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 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 12.31% |
$18K - $20.8K
|
1.43K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 3.91% |
$18K - $20.8K
|
4.91K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200- 23.81% |
$18K - $20.8K
|
640
$50.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-201- 25.87% |
$18.1K - $20.9K
|
576
$45.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-206- 6.46% |
$18.5K - $21.4K
|
2.98K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-218- 3.12% |
$19.6K - $22.7K
|
6.77K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-223- 3.51% |
$20K - $23.2K
|
6.12K
$485K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-224- 49.89% |
$20.1K - $23.3K
|
225
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 13.42% |
$20.2K - $23.4K
|
1.45K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 33.52% |
$21.1K - $24.4K
|
466
$36.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-235- 11.17% |
$21.1K - $24.4K
|
1.87K
$148K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-238- 1.18% |
$21.4K - $24.8K
|
19.9K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-241- 26.84% |
$21.6K - $25.1K
|
657
$52K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-244- 5.79% |
$21.9K - $25.4K
|
3.97K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-248- 3.74% |
$22.3K - $25.8K
|
6.38K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-250- 6.25% |
$22.5K - $26K
|
3.75K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-268- 9.19% |
$24.1K - $27.9K
|
2.65K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-271- 9.29% |
$24.3K - $28.2K
|
2.65K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-271- 4.54% |
$24.3K - $28.2K
|
5.69K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-276- 1.16% |
$24.8K - $28.7K
|
23.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-281- 2.06% |
$25.2K - $29.2K
|
13.3K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-284- 2.52% |
$25.5K - $29.5K
|
11K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-299- 6.12% |
$26.9K - $31.1K
|
4.59K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-300- 20.52% |
$26.9K - $31.2K
|
1.16K
$92K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 20.12% |
$26.9K - $31.2K
|
1.19K
$94.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-315- 6.79% |
$28.3K - $32.8K
|
4.32K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 61.55% |
$29.2K - $33.8K
|
203
$16.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-333- 10.14% |
$29.9K - $34.6K
|
2.95K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-344- 3.35% |
$30.9K - $35.8K
|
9.94K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-366- 4.8% |
$32.9K - $38.1K
|
7.26K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-371- 5.5% |
$33.3K - $38.6K
|
6.38K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375- 5.82% |
$33.7K - $39K
|
6.06K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-375- 12.26% |
$33.7K - $39K
|
2.68K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-380- 8.54% |
$34.1K - $39.5K
|
4.07K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-389- 4.22% |
$34.9K - $40.5K
|
8.83K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-389- 7.81% |
$34.9K - $40.5K
|
4.59K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-390- 5.96% |
$35K - $40.6K
|
6.16K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-401- 10.28% |
$36K - $41.7K
|
3.5K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-404- 2.01% |
$36.3K - $42K
|
19.7K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-410- 9.27% |
$36.8K - $42.6K
|
4.01K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-412- 13.36% |
$37K - $42.8K
|
2.67K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-426- 1.4% |
$38.3K - $44.3K
|
29.9K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-426- 9.3% |
$38.3K - $44.3K
|
4.15K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-430- 7.89% |
$38.6K - $44.7K
|
5.02K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-464- 5.15% |
$41.7K - $48.3K
|
8.54K
$676K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-479- 15.49% |
$43K - $49.8K
|
2.61K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-481- 3.23% |
$43.2K - $50K
|
14.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-495- 89.67% |
$44.5K - $51.5K
|
57
$4.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-498- 2.06% |
$44.7K - $51.8K
|
23.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-500- 9.09% |
$44.9K - $52K
|
5K
$396K
|