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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-640- 1.55% |
$46.8K - $58.9K
|
40.6K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-660- 1.63% |
$48.3K - $60.7K
|
39.9K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-692- 3.8% |
$50.6K - $63.6K
|
17.5K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-693- 3.07% |
$50.7K - $63.7K
|
21.9K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-740- 8.08% |
$54.1K - $68.1K
|
8.42K
$757K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-766- 4.68% |
$56K - $70.4K
|
15.6K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-800- 19.71% |
$58.5K - $73.6K
|
3.26K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-815- 3.71% |
$59.6K - $75K
|
21.1K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-825- 75.97% |
$60.3K - $75.9K
|
261
$23.5K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-850- 3.7% |
$62.2K - $78.2K
|
22.1K
$1.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-855- 20.6% |
$62.5K - $78.6K
|
3.3K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-858- 25.1% |
$62.7K - $78.9K
|
2.56K
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-878- 18.05% |
$64.2K - $80.7K
|
3.99K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 8.45% |
$64.5K - $81.1K
|
9.55K
$859K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-885- 6.76% |
$64.7K - $81.4K
|
12.2K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-897- 6.55% |
$65.6K - $82.5K
|
12.8K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-940- 21.66% |
$68.7K - $86.5K
|
3.4K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-970- 75.6% |
$70.9K - $89.2K
|
313
$28.1K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-973- 3.72% |
$71.2K - $89.5K
|
25.2K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-978- 7.76% |
$71.5K - $89.9K
|
11.6K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-997- 1.82% |
$72.9K - $91.7K
|
53.8K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.12K- 2.02% |
$81.7K - $103K
|
54.1K
$4.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.17K- 5.04% |
$85.7K - $108K
|
22.1K
$1.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.29K- 23.66% |
$94.1K - $118K
|
4.15K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.29K- 0.63% |
$94.5K - $119K
|
204K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.32K- 4.84% |
$96.2K - $121K
|
25.9K
$2.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.33K- 96.23% |
$97.1K - $122K
|
52
$4.67K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.37K- 7.25% |
$100K - $126K
|
17.5K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.39K- 14.55% |
$101K - $127K
|
8.14K
$731K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.47K- 47.82% |
$108K - $135K
|
1.61K
$144K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.5K- 13.99% |
$110K - $138K
|
9.22K
$829K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-1.61K- 11.5% |
$118K - $148K
|
12.4K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.63K- 1.67% |
$119K - $150K
|
95.5K
$8.59M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.69K- 5.29% |
$124K - $156K
|
30.3K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 12.68% |
$124K - $156K
|
11.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.73K- 17.79% |
$127K - $159K
|
8.01K
$720K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.75K- 7.32% |
$128K - $161K
|
22.1K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.85K- 24.72% |
$135K - $170K
|
5.63K
$506K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.88K- 8.08% |
$137K - $173K
|
21.3K
$1.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.89K- 19.08% |
$138K - $174K
|
8.01K
$720K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.98K- 31.28% |
$145K - $182K
|
4.35K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-2K- 40.0% |
$146K - $184K
|
3K
$270K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.14K- 2.21% |
$156K - $197K
|
94.5K
$8.5M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.2K- 23.18% |
$161K - $202K
|
7.28K
$654K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.26K- 26.62% |
$165K - $207K
|
6.22K
$559K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.35K- 4.55% |
$172K - $216K
|
49.3K
$4.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.37K- 30.56% |
$173K - $218K
|
5.39K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.71K- 8.09% |
$198K - $249K
|
30.8K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 35.15% |
$206K - $259K
|
5.2K
$468K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.95K- 52.37% |
$215K - $271K
|
2.68K
$241K
|