Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5.08K+ 2.09% |
$456K - $528K
|
249K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.01K+ 224.15% |
$450K - $521K
|
7.25K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
5KNew |
$449K - $520K
|
5K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
5KNew |
$449K - $520K
|
5K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.94KNew |
$443K - $513K
|
4.94K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.9K+ 5.21% |
$440K - $510K
|
98.9K
$9.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.82K+ 6.3% |
$433K - $502K
|
81.4K
$7.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.79K+ 1.97% |
$430K - $498K
|
249K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
4.53K+ 14.35% |
$407K - $471K
|
36.1K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.37K+ 83.95% |
$392K - $454K
|
9.57K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$336K - $389K
|
3.74K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59K+ 36.23% |
$322K - $373K
|
13.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.39K+ 48.42% |
$304K - $352K
|
10.4K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.33K+ 37.87% |
$299K - $346K
|
12.1K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 12.87% |
$296K - $343K
|
28.9K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.22K+ 1.77% |
$289K - $334K
|
185K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.18K+ 15.67% |
$285K - $330K
|
23.4K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.15KNew |
$283K - $328K
|
3.15K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.15KNew |
$282K - $327K
|
3.15K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.95KNew |
$265K - $307K
|
2.95K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.94K+ 3.83% |
$264K - $306K
|
79.8K
$7.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.82K+ 24.07% |
$253K - $293K
|
14.5K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.82K+ 27.52% |
$253K - $293K
|
13.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.81KNew |
$252K - $292K
|
2.81K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.8KNew |
$251K - $291K
|
2.8K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.6K+ 48.84% |
$234K - $270K
|
7.92K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.59K+ 1.52% |
$232K - $269K
|
173K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.54KNew |
$228K - $264K
|
2.54K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.49K+ 28.75% |
$224K - $259K
|
11.2K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.4K+ 10.4% |
$216K - $250K
|
25.5K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.39K+ 60.27% |
$214K - $248K
|
6.35K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.31KNew |
$207K - $240K
|
2.31K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$202K - $234K
|
2.25K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.2K+ 16.18% |
$197K - $229K
|
15.8K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.1K+ 87.5% |
$189K - $218K
|
4.5K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.05K+ 1.69% |
$184K - $213K
|
124K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.04K+ 28.85% |
$183K - $212K
|
9.11K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2K+ 9.17% |
$180K - $208K
|
23.8K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2KNew |
$180K - $208K
|
2K
$183K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.94K+ 1.64% |
$174K - $202K
|
121K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.78KNew |
$160K - $185K
|
1.78K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.76KNew |
$158K - $183K
|
1.76K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.75K+ 67.98% |
$157K - $182K
|
4.32K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$154K - $178K
|
27.8K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 10.72% |
$150K - $174K
|
17.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.65K+ 8.63% |
$149K - $172K
|
20.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.65K+ 14.89% |
$148K - $172K
|
12.7K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.6K+ 35.11% |
$143K - $166K
|
6.15K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.59K+ 9.94% |
$143K - $165K
|
17.6K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.57K+ 3.82% |
$141K - $163K
|
42.6K
$3.9M
|