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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.92K+ 15.56% |
$356K - $402K
|
29.1K
$2.67M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56+ 21.62% |
$5.09K - $5.74K
|
315
$28.9K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-39- 0.39% |
$3.54K - $3.99K
|
9.94K
$913K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
648+ 2.78% |
$58.9K - $66.4K
|
24K
$2.2M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-361- 83.76% |
$32.8K - $37K
|
70
$6.43K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
449New |
$40.8K - $46K
|
449
$41.2K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.82K- 1.46% |
$256K - $289K
|
190K
$17.5M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 7.07% |
$27.3K - $30.7K
|
3.94K
$362K
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
3.72K+ 63.54% |
$338K - $381K
|
9.58K
$879K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.98K+ 3.22% |
$270K - $305K
|
95.4K
$8.76M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-266- 5.55% |
$24.2K - $27.2K
|
4.52K
$415K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-11.8K- 72.59% |
$1.07M - $1.21M
|
4.45K
$409K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.67% |
$2.09K - $2.36K
|
3.47K
$319K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-112- 4.77% |
$10.2K - $11.5K
|
2.24K
$205K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.1K- 83.95% |
$1.47M - $1.65M
|
3.08K
$283K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 22.04% |
$168K - $189K
|
10.2K
$940K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.85% |
$13.6K - $15.4K
|
17.8K
$1.63M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$278K - $313K
|
3.06K
$281K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.4K- 25.78% |
$128K - $144K
|
4.04K
$371K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
236K+ 388.84% |
$21.4M - $24.2M
|
296K
$27.2M
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-149- 2.16% |
$13.5K - $15.3K
|
6.75K
$620K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-330- 2.01% |
$30K - $33.8K
|
16.1K
$1.47M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.41KNew |
$219K - $247K
|
2.41K
$221K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.18K+ 0.94% |
$198K - $223K
|
233K
$21.4M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
209+ 1.39% |
$19K - $21.4K
|
15.3K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
435+ 1.79% |
$39.5K - $44.6K
|
24.7K
$2.27M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 1.46% |
$3.73K - $4.2K
|
2.76K
$253K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-220- 39.64% |
$20K - $22.5K
|
335
$30.8K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-827- 94.51% |
$75.1K - $84.7K
|
48
$4.41K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.09% |
$727 - $819
|
8.6K
$790K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.44K- 21.86% |
$313K - $352K
|
12.3K
$1.13M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
727+ 28.42% |
$66.1K - $74.5K
|
3.29K
$302K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64+ 0.91% |
$5.82K - $6.56K
|
7.11K
$653K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.62KNew |
$329K - $371K
|
3.62K
$333K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.19K+ 35.51% |
$108K - $121K
|
4.52K
$415K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 7173.33% |
$97.8K - $110K
|
1.09K
$100K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.94K- 7.68% |
$449K - $506K
|
59.4K
$5.45M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43.4K+ 1215.48% |
$3.95M - $4.45M
|
47K
$4.31M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.74K- 4.23% |
$249K - $280K
|
61.9K
$5.69M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
301+ 25.08% |
$27.4K - $30.8K
|
1.5K
$138K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.89% |
$9.09K - $10.2K
|
3.36K
$309K
|
|
Q2 2024 | |||||||
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
381+ 9.07% |
$31.3K - $35.9K
|
4.58K
$421K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.37K- 27.24% |
$195K - $223K
|
6.33K
$581K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2K+ 144.0% |
$837K - $958K
|
17.3K
$1.58M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-66KClosed |
$5.42M - $6.21M
|
0
$0
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.65KNew |
$218K - $249K
|
2.65K
$243K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-290- 2.82% |
$23.8K - $27.3K
|
10K
$918K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$2.06K - $2.35K
|
25
$2.3K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-7- 53.85% |
$576 - $659
|
6
$551
|