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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
666New |
$60.5K - $68.2K
|
666
$61.7K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
663+ 3.89% |
$60.2K - $67.9K
|
17.7K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
631+ 7.6% |
$57.3K - $64.6K
|
8.94K
$828K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
629+ 3.25% |
$57.2K - $64.4K
|
20K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
550New |
$50K - $56.3K
|
550
$51K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
524New |
$47.6K - $53.7K
|
524
$48.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
500New |
$45.4K - $51.2K
|
500
$46.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
480+ 6.6% |
$43.6K - $49.2K
|
7.75K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
440+ 564.1% |
$40K - $45.1K
|
518
$48K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
435+ 1.79% |
$39.5K - $44.6K
|
24.7K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
400New |
$36.3K - $41K
|
400
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
391+ 2.97% |
$35.5K - $40.1K
|
13.6K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
362+ 8.23% |
$32.9K - $37.1K
|
4.76K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 0.98% |
$30.9K - $34.8K
|
35.1K
$3.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
315+ 12.47% |
$28.6K - $32.3K
|
2.84K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
308+ 12.61% |
$28K - $31.5K
|
2.75K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
301+ 6.95% |
$27.4K - $30.8K
|
4.63K
$429K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
301+ 25.08% |
$27.4K - $30.8K
|
1.5K
$139K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
265+ 10.86% |
$24.1K - $27.1K
|
2.71K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
244+ 1.0% |
$22.2K - $25K
|
24.6K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
240New |
$21.8K - $24.6K
|
240
$22.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
239+ 3.59% |
$21.7K - $24.5K
|
6.89K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232+ 2.07% |
$21.1K - $23.8K
|
11.4K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222+ 18.88% |
$20.2K - $22.7K
|
1.4K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
218+ 0.38% |
$19.8K - $22.3K
|
56.9K
$5.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
209+ 1.39% |
$19K - $21.4K
|
15.3K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
207+ 4.77% |
$18.8K - $21.2K
|
4.54K
$421K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 3.35% |
$18.2K - $20.5K
|
6.17K
$572K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
200+ 3.92% |
$18.2K - $20.5K
|
5.3K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 7.17% |
$18.1K - $20.4K
|
2.98K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 101.53% |
$18.1K - $20.4K
|
395
$36.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188+ 2.13% |
$17.1K - $19.3K
|
9.02K
$836K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
183+ 300.0% |
$16.6K - $18.7K
|
244
$22.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
180New |
$16.4K - $18.4K
|
180
$16.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
166+ 3.87% |
$15.1K - $17K
|
4.45K
$412K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
160+ 6.04% |
$14.5K - $16.4K
|
2.81K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
155+ 1.17% |
$14.1K - $15.9K
|
13.5K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
152+ 1.72% |
$13.8K - $15.6K
|
9K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
150+ 8.56% |
$13.6K - $15.4K
|
1.9K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 2.41% |
$13.6K - $15.4K
|
6.38K
$591K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.85% |
$13.6K - $15.4K
|
17.8K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
148+ 0.62% |
$13.4K - $15.2K
|
23.9K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
128+ 8.59% |
$11.6K - $13.1K
|
1.62K
$150K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 5.65% |
$11.4K - $12.8K
|
2.34K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$10.9K - $12.3K
|
120
$11.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
112New |
$10.2K - $11.5K
|
112
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 0.14% |
$10K - $11.3K
|
80K
$7.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 8.66% |
$9.72K - $11K
|
1.34K
$124K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
106New |
$9.63K - $10.9K
|
106
$9.82K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
106+ 1.96% |
$9.63K - $10.9K
|
5.5K
$510K
|