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 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-130- 5.94% |
$11.8K - $13.3K
|
2.06K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-175- 2.6% |
$15.9K - $17.9K
|
6.55K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 3.85% |
$7.09K - $7.99K
|
2.1K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-600- 9.31% |
$54.5K - $61.5K
|
5.85K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.79K- 84.73% |
$345K - $389K
|
684
$64.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-220- 4.74% |
$20K - $22.5K
|
4.42K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
372+ 1.24% |
$33.8K - $38.1K
|
30.4K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
33K+ 24.03% |
$3M - $3.38M
|
171K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 11345.45% |
$113K - $128K
|
1.26K
$119K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
166+ 3.87% |
$15.1K - $17K
|
4.45K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
40.6K+ 10.69% |
$3.69M - $4.16M
|
420K
$39.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
2.14KNew |
$194K - $219K
|
2.14K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-17.5K- 99.32% |
$1.59M - $1.8M
|
120
$11.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-5.32K- 5.57% |
$484K - $545K
|
90.2K
$8.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.22% |
$90.9 - $102
|
46
$4.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-550- 5.55% |
$50K - $56.3K
|
9.36K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.39KNew |
$217K - $245K
|
2.39K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188+ 2.13% |
$17.1K - $19.3K
|
9.02K
$853K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30.8K- 84.51% |
$2.8M - $3.15M
|
5.64K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16.6K- 42.29% |
$1.51M - $1.7M
|
22.6K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
588K+ 72652.96% |
$53.5M - $60.3M
|
589K
$55.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.34KNew |
$486K - $547K
|
5.34K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.47KNew |
$315K - $355K
|
3.47K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.78K+ 46.43% |
$344K - $387K
|
11.9K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.97% |
$2.18K - $2.46K
|
2.5K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
62.1K+ 36.71% |
$5.64M - $6.36M
|
231K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.63KNew |
$239K - $269K
|
2.63K
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
915+ 36.31% |
$83.1K - $93.7K
|
3.44K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
146+ 5.63% |
$13.3K - $15K
|
2.74K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-350- 2.91% |
$31.8K - $35.9K
|
11.7K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
179+ 0.9% |
$16.3K - $18.3K
|
20.1K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-230- 5.62% |
$20.9K - $23.6K
|
3.87K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 2.58% |
$100K - $113K
|
43.7K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-17- 4.17% |
$1.54K - $1.74K
|
391
$37K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-274- 10.51% |
$24.9K - $28.1K
|
2.33K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
400New |
$36.3K - $41K
|
400
$37.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-525- 6.71% |
$47.7K - $53.8K
|
7.3K
$691K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.33K- 50.68% |
$121K - $137K
|
1.3K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-273- 3.71% |
$24.8K - $28K
|
7.08K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-274- 2.79% |
$24.9K - $28.1K
|
9.55K
$903K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.65% |
$4.45K - $5.02K
|
3.02K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10- 0.3% |
$909 - $1.02K
|
3.3K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-904- 3.68% |
$82.1K - $92.6K
|
23.6K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-119- 0.38% |
$10.8K - $12.2K
|
31.1K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.29K- 6.07% |
$571K - $644K
|
97.2K
$9.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-208- 7.89% |
$18.9K - $21.3K
|
2.43K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.49K- 84.52% |
$317K - $357K
|
639
$60.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25New |
$2.27K - $2.56K
|
25
$2.36K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
151+ 24.55% |
$13.7K - $15.5K
|
766
$72.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-325- 3.44% |
$29.5K - $33.3K
|
9.12K
$862K
|