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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.56K+ 48.2% |
$140K - $162K
|
4.79K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.51K+ 73.74% |
$135K - $157K
|
3.55K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
1.47K+ 3.05% |
$132K - $153K
|
49.7K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 4.06% |
$130K - $151K
|
37.2K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.41K+ 1.34% |
$126K - $146K
|
107K
$9.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.3KNew |
$117K - $135K
|
1.3K
$119K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
1.27K+ 2.04% |
$114K - $132K
|
63.2K
$5.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.24K+ 51.67% |
$111K - $129K
|
3.64K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.22K+ 5.48% |
$109K - $126K
|
23.4K
$2.14M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$108K - $125K
|
1.2K
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 2.69% |
$104K - $120K
|
44.1K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14K+ 11.91% |
$102K - $118K
|
10.7K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.08K+ 2.6% |
$97.1K - $112K
|
42.6K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.06KNew |
$95.2K - $110K
|
1.06K
$97.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 11.57% |
$93.7K - $108K
|
10.1K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1KNew |
$89.8K - $104K
|
1K
$91.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
950New |
$85.3K - $98.8K
|
950
$87.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
924New |
$83K - $96.1K
|
924
$84.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
860+ 23.56% |
$77.2K - $89.4K
|
4.51K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
828+ 8.23% |
$74.4K - $86.1K
|
10.9K
$999K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
800+ 19.85% |
$71.8K - $83.2K
|
4.83K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
796+ 3.04% |
$71.5K - $82.8K
|
27K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
795New |
$71.4K - $82.7K
|
795
$72.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
769+ 9.52% |
$69.1K - $80K
|
8.85K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
767+ 4.64% |
$68.9K - $79.8K
|
17.3K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
748New |
$67.2K - $77.8K
|
748
$68.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
744+ 16.45% |
$66.8K - $77.4K
|
5.27K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
727+ 8.45% |
$65.3K - $75.6K
|
9.33K
$855K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
725+ 25.83% |
$65.1K - $75.4K
|
3.53K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
717New |
$64.4K - $74.6K
|
717
$65.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
691+ 33.01% |
$62.1K - $71.9K
|
2.78K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
675+ 27.22% |
$60.6K - $70.2K
|
3.16K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
650+ 12.26% |
$58.4K - $67.6K
|
5.95K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 27.27% |
$53.9K - $62.4K
|
2.8K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
598+ 34.45% |
$53.7K - $62.2K
|
2.33K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
590+ 21.87% |
$53K - $61.4K
|
3.29K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
548+ 1.56% |
$49.2K - $57K
|
35.7K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
546+ 25.35% |
$49K - $56.8K
|
2.7K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
538+ 102.67% |
$48.3K - $56K
|
1.06K
$97.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
532+ 0.34% |
$47.8K - $55.3K
|
158K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
518+ 10.33% |
$46.5K - $53.9K
|
5.53K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
500+ 1.95% |
$44.9K - $52K
|
26.2K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
500New |
$44.9K - $52K
|
500
$45.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
487+ 3.84% |
$43.7K - $50.6K
|
13.2K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
475New |
$42.7K - $49.4K
|
475
$43.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
450+ 11.41% |
$40.4K - $46.8K
|
4.39K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
441+ 4.87% |
$39.6K - $45.9K
|
9.49K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
425+ 3.96% |
$38.2K - $44.2K
|
11.2K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
419New |
$37.6K - $43.6K
|
419
$38.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
405+ 6.56% |
$36.4K - $42.1K
|
6.58K
$604K
|