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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.42K- 11.82% |
$127K - $148K
|
10.6K
$986K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-2.55K- 37.65% |
$229K - $265K
|
4.22K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-51- 7.98% |
$4.58K - $5.3K
|
588
$54.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
319New |
$28.6K - $33.2K
|
319
$29.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 24.1% |
$7.18K - $8.32K
|
252
$23.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-21.2K- 48.53% |
$1.91M - $2.21M
|
22.5K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.23K- 11.81% |
$111K - $128K
|
9.22K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.15KNew |
$283K - $328K
|
3.15K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.39K+ 60.27% |
$214K - $248K
|
6.35K
$592K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-55- 2.36% |
$4.94K - $5.72K
|
2.28K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.36K- 27.06% |
$122K - $141K
|
3.66K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-206- 6.46% |
$18.5K - $21.4K
|
2.98K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 13.42% |
$20.2K - $23.4K
|
1.45K
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-600- 3.21% |
$53.9K - $62.4K
|
18.1K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
500New |
$44.9K - $52K
|
500
$46.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.24K- 31.43% |
$561K - $649K
|
13.6K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
201+ 670.0% |
$18.1K - $20.9K
|
231
$21.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-180- 3.87% |
$16.2K - $18.7K
|
4.47K
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-160- 5.98% |
$14.4K - $16.6K
|
2.51K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 12.02% |
$95.3K - $110K
|
7.77K
$724K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
450+ 11.41% |
$40.4K - $46.8K
|
4.39K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.1K- 84.68% |
$1.63M - $1.88M
|
3.28K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 0.46% |
$3.14K - $3.64K
|
7.57K
$705K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
13.9K+ 6.0% |
$1.25M - $1.44M
|
245K
$22.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-858- 6.76% |
$77.1K - $89.2K
|
11.8K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
21.6KNew |
$1.94M - $2.25M
|
21.6K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.55% |
$1.8K - $2.08K
|
3.64K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.75K- 17.49% |
$247K - $286K
|
13K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-271- 4.54% |
$24.3K - $28.2K
|
5.69K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.27K- 69.09% |
$743K - $860K
|
3.7K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$154K - $178K
|
27.8K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$2.44M - $2.83M
|
27.2K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6- 0.14% |
$539 - $624
|
4.28K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.22K+ 1.77% |
$289K - $334K
|
185K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 10.72% |
$150K - $174K
|
17.2K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.9K+ 5.21% |
$440K - $510K
|
98.9K
$9.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 16.65% |
$298K - $345K
|
16.6K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.25K- 16.31% |
$112K - $130K
|
6.4K
$597K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 61.55% |
$29.2K - $33.8K
|
203
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
717New |
$64.4K - $74.6K
|
717
$66.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.41K+ 1.34% |
$126K - $146K
|
107K
$9.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2- 0.08% |
$180 - $208
|
2.43K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
236+ 8.3% |
$21.2K - $24.5K
|
3.08K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
29+ 0.96% |
$2.6K - $3.02K
|
3.05K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-404- 2.01% |
$36.3K - $42K
|
19.7K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$8.98K - $10.4K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
796+ 3.04% |
$71.5K - $82.8K
|
27K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.35K- 27.33% |
$121K - $140K
|
3.58K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
16.4KNew |
$1.47M - $1.7M
|
16.4K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
231KNew |
$20.8M - $24M
|
231K
$21.5M
|