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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
352+ 18.14% |
$30.6K - $36.2K
|
2.29K
$212K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
350+ 71.43% |
$30.5K - $36K
|
840
$77.9K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 239.73% |
$30.5K - $36K
|
496
$46K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 6.44% |
$29.3K - $34.7K
|
5.57K
$516K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
335+ 10.75% |
$29.2K - $34.5K
|
3.45K
$320K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
323+ 1.69% |
$28.1K - $33.2K
|
19.4K
$1.8M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
323+ 2153.33% |
$28.1K - $33.2K
|
338
$31.3K
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
310+ 0.6% |
$27K - $31.9K
|
52.1K
$4.83M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 8.57% |
$26.1K - $30.9K
|
3.8K
$352K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 9.99% |
$26.1K - $30.9K
|
3.3K
$306K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300+ 750.0% |
$26.1K - $30.9K
|
340
$31.5K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
299+ 13.2% |
$26K - $30.8K
|
2.56K
$238K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
271+ 34.3% |
$23.6K - $27.9K
|
1.06K
$98.4K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
265+ 79.82% |
$23.1K - $27.3K
|
597
$55.3K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
260+ 11.22% |
$22.6K - $26.8K
|
2.58K
$239K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
255+ 0.5% |
$22.2K - $26.2K
|
50.9K
$4.72M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 5.74% |
$21.2K - $25.1K
|
4.49K
$416K
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
230+ 9.31% |
$20K - $23.7K
|
2.7K
$250K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
216+ 8.56% |
$18.8K - $22.2K
|
2.74K
$254K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213New |
$18.5K - $21.9K
|
213
$19.7K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
211+ 17.91% |
$18.4K - $21.7K
|
1.39K
$129K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200New |
$17.4K - $20.6K
|
200
$18.5K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200New |
$17.4K - $20.6K
|
200
$18.5K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179+ 0.21% |
$15.6K - $18.4K
|
83.8K
$7.77M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
177New |
$15.4K - $18.2K
|
177
$16.4K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
150New |
$13.1K - $15.4K
|
150
$13.9K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
150New |
$13.1K - $15.4K
|
150
$13.9K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
145+ 10.39% |
$12.6K - $14.9K
|
1.54K
$143K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
143+ 5.78% |
$12.4K - $14.7K
|
2.62K
$243K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
135+ 2.88% |
$11.8K - $13.9K
|
4.83K
$448K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
135+ 117.39% |
$11.8K - $13.9K
|
250
$23.2K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
135New |
$11.8K - $13.9K
|
135
$12.5K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
127+ 3.77% |
$11.1K - $13.1K
|
3.5K
$324K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
118+ 2.78% |
$10.3K - $12.1K
|
4.36K
$404K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
116New |
$10.1K - $11.9K
|
116
$10.8K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
113+ 2.55% |
$9.84K - $11.6K
|
4.54K
$421K
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 2.54% |
$8.71K - $10.3K
|
4.03K
$374K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$8.71K - $10.3K
|
100
$9.27K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 20.0% |
$8.71K - $10.3K
|
600
$55.6K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 8.55% |
$8.44K - $9.98K
|
1.23K
$114K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
95+ 4.17% |
$8.27K - $9.77K
|
2.37K
$220K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 3.49% |
$7.83K - $9.26K
|
2.67K
$247K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
85+ 0.99% |
$7.4K - $8.75K
|
8.63K
$800K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
77+ 1.5% |
$6.7K - $7.92K
|
5.2K
$482K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69New |
$6.01K - $7.1K
|
69
$6.4K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
63+ 0.48% |
$5.48K - $6.48K
|
13.1K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
61+ 1.22% |
$5.31K - $6.28K
|
5.06K
$469K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51+ 164.52% |
$4.44K - $5.25K
|
82
$7.6K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50New |
$4.35K - $5.14K
|
50
$4.64K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48New |
$4.18K - $4.94K
|
48
$4.45K
|