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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.89K- 8.57% |
$639K - $762K
|
94.8K
$8.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.84K+ 3.93% |
$348K - $415K
|
128K
$11.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 43.48% |
$35.9K - $42.9K
|
650
$59.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
335+ 13.46% |
$24.1K - $28.7K
|
2.82K
$259K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
42+ 1.33% |
$3.02K - $3.6K
|
3.21K
$295K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
45New |
$3.23K - $3.86K
|
45
$4.13K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
752New |
$54.1K - $64.5K
|
752
$69.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
8K+ 28.37% |
$575K - $686K
|
36.2K
$3.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-283- 1.03% |
$20.3K - $24.3K
|
27.1K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-4.42K- 34.78% |
$318K - $379K
|
8.29K
$762K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-550- 13.28% |
$39.5K - $47.2K
|
3.59K
$330K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
56.9KNew |
$4.09M - $4.88M
|
56.9K
$5.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.03K+ 1234.69% |
$217K - $259K
|
3.27K
$300K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 20.0% |
$3.59K - $4.29K
|
200
$18.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
7.01KNew |
$504K - $601K
|
7.01K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-131- 83.97% |
$9.42K - $11.2K
|
25
$2.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.22K - $1.46K
|
44K
$4.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
95+ 0.29% |
$6.83K - $8.15K
|
32.7K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 15.01% |
$35.9K - $42.9K
|
2.83K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-375- 10.73% |
$27K - $32.2K
|
3.12K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.2K- 96.99% |
$808K - $964K
|
349
$32K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 10.67% |
$603 - $722
|
83
$7.62K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
70New |
$5.28K - $6.32K
|
70
$6.43K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 49.82% |
$234K - $280K
|
3.12K
$287K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
38New |
$2.86K - $3.43K
|
38
$3.49K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$377 - $451
|
5
$459
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.66K - $1.99K
|
22
$2.02K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
239+ 1.7% |
$18K - $21.6K
|
14.3K
$1.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-168- 5.58% |
$12.7K - $15.2K
|
2.84K
$261K
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
BUY
|
- |
15.1KNew |
$1.14M - $1.36M
|
15.1K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.02K- 41.57% |
$228K - $273K
|
4.25K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12.8KNew |
$962K - $1.15M
|
12.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-806- 10.38% |
$60.8K - $72.7K
|
6.96K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-846- 6.82% |
$63.8K - $76.3K
|
11.6K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.28K+ 9.38% |
$96.5K - $115K
|
14.9K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
50KNew |
$3.77M - $4.51M
|
50K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 16.67% |
$1.51K - $1.8K
|
100
$9.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 8.89% |
$46.6K - $55.8K
|
6.33K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 48.0% |
$1.81K - $2.17K
|
26
$2.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.3KNew |
$2.06M - $2.46M
|
27.3K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.28K- 44.65% |
$172K - $206K
|
2.83K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
366New |
$27.6K - $33K
|
366
$33.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
115New |
$8.67K - $10.4K
|
115
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.15% |
$302 - $361
|
2.71K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
147New |
$11.1K - $13.3K
|
147
$13.5K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-130- 35.52% |
$9.8K - $11.7K
|
236
$21.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 4.86% |
$15.1K - $18K
|
3.92K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.91K- 80.12% |
$747K - $894K
|
2.46K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
94New |
$7.09K - $8.48K
|
94
$8.63K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 65.22% |
$113K - $135K
|
800
$73.5K
|
|