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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-630- 6.34% |
$56.6K - $65.5K
|
9.31K
$854K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-645- 4.76% |
$57.9K - $67.1K
|
12.9K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-668- 2.54% |
$60K - $69.5K
|
25.6K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-750- 11.16% |
$67.4K - $78K
|
5.97K
$548K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-759- 69.57% |
$68.2K - $78.9K
|
332
$30.4K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-761- 4.3% |
$68.3K - $79.1K
|
16.9K
$1.55M
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-804- 3.71% |
$72.2K - $83.6K
|
20.9K
$1.91M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-814- 5.51% |
$73.1K - $84.7K
|
14K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-833- 0.77% |
$74.8K - $86.6K
|
108K
$9.87M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-842- 14.66% |
$75.6K - $87.6K
|
4.9K
$450K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-858- 6.76% |
$77.1K - $89.2K
|
11.8K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-870- 3.82% |
$78.1K - $90.5K
|
21.9K
$2.01M
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-875- 2.93% |
$78.6K - $91K
|
29K
$2.66M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-905- 4.54% |
$81.3K - $94.1K
|
19K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-927- 6.58% |
$83.3K - $96.4K
|
13.2K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-953- 13.37% |
$85.6K - $99.1K
|
6.18K
$566K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-965- 21.12% |
$86.7K - $100K
|
3.61K
$331K
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-973- 4.62% |
$87.4K - $101K
|
20.1K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-996- 5.2% |
$89.5K - $104K
|
18.2K
$1.67M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.03K- 5.66% |
$92.1K - $107K
|
17.1K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 12.02% |
$95.3K - $110K
|
7.77K
$712K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.07K- 7.77% |
$96.1K - $111K
|
12.7K
$1.17M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.09K- 26.94% |
$97.8K - $113K
|
2.95K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.1K- 3.24% |
$99.1K - $115K
|
32.9K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.11K- 34.97% |
$99.7K - $115K
|
2.06K
$189K
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.18K- 2.15% |
$106K - $122K
|
53.6K
$4.92M
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.2K- 20.53% |
$108K - $125K
|
4.65K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.2K- 11.3% |
$108K - $125K
|
9.44K
$866K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.22K- 3.8% |
$110K - $127K
|
30.9K
$2.83M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.23K- 11.81% |
$111K - $128K
|
9.22K
$845K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.25K- 16.31% |
$112K - $130K
|
6.4K
$587K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.25K- 6.6% |
$112K - $130K
|
17.7K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.3K- 20.38% |
$117K - $135K
|
5.08K
$466K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.34K- 10.17% |
$120K - $139K
|
11.8K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.35K- 27.33% |
$121K - $140K
|
3.58K
$328K
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.35K- 14.14% |
$121K - $140K
|
8.2K
$752K
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.36K- 27.06% |
$122K - $141K
|
3.66K
$336K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.42K- 11.82% |
$127K - $148K
|
10.6K
$971K
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.42K- 4.5% |
$128K - $148K
|
30.1K
$2.76M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.43K- 20.8% |
$129K - $149K
|
5.46K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 34.98% |
$129K - $150K
|
2.68K
$246K
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.47K- 16.13% |
$132K - $153K
|
7.65K
$701K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 2.92% |
$133K - $154K
|
49.4K
$4.53M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.53K- 21.9% |
$138K - $159K
|
5.47K
$501K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.54K- 14.85% |
$138K - $160K
|
8.85K
$811K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 23.43% |
$150K - $173K
|
5.45K
$499K
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.69K- 8.89% |
$151K - $175K
|
17.3K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.7K- 1.92% |
$153K - $177K
|
87.2K
$8M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.72K- 7.34% |
$155K - $179K
|
21.8K
$2M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.73K- 26.57% |
$155K - $180K
|
4.78K
$438K
|