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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 17.65% |
$11K - $13.8K
|
700
$66.2K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-150- 19.61% |
$11K - $13.8K
|
615
$58.2K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-160- 3.71% |
$11.7K - $14.7K
|
4.16K
$393K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-160- 0.49% |
$11.7K - $14.7K
|
32.8K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-184- 2.62% |
$13.5K - $16.9K
|
6.84K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-200- 1.38% |
$14.6K - $18.4K
|
14.2K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200- 60.61% |
$14.6K - $18.4K
|
130
$12.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-206- 3.1% |
$15.1K - $18.9K
|
6.45K
$610K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-207- 5.19% |
$15.1K - $19K
|
3.78K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-208- 11.47% |
$15.2K - $19.1K
|
1.61K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-217- 10.62% |
$15.9K - $20K
|
1.83K
$173K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-226- 63.66% |
$16.5K - $20.8K
|
129
$12.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-235- 2.96% |
$17.2K - $21.6K
|
7.72K
$730K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-242- 8.02% |
$17.7K - $22.3K
|
2.78K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-243- 2.0% |
$17.8K - $22.3K
|
11.9K
$1.13M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-243- 1.51% |
$17.8K - $22.3K
|
15.8K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-250- 8.5% |
$18.3K - $23K
|
2.69K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-265- 3.17% |
$19.4K - $24.4K
|
8.11K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-271- 33.83% |
$19.8K - $24.9K
|
530
$50.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-290- 7.61% |
$21.2K - $26.7K
|
3.52K
$333K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 5.99% |
$21.9K - $27.6K
|
4.71K
$446K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-304- 8.85% |
$22.2K - $28K
|
3.13K
$296K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-314- 4.87% |
$23K - $28.9K
|
6.13K
$580K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-325- 7.32% |
$23.8K - $29.9K
|
4.12K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-331- 1.3% |
$24.2K - $30.4K
|
25.2K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-341- 10.14% |
$24.9K - $31.4K
|
3.02K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-348- 1.79% |
$25.4K - $32K
|
19.1K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-351- 94.86% |
$25.7K - $32.3K
|
19
$1.8K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-402- 0.37% |
$29.4K - $37K
|
107K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-402- 7.3% |
$29.4K - $37K
|
5.11K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-413- 13.22% |
$30.2K - $38K
|
2.71K
$257K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-417- 13.76% |
$30.5K - $38.4K
|
2.61K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-434- 4.1% |
$31.7K - $39.9K
|
10.2K
$960K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-450- 11.41% |
$32.9K - $41.4K
|
3.5K
$331K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-450- 11.41% |
$32.9K - $41.4K
|
3.5K
$331K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-473- 65.42% |
$34.6K - $43.5K
|
250
$23.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-500- 10.27% |
$36.6K - $46K
|
4.37K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-500- 0.64% |
$36.6K - $46K
|
77.5K
$7.33M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 7.09% |
$36.6K - $46K
|
6.55K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-513- 1.07% |
$37.5K - $47.2K
|
47.4K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-523- 1.75% |
$38.2K - $48.1K
|
29.4K
$2.78M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-524- 16.42% |
$38.3K - $48.2K
|
2.67K
$252K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-547- 12.4% |
$40K - $50.3K
|
3.87K
$366K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-550- 22.92% |
$40.2K - $50.6K
|
1.85K
$175K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-559- 4.32% |
$40.9K - $51.4K
|
12.4K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-562- 4.05% |
$41.1K - $51.7K
|
13.3K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-600- 4.43% |
$43.9K - $55.2K
|
12.9K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-610- 1.25% |
$44.6K - $56.1K
|
48K
$4.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-633- 3.25% |
$46.3K - $58.2K
|
18.8K
$1.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-639- 0.83% |
$46.7K - $58.8K
|
76.6K
$7.25M
|