Latest Institutional Purchases of Spdr Ser Tr Spdr S&P Biotech E (XBI)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Biotech E (XBI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.84KNew |
$182K - $258K
|
2.84K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.68KNew |
$172K - $243K
|
2.68K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.55KNew |
$163K - $232K
|
2.55K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
CALL |
2.5KNew |
$160K - $227K
|
2.5K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$156K - $221K
|
2.44K
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.28KNew |
$146K - $207K
|
2.28K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28KNew |
$146K - $207K
|
2.28K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.25KNew |
$144K - $204K
|
2.25K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 4.69% |
$114K - $161K
|
39.6K
$3.73M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.5KNew |
$96.2K - $136K
|
1.5K
$141K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.18KNew |
$75.5K - $107K
|
1.18K
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.02K+ 34.63% |
$65.3K - $92.5K
|
3.96K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$32.1K - $45.4K
|
500
$47.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
492+ 6150.0% |
$31.5K - $44.7K
|
500
$47.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
491New |
$31.5K - $44.6K
|
491
$46.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
200+ 4.9% |
$12.8K - $18.2K
|
4.28K
$403K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122New |
$7.82K - $11.1K
|
122
$11.5K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
67+ 26.8% |
$4.3K - $6.09K
|
317
$29.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62New |
$3.98K - $5.63K
|
62
$5.84K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$3.21K - $4.54K
|
50
$4.71K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
47New |
$3.01K - $4.27K
|
47
$4.42K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.63K - $3.73K
|
41
$3.86K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35New |
$2.24K - $3.18K
|
35
$3.29K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$1.99K - $2.82K
|
31
$2.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30New |
$1.92K - $2.73K
|
30
$2.82K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$1.86K - $2.63K
|
29
$2.73K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$1.54K - $2.18K
|
24
$2.26K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15+ 3.0% |
$962 - $1.36K
|
515
$48.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$769 - $1.09K
|
12
$1.13K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$577 - $818
|
9
$847
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$128 - $182
|
14.2K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1+ 0.02% |
$64.1 - $90.9
|
6.65K
$625K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Silverarc Capital Management, LLC
|
BUY
|
CALL |
300KNew |
$21.6M - $25.7M
|
300K
$28.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
210KNew |
$15.1M - $18M
|
210K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
137KNew |
$9.85M - $11.7M
|
137K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
72.3KNew |
$5.2M - $6.2M
|
72.3K
$6.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
56.9KNew |
$4.09M - $4.88M
|
56.9K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
PUT |
48KNew |
$3.45M - $4.12M
|
48K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
28KNew |
$2.01M - $2.4M
|
28K
$2.64M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.4KNew |
$1.9M - $2.26M
|
26.4K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
13.5KNew |
$970K - $1.16M
|
13.5K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
8K+ 28.37% |
$575K - $686K
|
36.2K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
7.01KNew |
$504K - $601K
|
7.01K
$660K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.94K+ 83.1% |
$427K - $510K
|
13.1K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.05KNew |
$363K - $433K
|
5.05K
$475K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.84K+ 3.93% |
$348K - $415K
|
128K
$12M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.77KNew |
$343K - $409K
|
4.77K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.9KNew |
$280K - $334K
|
3.9K
$367K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.35KNew |
$240K - $287K
|
3.35K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3KNew |
$216K - $257K
|
3K
$282K
|
|