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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3.69KClosed |
$299K - $426K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
CALL |
-2.5KClosed |
$203K - $289K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.59KClosed |
$210K - $299K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
90New |
$7.3K - $10.4K
|
90
$8.09K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-44Closed |
$3.57K - $5.08K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-867Closed |
$70.3K - $100K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
275New |
$22.3K - $31.7K
|
275
$24.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$8.11K - $11.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59Closed |
$4.78K - $6.81K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.07KClosed |
$168K - $239K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-497Closed |
$40.3K - $57.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.75KClosed |
$223K - $318K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.35KClosed |
$515K - $733K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-2.72KClosed |
$220K - $314K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
26.3KNew |
$2.13M - $3.04M
|
26.3K
$2.37M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$16.2K - $23.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
580New |
$47K - $67K
|
580
$52.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-162Closed |
$13.1K - $18.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.34KClosed |
$270K - $385K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.02KClosed |
$569K - $810K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-50Closed |
$4.05K - $5.77K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.05KClosed |
$85.4K - $122K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-97.6KClosed |
$7.92M - $11.3M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-46.8KClosed |
$3.79M - $5.4M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.45KClosed |
$280K - $398K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
8.47K+ 187.78% |
$686K - $977K
|
13K
$1.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.74KClosed |
$465K - $663K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trellus Management Company, LLC
|
SELL
|
CALL |
-100KClosed |
$8.11M - $11.5M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
72+ 14.4% |
$5.84K - $8.31K
|
572
$51.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.33KClosed |
$189K - $269K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-750- 39.47% |
$60.8K - $86.6K
|
1.15K
$103K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.41KClosed |
$196K - $279K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.6KClosed |
$211K - $300K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.53KClosed |
$367K - $523K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.95KClosed |
$320K - $456K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.98KClosed |
$161K - $229K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-138Closed |
$11.2K - $15.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-38Closed |
$3.08K - $4.39K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$150K - $214K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-9.23KClosed |
$748K - $1.07M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.2KClosed |
$830K - $1.18M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.27KClosed |
$427K - $608K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
56.2KNew |
$4.55M - $6.49M
|
56.2K
$5.05M
|
|
| Q4 2021 | |||||||
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.13KNew |
$340K - $419K
|
3.13K
$281K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
253New |
$27.5K - $33.9K
|
253
$22.7K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.7KClosed |
$185K - $228K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
261New |
$28.4K - $35K
|
261
$23.5K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
71New |
$7.72K - $9.52K
|
71
$6.38K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$10.9K - $13.4K
|
100
$8.99K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.58KClosed |
$171K - $211K
|
0
$0
|
|