Purchases and Sales Made in Q4 2023 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 2023. 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 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-2.35K- 36.35% |
$150K - $213K
|
4.11K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.35K- 54.8% |
$151K - $214K
|
1.94K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.37K- 4.84% |
$152K - $215K
|
46.5K
$4.09M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.39K- 75.59% |
$153K - $217K
|
770
$67.7K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 6.63% |
$160K - $227K
|
35.2K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.5K- 0.93% |
$160K - $227K
|
267K
$23.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.55K- 1.33% |
$164K - $232K
|
189K
$16.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.56K- 50.57% |
$164K - $233K
|
2.51K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.58K- 53.42% |
$165K - $234K
|
2.25K
$198K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.6K- 10.06% |
$166K - $236K
|
23.2K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.62K- 19.19% |
$168K - $238K
|
11K
$969K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.78K- 2.25% |
$178K - $253K
|
121K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 4.28% |
$187K - $265K
|
65.4K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 12.86% |
$193K - $273K
|
20.4K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.03K- 2.79% |
$194K - $275K
|
105K
$9.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.04K- 49.09% |
$195K - $276K
|
3.15K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.15K- 27.22% |
$202K - $286K
|
8.42K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.62K- 10.84% |
$232K - $329K
|
29.8K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.72K- 54.03% |
$238K - $338K
|
3.16K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.72K- 40.34% |
$238K - $338K
|
5.5K
$484K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.75K- 25.53% |
$240K - $341K
|
10.9K
$962K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.79K- 33.3% |
$243K - $344K
|
7.59K
$668K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.96K- 39.92% |
$254K - $359K
|
5.95K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.05K- 31.91% |
$260K - $368K
|
8.64K
$760K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.09K- 55.02% |
$262K - $371K
|
3.34K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.11K- 18.41% |
$264K - $374K
|
18.2K
$1.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.21K- 92.18% |
$270K - $382K
|
357
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-4.24K- 17.17% |
$272K - $385K
|
20.4K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.85K- 6.35% |
$311K - $440K
|
71.5K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-4.85K- 63.71% |
$311K - $440K
|
2.76K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.94K- 76.71% |
$317K - $449K
|
1.5K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5K- 17.82% |
$321K - $454K
|
23.1K
$2.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.03K- 2.95% |
$323K - $457K
|
166K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.31K- 51.72% |
$341K - $483K
|
4.96K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.63K- 40.68% |
$361K - $511K
|
8.2K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-5.69K- 46.99% |
$365K - $517K
|
6.42K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.72K- 37.26% |
$366K - $519K
|
9.62K
$846K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6K- 55.29% |
$385K - $545K
|
4.85K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.03K- 3.09% |
$387K - $548K
|
189K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.04K- 65.2% |
$387K - $549K
|
3.22K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-6.19K- 61.04% |
$397K - $562K
|
3.95K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.48K- 33.07% |
$415K - $589K
|
13.1K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.63K- 16.89% |
$425K - $602K
|
32.6K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-6.85K- 9.04% |
$439K - $622K
|
68.9K
$6.06M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.93K- 9.1% |
$444K - $630K
|
69.2K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-7.03K- 33.7% |
$451K - $639K
|
13.8K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-7.12K- 37.27% |
$457K - $647K
|
12K
$1.05M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.19K- 12.44% |
$461K - $653K
|
50.6K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-8.12K- 5.46% |
$520K - $738K
|
141K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.25K- 35.17% |
$529K - $750K
|
15.2K
$1.34M
|