Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-460- 15.65% |
$29.5K - $41.8K
|
2.48K
$235K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-288- 64.29% |
$18.5K - $26.2K
|
160
$15.1K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-250- 2.91% |
$16K - $22.7K
|
8.33K
$788K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-70- 0.91% |
$4.49K - $6.36K
|
7.64K
$722K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-54- 32.14% |
$3.46K - $4.91K
|
114
$10.8K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-51- 50.5% |
$3.27K - $4.63K
|
50
$4.73K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-51- 40.8% |
$3.27K - $4.63K
|
74
$7K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-35- 1.05% |
$2.24K - $3.18K
|
3.3K
$312K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-23- 4.86% |
$1.47K - $2.09K
|
450
$42.6K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-13- 0.82% |
$834 - $1.18K
|
1.57K
$148K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-14.4K- 38.82% |
$1.04M - $1.24M
|
22.7K
$2.15M
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.2K- 96.99% |
$808K - $964K
|
349
$33K
|
|
Nov 14, 2023
Q3 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.5K- 37.5% |
$755K - $900K
|
17.5K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Eversept Partners, LP
New York, NY |
SELL
|
PUT |
-10K- 11.11% |
$719K - $858K
|
80K
$7.57M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.75K- 23.75% |
$701K - $836K
|
31.3K
$2.96M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.89K- 8.57% |
$639K - $762K
|
94.8K
$8.97M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.34KClosed |
$456K - $544K
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-4.42K- 34.78% |
$318K - $379K
|
8.29K
$785K
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$108K - $129K
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-550- 13.28% |
$39.5K - $47.2K
|
3.59K
$340K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 43.48% |
$35.9K - $42.9K
|
650
$61.5K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 15.01% |
$35.9K - $42.9K
|
2.83K
$268K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-375- 10.73% |
$27K - $32.2K
|
3.12K
$295K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-375- 10.73% |
$27K - $32.2K
|
3.12K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-283- 1.03% |
$20.3K - $24.3K
|
27.1K
$2.56M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-158- 2.66% |
$11.4K - $13.6K
|
5.78K
$547K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-148- 3.76% |
$10.6K - $12.7K
|
3.79K
$358K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-131- 83.97% |
$9.42K - $11.2K
|
25
$2.36K
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 20.0% |
$3.59K - $4.29K
|
200
$18.9K
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.22K - $1.46K
|
44K
$4.16M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.08% |
$1.08K - $1.29K
|
18.1K
$1.71M
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.91K- 80.12% |
$747K - $894K
|
2.46K
$233K
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.16K- 3.04% |
$465K - $556K
|
197K
$18.6M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.17K- 29.99% |
$239K - $286K
|
7.4K
$700K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 49.82% |
$234K - $280K
|
3.12K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.02K- 41.57% |
$228K - $273K
|
4.25K
$402K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.28K- 44.65% |
$172K - $206K
|
2.83K
$267K
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 65.22% |
$113K - $135K
|
800
$75.7K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.5K- 23.28% |
$113K - $135K
|
4.94K
$468K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.42K- 7.27% |
$107K - $128K
|
18.1K
$1.72M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.01K- 29.43% |
$76.4K - $91.5K
|
2.43K
$230K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 33.33% |
$67.8K - $81.2K
|
1.8K
$170K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-852- 25.86% |
$64.2K - $76.9K
|
2.44K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-846- 6.82% |
$63.8K - $76.3K
|
11.6K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-806- 10.38% |
$60.8K - $72.7K
|
6.96K
$659K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 8.89% |
$46.6K - $55.8K
|
6.33K
$599K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-350- 2.83% |
$26.4K - $31.6K
|
12K
$1.14M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-219- 8.14% |
$16.5K - $19.8K
|
2.47K
$234K
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 4.86% |
$15.1K - $18K
|
3.92K
$370K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-174- 0.03% |
$13.1K - $15.7K
|
634K
$60M
|