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 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
317New |
$28.5K - $33K
|
317
$27.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
307+ 393.59% |
$27.6K - $31.9K
|
385
$33.5K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
303+ 1.04% |
$27.2K - $31.5K
|
29.4K
$2.56M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
282+ 3.01% |
$25.3K - $29.3K
|
9.66K
$841K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
279+ 6.64% |
$25.1K - $29K
|
4.48K
$390K
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
273+ 6.68% |
$24.5K - $28.4K
|
4.36K
$380K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
254+ 2.88% |
$22.8K - $26.4K
|
9.09K
$792K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250+ 37.54% |
$22.5K - $26K
|
916
$79.8K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
245New |
$22K - $25.5K
|
245
$21.3K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
243+ 3.71% |
$21.8K - $25.3K
|
6.8K
$592K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
236+ 1.21% |
$21.2K - $24.5K
|
19.7K
$1.72M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
236+ 8.3% |
$21.2K - $24.5K
|
3.08K
$268K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
235+ 4.93% |
$21.1K - $24.4K
|
5K
$435K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
210+ 7.19% |
$18.9K - $21.8K
|
3.13K
$273K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
201+ 670.0% |
$18.1K - $20.9K
|
231
$20.1K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$18K - $20.8K
|
200
$17.4K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 38.61% |
$18K - $20.8K
|
718
$62.6K
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
200+ 1.13% |
$18K - $20.8K
|
17.9K
$1.56M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
196+ 1.63% |
$17.6K - $20.4K
|
12.2K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
186New |
$16.7K - $19.3K
|
186
$16.2K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
173+ 4.42% |
$15.5K - $18K
|
4.08K
$356K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170New |
$15.3K - $17.7K
|
170
$14.8K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
165New |
$14.8K - $17.2K
|
165
$14.4K
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
162+ 2.49% |
$14.5K - $16.8K
|
6.66K
$580K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
147New |
$13.2K - $15.3K
|
147
$12.8K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
125+ 657.89% |
$11.2K - $13K
|
144
$12.5K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
118+ 2.6% |
$10.6K - $12.3K
|
4.66K
$406K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
115+ 27.38% |
$10.3K - $12K
|
535
$46.6K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
100+ 1.71% |
$8.98K - $10.4K
|
5.94K
$517K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100New |
$8.98K - $10.4K
|
100
$8.71K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 3.1% |
$8.98K - $10.4K
|
3.32K
$290K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 3.92% |
$8.98K - $10.4K
|
2.65K
$231K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
100New |
$8.98K - $10.4K
|
100
$8.71K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
92+ 0.89% |
$8.26K - $9.57K
|
10.4K
$905K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92+ 3.55% |
$8.26K - $9.57K
|
2.68K
$234K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
86New |
$7.72K - $8.94K
|
86
$7.49K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 33.33% |
$6.74K - $7.8K
|
300
$26.1K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 2.8% |
$6.74K - $7.8K
|
2.76K
$240K
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
71+ 0.74% |
$6.38K - $7.38K
|
9.65K
$840K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
70New |
$6.29K - $7.28K
|
70
$6.1K
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
69+ 2.5% |
$6.2K - $7.18K
|
2.83K
$246K
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
67+ 1.98% |
$6.02K - $6.97K
|
3.45K
$300K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
66+ 29.33% |
$5.93K - $6.86K
|
291
$25.4K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
61+ 2.67% |
$5.48K - $6.34K
|
2.35K
$204K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 38.85% |
$5.48K - $6.34K
|
218
$19K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$5.39K - $6.24K
|
60
$5.23K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
55New |
$4.94K - $5.72K
|
55
$4.79K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
53+ 2.72% |
$4.76K - $5.51K
|
2K
$175K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
51+ 0.54% |
$4.58K - $5.3K
|
9.56K
$833K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$4.49K - $5.2K
|
50
$4.36K
|