.7K
|
31
$2.83K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-540- 5.41% |
$41.4K - $46.3K
|
9.45K
$862K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-550- 11.02% |
$42.2K - $47.1K
|
4.44K
$405K
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-563- 9.78% |
$43.2K - $48.2K
|
5.19K
$474K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-576- 4.26% |
$44.2K - $49.3K
|
12.9K
$1.18M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-581- 2.51% |
$44.6K - $49.8K
|
22.6K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-592- 14.76% |
$45.4K - $50.7K
|
3.42K
$312K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-597- 3.52% |
$45.8K - $51.1K
|
16.4K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-600- 12.98% |
$46K - $51.4K
|
4.02K
$367K
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-600- 11.11% |
$46K - $51.4K
|
4.8K
$438K
|