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 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-37- 1.2% |
$3.32K - $3.85K
|
3.04K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 3.46% |
$3.59K - $4.16K
|
1.12K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-41- 0.04% |
$3.68K - $4.26K
|
114K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 91.3% |
$3.77K - $4.37K
|
4
$367
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-44- 0.62% |
$3.95K - $4.58K
|
7.03K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47- 0.09% |
$4.22K - $4.89K
|
53.3K
$4.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-50- 1.49% |
$4.49K - $5.2K
|
3.31K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-51- 7.98% |
$4.58K - $5.3K
|
588
$53.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-55- 2.36% |
$4.94K - $5.72K
|
2.28K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 61.62% |
$5.48K - $6.34K
|
38
$3.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-63- 91.3% |
$5.66K - $6.55K
|
6
$550
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 24.1% |
$7.18K - $8.32K
|
252
$23.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-89- 1.99% |
$7.99K - $9.26K
|
4.39K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-90- 1.58% |
$8.08K - $9.36K
|
5.62K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-93- 1.83% |
$8.35K - $9.67K
|
4.98K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-96- 2.13% |
$8.62K - $9.98K
|
4.41K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-99- 3.0% |
$8.89K - $10.3K
|
3.2K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$8.98K - $10.4K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-100- 2.91% |
$8.98K - $10.4K
|
3.34K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-105- 0.97% |
$9.43K - $10.9K
|
10.8K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-114- 19.42% |
$10.2K - $11.9K
|
473
$43.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-125- 3.4% |
$11.2K - $13K
|
3.55K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-125- 3.15% |
$11.2K - $13K
|
3.85K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 0.45% |
$11.6K - $13.4K
|
28.8K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-134- 33.5% |
$12K - $13.9K
|
266
$24.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-146- 4.03% |
$13.1K - $15.2K
|
3.48K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 1.44% |
$13.5K - $15.6K
|
10.3K
$942K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-150- 10.79% |
$13.5K - $15.6K
|
1.24K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-160- 5.98% |
$14.4K - $16.6K
|
2.51K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-163- 1.1% |
$14.6K - $17K
|
14.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-172- 3.39% |
$15.4K - $17.9K
|
4.91K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-178- 0.09% |
$16K - $18.5K
|
189K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-179- 16.11% |
$16.1K - $18.6K
|
932
$85.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-180- 3.87% |
$16.2K - $18.7K
|
4.47K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-190- 3.08% |
$17.1K - $19.8K
|
5.98K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-191- 7.63% |
$17.2K - $19.9K
|
2.31K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-199- 50.38% |
$17.9K - $20.7K
|
196
$18K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 12.31% |
$18K - $20.8K
|
1.43K
$131K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 3.91% |
$18K - $20.8K
|
4.91K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200- 23.81% |
$18K - $20.8K
|
640
$58.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-201- 25.87% |
$18.1K - $20.9K
|
576
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-206- 6.46% |
$18.5K - $21.4K
|
2.98K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-218- 3.12% |
$19.6K - $22.7K
|
6.77K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-223- 3.51% |
$20K - $23.2K
|
6.12K
$562K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-224- 49.89% |
$20.1K - $23.3K
|
225
$20.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 13.42% |
$20.2K - $23.4K
|
1.45K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-235- 11.17% |
$21.1K - $24.4K
|
1.87K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 33.52% |
$21.1K - $24.4K
|
466
$42.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-238- 1.18% |
$21.4K - $24.8K
|
19.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-241- 26.84% |
$21.6K - $25.1K
|
657
$60.2K
|