Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.95K- 1.57% |
$216K - $271K
|
185K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.02K- 14.25% |
$221K - $278K
|
18.2K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.1K- 43.06% |
$227K - $285K
|
4.1K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.22K- 6.18% |
$235K - $296K
|
48.8K
$4.62M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.28K- 20.67% |
$240K - $302K
|
12.6K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3.6K- 19.44% |
$263K - $331K
|
14.9K
$1.41M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-3.66K- 9.31% |
$267K - $336K
|
35.6K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.68K- 14.04% |
$269K - $339K
|
22.5K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-3.74K- 4.33% |
$273K - $344K
|
82.6K
$7.81M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.75K- 35.09% |
$274K - $345K
|
6.94K
$656K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.75K- 36.79% |
$274K - $345K
|
6.44K
$610K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-3.78K- 42.38% |
$276K - $347K
|
5.14K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.78K- 9.81% |
$277K - $348K
|
34.8K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.79K- 13.46% |
$277K - $349K
|
24.4K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-3.8K- 8.26% |
$278K - $349K
|
42.2K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.22K- 13.4% |
$308K - $388K
|
27.3K
$2.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.67K- 59.52% |
$341K - $429K
|
3.18K
$300K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.67K- 6.5% |
$342K - $430K
|
67.1K
$6.35M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.14K- 65.73% |
$376K - $473K
|
2.68K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.84K- 40.2% |
$427K - $537K
|
8.69K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.02K- 9.22% |
$440K - $553K
|
59.2K
$5.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.7K- 3.19% |
$490K - $616K
|
203K
$19.2M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.71K- 30.95% |
$491K - $617K
|
15K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.78K- 23.51% |
$496K - $624K
|
22.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.09K- 16.0% |
$518K - $652K
|
37.2K
$3.52M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.36K- 11.7% |
$538K - $677K
|
55.6K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.36K- 52.88% |
$539K - $677K
|
6.56K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-7.41K- 3.75% |
$542K - $681K
|
190K
$18M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.42K- 23.98% |
$542K - $682K
|
23.5K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8K- 78.4% |
$585K - $736K
|
2.2K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-8.08K- 15.79% |
$591K - $743K
|
43.1K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.27K- 68.52% |
$605K - $761K
|
3.8K
$360K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.43K- 3.95% |
$616K - $775K
|
205K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 55.72% |
$765K - $962K
|
8.31K
$786K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.6K- 5.0% |
$775K - $975K
|
201K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.7K- 9.05% |
$781K - $983K
|
107K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.8K- 13.77% |
$788K - $991K
|
67.5K
$6.38M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11K- 65.48% |
$804K - $1.01M
|
5.8K
$549K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 4.26% |
$820K - $1.03M
|
252K
$23.8M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11.3K- 99.38% |
$826K - $1.04M
|
70
$6.62K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-11.3K- 69.63% |
$828K - $1.04M
|
4.94K
$467K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 36.44% |
$852K - $1.07M
|
20.3K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-11.8K- 69.41% |
$863K - $1.09M
|
5.2K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 9.95% |
$891K - $1.12M
|
110K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
SELL
|
- |
-12.4K- 84.93% |
$907K - $1.14M
|
2.2K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14K- 16.15% |
$1.02M - $1.29M
|
72.6K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.7K- 41.67% |
$1.07M - $1.35M
|
20.6K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.4K- 7.37% |
$1.12M - $1.41M
|
193K
$18.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 98.23% |
$1.13M - $1.41M
|
278
$26.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 86.05% |
$1.2M - $1.51M
|
2.67K
$252K
|