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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.01K+ 224.15% |
$450K - $521K
|
7.25K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
5KNew |
$449K - $520K
|
5K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$449K - $520K
|
5K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$336K - $389K
|
3.74K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
3.4KNew |
$305K - $354K
|
3.4K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.15KNew |
$283K - $328K
|
3.15K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.95KNew |
$265K - $307K
|
2.95K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.8KNew |
$251K - $291K
|
2.8K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.31KNew |
$207K - $240K
|
2.31K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$202K - $234K
|
2.25K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.2K+ 16.18% |
$197K - $229K
|
15.8K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.1K+ 87.5% |
$189K - $218K
|
4.5K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.04K+ 28.85% |
$183K - $212K
|
9.11K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.78KNew |
$160K - $185K
|
1.78K
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$154K - $178K
|
27.8K
$2.62M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$108K - $125K
|
1.2K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.06KNew |
$95.2K - $110K
|
1.06K
$99.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1KNew |
$89.8K - $104K
|
1K
$94.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
950New |
$85.3K - $98.8K
|
950
$89.4K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
800New |
$71.8K - $83.2K
|
800
$75.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
717New |
$64.4K - $74.6K
|
717
$67.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
691+ 33.01% |
$62.1K - $71.9K
|
2.78K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 27.27% |
$53.9K - $62.4K
|
2.8K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
590+ 21.87% |
$53K - $61.4K
|
3.29K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
546+ 25.35% |
$49K - $56.8K
|
2.7K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
500New |
$44.9K - $52K
|
500
$47.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
475New |
$42.7K - $49.4K
|
475
$44.7K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
460+ 13.97% |
$41.3K - $47.8K
|
3.75K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
419New |
$37.6K - $43.6K
|
419
$39.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
400+ 52.22% |
$35.9K - $41.6K
|
1.17K
$110K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
364New |
$32.7K - $37.9K
|
364
$34.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
317New |
$28.5K - $33K
|
317
$29.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
307+ 393.59% |
$27.6K - $31.9K
|
385
$36.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
259New |
$23.3K - $26.9K
|
259
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
245New |
$22K - $25.5K
|
245
$23.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
243+ 3.71% |
$21.8K - $25.3K
|
6.8K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
236+ 1.21% |
$21.2K - $24.5K
|
19.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
236+ 8.3% |
$21.2K - $24.5K
|
3.08K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
196+ 1.63% |
$17.6K - $20.4K
|
12.2K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170New |
$15.3K - $17.7K
|
170
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
165New |
$14.8K - $17.2K
|
165
$15.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
115+ 27.38% |
$10.3K - $12K
|
535
$50.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100New |
$8.98K - $10.4K
|
100
$9.41K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 3.92% |
$8.98K - $10.4K
|
2.65K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
92+ 0.89% |
$8.26K - $9.57K
|
10.4K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
86New |
$7.72K - $8.94K
|
86
$8.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 33.33% |
$6.74K - $7.8K
|
300
$28.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 2.8% |
$6.74K - $7.8K
|
2.76K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
70New |
$6.29K - $7.28K
|
70
$6.59K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
61+ 2.67% |
$5.48K - $6.34K
|
2.35K
$221K
|