Latest Institutional Transactions on Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Biotech E (XBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 2.07% |
$8.44K - $9.47K
|
4.73K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
21+ 0.68% |
$1.77K - $1.99K
|
3.1K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-225- 2.02% |
$19K - $21.3K
|
10.9K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.55K- 24.31% |
$131K - $147K
|
4.83K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.39K+ 168.36% |
$624K - $700K
|
11.8K
$994K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-7.21K- 45.03% |
$608K - $683K
|
8.8K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-83- 7.87% |
$7.01K - $7.86K
|
972
$82K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
751+ 8.49% |
$63.4K - $71.1K
|
9.6K
$810K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-4.53K- 3.0% |
$382K - $429K
|
146K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 24.83% |
$6.33K - $7.1K
|
227
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-105- 2.07% |
$8.86K - $9.94K
|
4.97K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.8KNew |
$2.26M - $2.54M
|
26.8K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.17K- 22.27% |
$99K - $111K
|
4.09K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.79K+ 2.59% |
$236K - $264K
|
110K
$9.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-483- 10.69% |
$40.8K - $45.7K
|
4.04K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$84.4 - $94.7
|
2.76K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.72K+ 118075.0% |
$399K - $447K
|
4.73K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
181+ 0.8% |
$15.3K - $17.1K
|
22.7K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.29K- 78.7% |
$362K - $406K
|
1.16K
$97.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
163+ 6.13% |
$13.8K - $15.4K
|
2.82K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116+ 1.2% |
$9.79K - $11K
|
9.77K
$825K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-80- 2.42% |
$6.75K - $7.58K
|
3.23K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
2.17K+ 4.37% |
$183K - $206K
|
51.8K
$4.38M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.13% |
$338 - $379
|
3.06K
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 46.08% |
$165K - $185K
|
6.19K
$523K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 2.53% |
$2.87K - $3.22K
|
1.38K
$116K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.8K+ 6251.2% |
$1.75M - $1.97M
|
21.1K
$1.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.1K- 35.58% |
$1.28M - $1.43M
|
27.4K
$2.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.61K- 92.3% |
$727K - $815K
|
718
$60.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-40- 3.23% |
$3.38K - $3.79K
|
1.2K
$101K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.27K- 2.0% |
$107K - $120K
|
61.9K
$5.23M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.2KNew |
$1M - $1.16M
|
11.2K
$942K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-948- 17.15% |
$85.1K - $98.6K
|
4.58K
$387K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
259New |
$23.3K - $26.9K
|
259
$21.9K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
67+ 1.98% |
$6.02K - $6.97K
|
3.45K
$291K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.66K- 1.38% |
$149K - $172K
|
119K
$10M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
32.7KNew |
$2.94M - $3.4M
|
32.7K
$2.76M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
147New |
$13.2K - $15.3K
|
147
$12.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.54KNew |
$407K - $472K
|
4.54K
$383K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.08KNew |
$97.1K - $112K
|
1.08K
$91.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$539 - $624
|
6
$506
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 1.13% |
$2.34K - $2.7K
|
2.28K
$193K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.97K- 40.0% |
$177K - $205K
|
2.95K
$249K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.81K- 34.29% |
$432K - $500K
|
9.21K
$777K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$1.89K - $2.18K
|
21
$1.77K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-535- 15.67% |
$48K - $55.6K
|
2.88K
$243K
|
|
|
Feb 24, 2025
Q4 2024
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-170KClosed |
$15.3M - $17.7M
|
0
$0
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
725+ 25.83% |
$65.1K - $75.4K
|
3.53K
$298K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30K- 75.58% |
$2.69M - $3.12M
|
9.69K
$818K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
30KNew |
$2.69M - $3.12M
|
30K
$2.53M
|
|