Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P BIOTECH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
460+ 12.67% |
$37.3K - $53.1K
|
4.09K
$366K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$36.5K - $51.9K
|
450
$40.2K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
415+ 7.52% |
$33.6K - $47.9K
|
5.94K
$531K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
400+ 6.67% |
$32.4K - $46.2K
|
6.4K
$572K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
386New |
$31.3K - $44.6K
|
386
$34.5K
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
380+ 2.66% |
$30.8K - $43.9K
|
14.7K
$1.31M
|
|
Apr 11, 2022
Q1 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
346+ 0.51% |
$28.1K - $39.9K
|
67.7K
$6.06M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
334+ 17.58% |
$27.1K - $38.6K
|
2.23K
$200K
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
326+ 1.36% |
$26.4K - $37.6K
|
24.4K
$2.18M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
298+ 92.55% |
$24.2K - $34.4K
|
620
$55.5K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
298+ 3.13% |
$24.2K - $34.4K
|
9.82K
$878K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
295+ 5.33% |
$23.9K - $34.1K
|
5.83K
$522K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
280New |
$22.7K - $32.3K
|
280
$25K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
275New |
$22.3K - $31.7K
|
275
$24.6K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
257+ 8.04% |
$20.8K - $29.7K
|
3.46K
$309K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
252+ 53.62% |
$20.4K - $29.1K
|
722
$64.6K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
214+ 3.71% |
$17.3K - $24.7K
|
5.98K
$535K
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
205+ 292.86% |
$16.6K - $23.7K
|
275
$24.6K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 307.69% |
$16.2K - $23.1K
|
265
$23.7K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
200+ 17.51% |
$16.2K - $23.1K
|
1.34K
$120K
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
188New |
$15.2K - $21.7K
|
188
$16.8K
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
179+ 7.78% |
$14.5K - $20.7K
|
2.48K
$222K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
175+ 7.45% |
$14.2K - $20.2K
|
2.52K
$226K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
174New |
$14.1K - $20.1K
|
174
$15.6K
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
166+ 2.42% |
$13.5K - $19.2K
|
7.02K
$628K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
164New |
$13.3K - $18.9K
|
164
$14.7K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160+ 5.23% |
$13K - $18.5K
|
3.22K
$288K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
159+ 47.89% |
$12.9K - $18.4K
|
491
$43.9K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
156+ 0.35% |
$12.6K - $18K
|
44.1K
$3.95M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
147+ 73.5% |
$11.9K - $17K
|
347
$31K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
147+ 73.5% |
$11.9K - $17K
|
347
$31K
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
115+ 0.3% |
$9.32K - $13.3K
|
38K
$3.4M
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
113+ 0.48% |
$9.16K - $13K
|
23.9K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
100+ 1.24% |
$8.11K - $11.5K
|
8.16K
$730K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$8.11K - $11.5K
|
100
$8.94K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
90+ 0.7% |
$7.3K - $10.4K
|
12.9K
$1.16M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
90New |
$7.3K - $10.4K
|
90
$8.05K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
82+ 22.59% |
$6.65K - $9.47K
|
445
$39.8K
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
80+ 114.29% |
$6.49K - $9.24K
|
150
$13.4K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 2.22% |
$6.16K - $8.77K
|
3.5K
$313K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
72+ 14.4% |
$5.84K - $8.31K
|
572
$51.2K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
70+ 5.62% |
$5.67K - $8.08K
|
1.32K
$118K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
67+ 7.97% |
$5.43K - $7.73K
|
908
$81.2K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55+ 0.29% |
$4.46K - $6.35K
|
18.8K
$1.68M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50+ 2.19% |
$4.05K - $5.77K
|
2.34K
$209K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
47+ 1.07% |
$3.81K - $5.43K
|
4.46K
$399K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.65% |
$3.65K - $5.19K
|
6.95K
$622K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
45+ 0.83% |
$3.65K - $5.19K
|
5.47K
$489K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
44+ 7.46% |
$3.57K - $5.08K
|
634
$56.7K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41+ 0.37% |
$3.32K - $4.73K
|
11K
$982K
|