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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
475New |
$42.7K - $49.4K
|
475
$37.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
450+ 11.41% |
$40.4K - $46.8K
|
4.39K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
441+ 4.87% |
$39.6K - $45.9K
|
9.49K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
425+ 3.96% |
$38.2K - $44.2K
|
11.2K
$884K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
419New |
$37.6K - $43.6K
|
419
$33.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
405+ 6.56% |
$36.4K - $42.1K
|
6.58K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
400+ 52.22% |
$35.9K - $41.6K
|
1.17K
$92.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
384+ 5.67% |
$34.5K - $39.9K
|
7.15K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
380+ 3.26% |
$34.1K - $39.5K
|
12.1K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
374+ 3.9% |
$33.6K - $38.9K
|
9.97K
$789K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
373+ 9.65% |
$33.5K - $38.8K
|
4.24K
$336K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
364New |
$32.7K - $37.9K
|
364
$28.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
351+ 5.37% |
$31.5K - $36.5K
|
6.89K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
319New |
$28.6K - $33.2K
|
319
$25.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
317New |
$28.5K - $33K
|
317
$25.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
307+ 393.59% |
$27.6K - $31.9K
|
385
$30.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
303+ 1.04% |
$27.2K - $31.5K
|
29.4K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
282+ 3.01% |
$25.3K - $29.3K
|
9.66K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
279+ 6.64% |
$25.1K - $29K
|
4.48K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
273+ 6.68% |
$24.5K - $28.4K
|
4.36K
$345K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
259New |
$23.3K - $26.9K
|
259
$20.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
254+ 2.88% |
$22.8K - $26.4K
|
9.09K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250+ 37.54% |
$22.5K - $26K
|
916
$72.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
245New |
$22K - $25.5K
|
245
$19.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
243+ 3.71% |
$21.8K - $25.3K
|
6.8K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
236+ 8.3% |
$21.2K - $24.5K
|
3.08K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
236+ 1.21% |
$21.2K - $24.5K
|
19.7K
$1.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
235+ 4.93% |
$21.1K - $24.4K
|
5K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
210+ 7.19% |
$18.9K - $21.8K
|
3.13K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
201+ 670.0% |
$18.1K - $20.9K
|
231
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 38.61% |
$18K - $20.8K
|
718
$56.9K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
200+ 1.13% |
$18K - $20.8K
|
17.9K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
196+ 1.63% |
$17.6K - $20.4K
|
12.2K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
186New |
$16.7K - $19.3K
|
186
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
173+ 4.42% |
$15.5K - $18K
|
4.08K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170New |
$15.3K - $17.7K
|
170
$13.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
165New |
$14.8K - $17.2K
|
165
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
162+ 2.49% |
$14.5K - $16.8K
|
6.66K
$527K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
147New |
$13.2K - $15.3K
|
147
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
125+ 657.89% |
$11.2K - $13K
|
144
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
118+ 2.6% |
$10.6K - $12.3K
|
4.66K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
115+ 27.38% |
$10.3K - $12K
|
535
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
100+ 1.71% |
$8.98K - $10.4K
|
5.94K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100New |
$8.98K - $10.4K
|
100
$7.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 3.1% |
$8.98K - $10.4K
|
3.32K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 3.92% |
$8.98K - $10.4K
|
2.65K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
92+ 0.89% |
$8.26K - $9.57K
|
10.4K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92+ 3.55% |
$8.26K - $9.57K
|
2.68K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
86New |
$7.72K - $8.94K
|
86
$6.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 2.8% |
$6.74K - $7.8K
|
2.76K
$218K
|