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 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 13.79% |
$3.24K - $4.62K
|
330
$30.5K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
40New |
$3.24K - $4.62K
|
40
$3.7K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
36+ 1.52% |
$2.92K - $4.16K
|
2.41K
$222K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 46.67% |
$2.84K - $4.04K
|
110
$10.2K
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
32New |
$2.59K - $3.69K
|
32
$2.96K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$2.43K - $3.46K
|
30
$2.77K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
28+ 1.07% |
$2.27K - $3.23K
|
2.64K
$244K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 0.63% |
$2.03K - $2.89K
|
4.03K
$372K
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
21New |
$1.7K - $2.42K
|
21
$1.94K
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
21+ 0.08% |
$1.7K - $2.42K
|
26.3K
$2.43M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18New |
$1.46K - $2.08K
|
18
$1.66K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
14+ 0.28% |
$1.13K - $1.62K
|
5K
$462K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10+ 100.0% |
$811 - $1.15K
|
20
$1.85K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 2.23% |
$811 - $1.15K
|
458
$42.3K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
7+ 38.89% |
$567 - $808
|
25
$2.31K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.23% |
$486 - $693
|
2.57K
$237K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 600.0% |
$486 - $693
|
7
$647
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
4New |
$324 - $462
|
4
$370
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 3.57% |
$81.1 - $115
|
27
$2.5K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6- 0.16% |
$486 - $693
|
3.75K
$347K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-15- 0.11% |
$1.22K - $1.73K
|
13.3K
$1.23M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-15- 0.21% |
$1.22K - $1.73K
|
7.28K
$673K
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-15- 0.38% |
$1.22K - $1.73K
|
3.97K
$367K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-17- 4.79% |
$1.38K - $1.96K
|
338
$31.3K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.77% |
$1.95K - $2.77K
|
3.1K
$287K
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-25- 9.62% |
$2.03K - $2.89K
|
235
$21.7K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 0.28% |
$2.11K - $3K
|
9.21K
$851K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-30- 0.89% |
$2.43K - $3.46K
|
3.33K
$308K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30Closed |
$2.43K - $3.46K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-35Closed |
$2.84K - $4.04K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38Closed |
$3.08K - $4.39K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-38Closed |
$3.08K - $4.39K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-39Closed |
$3.16K - $4.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-44Closed |
$3.57K - $5.08K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-47- 10.35% |
$3.81K - $5.43K
|
407
$37.6K
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-50- 0.78% |
$4.05K - $5.77K
|
6.38K
$589K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.47% |
$4.05K - $5.77K
|
3.35K
$310K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-50- 61.73% |
$4.05K - $5.77K
|
31
$2.87K
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-50Closed |
$4.05K - $5.77K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.57% |
$4.05K - $5.77K
|
3.13K
$289K
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-51- 1.6% |
$4.13K - $5.89K
|
3.14K
$290K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-52- 1.86% |
$4.22K - $6K
|
2.74K
$254K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59Closed |
$4.78K - $6.81K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-62- 0.38% |
$5.03K - $7.16K
|
16.5K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70Closed |
$5.67K - $8.08K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-75- 58.14% |
$6.08K - $8.66K
|
54
$4.99K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-80Closed |
$6.49K - $9.24K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 37.31% |
$8.11K - $11.5K
|
168
$15.5K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$8.11K - $11.5K
|
0
$0
|