Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

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
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
657
+ 6.99%
$48K - $60.4K
10.1K $904K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
618
+ 13.93%
$45.2K - $56.8K
5.05K $454K
May 11, 2023 Q1 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
618
+ 1.85%
$45.2K - $56.8K
34K $3.06M
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
617
+ 11.24%
$45.1K - $56.7K
6.11K $549K
May 15, 2023 Q1 2023
Ulysses Management LLC

New York, NY
BUY
 -
600
+ 3.55%
$43.9K - $55.2K
17.5K $1.57M
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
595
+ 6.34%
$43.5K - $54.7K
9.99K $898K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
593
+ 9.56%
$43.4K - $54.5K
6.8K $611K
May 08, 2023 Q1 2023
Ameraudi Asset Management, Inc.

BUY
 -
577
+ 0.77%
$42.2K - $53.1K
75.3K $6.77M
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
556
+ 18.94%
$40.7K - $51.1K
3.49K $314K
May 08, 2023 Q1 2023
Rpg Investment Advisory, LLC

BUY
 -
550
+ 2.29%
$40.2K - $50.6K
24.5K $2.2M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
540
+ 2.49%
$39.5K - $49.7K
22.2K $2M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
538
+ 3.67%
$39.3K - $49.5K
15.2K $1.36M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
535
+ 5.62%
$39.1K - $49.2K
10K $903K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
534
New
$39.1K - $49.1K
534 $48K
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
524
+ 21.32%
$38.3K - $48.2K
2.98K $268K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
519
+ 17.74%
$38K - $47.7K
3.45K $310K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
505
+ 7.77%
$36.9K - $46.4K
7K $629K
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
500
+ 2.37%
$36.6K - $46K
21.6K $1.94M
Nov 13, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
470
+ 2.18%
$34.4K - $43.2K
22.1K $1.98M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
470
+ 1566.67%
$34.4K - $43.2K
500 $44.9K
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
446
+ 1.14%
$32.6K - $41K
39.7K $3.57M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
430
+ 10.69%
$31.4K - $39.5K
4.45K $400K
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
427
+ 9.75%
$31.2K - $39.3K
4.81K $432K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
422
+ 13.6%
$30.9K - $38.8K
3.52K $317K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
385
+ 4.69%
$28.2K - $35.4K
8.6K $773K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
369
+ 3.49%
$27K - $33.9K
10.9K $984K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
365
+ 6.95%
$26.7K - $33.6K
5.62K $505K
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
363
+ 8.26%
$26.5K - $33.4K
4.76K $428K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
354
+ 4.36%
$25.9K - $32.6K
8.48K $762K
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
351
+ 1.6%
$25.7K - $32.3K
22.3K $2.01M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
350
+ 7.72%
$25.6K - $32.2K
4.89K $439K
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
350
New
$25.6K - $32.2K
350 $31.5K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
340
+ 2.53%
$24.9K - $31.3K
13.8K $1.24M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
337
+ 3.3%
$24.6K - $31K
10.6K $950K
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
337
+ 7.97%
$24.6K - $31K
4.56K $410K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
303
+ 9.85%
$22.2K - $27.9K
3.38K $304K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
301
+ 7.86%
$22K - $27.7K
4.13K $371K
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
301
+ 2.62%
$22K - $27.7K
11.8K $1.06M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
301
+ 1.25%
$22K - $27.7K
24.5K $2.2M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
296
New
$21.6K - $27.2K
296 $26.6K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
275
New
$20.1K - $25.3K
275 $24.7K
May 12, 2023 Q1 2023
Prosight Management, LP

Dallas, TX
BUY
 -
273
New
$20K - $25.1K
273 $24.5K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
273
+ 2.65%
$20K - $25.1K
10.6K $950K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
264
+ 5.29%
$19.3K - $24.3K
5.26K $473K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
250
+ 0.47%
$18.3K - $23K
53K $4.76M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
250
New
$18.3K - $23K
250 $22.5K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
250
New
$18.3K - $23K
250 $22.5K
May 08, 2023 Q1 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
235
+ 2.32%
$17.2K - $21.6K
10.4K $931K
May 15, 2023 Q1 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
233
+ 1.56%
$17K - $21.4K
15.2K $1.37M

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