Purchases and Sales Made in Q1 2024 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 2024. 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 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-285- 2.54% |
$24.8K - $29.3K
|
10.9K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-291- 3.37% |
$25.3K - $29.9K
|
8.35K
$767K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-299- 94.92% |
$26K - $30.8K
|
16
$1.47K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-304- 10.94% |
$26.5K - $31.3K
|
2.48K
$227K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-305- 0.32% |
$26.6K - $31.4K
|
94.2K
$8.65M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-318- 10.54% |
$27.7K - $32.7K
|
2.7K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-319- 6.36% |
$27.8K - $32.8K
|
4.7K
$432K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-323- 1.77% |
$28.1K - $33.2K
|
17.9K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-330- 6.27% |
$28.7K - $34K
|
4.94K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-340- 1.49% |
$29.6K - $35K
|
22.5K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-346- 8.27% |
$30.1K - $35.6K
|
3.84K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-365- 5.44% |
$31.8K - $37.6K
|
6.35K
$583K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-369- 5.2% |
$32.1K - $38K
|
6.73K
$618K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-371- 0.8% |
$32.3K - $38.2K
|
45.7K
$4.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-375- 1.71% |
$32.6K - $38.6K
|
21.5K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-375- 7.48% |
$32.6K - $38.6K
|
4.64K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-388- 4.47% |
$33.8K - $39.9K
|
8.3K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-398- 4.38% |
$34.6K - $41K
|
8.7K
$799K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-405- 1.51% |
$35.3K - $41.7K
|
26.4K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-423- 5.23% |
$36.8K - $43.5K
|
7.66K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-425- 5.56% |
$37K - $43.7K
|
7.22K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-425- 1.28% |
$37K - $43.7K
|
32.9K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-439- 16.76% |
$38.2K - $45.2K
|
2.18K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-470- 3.98% |
$40.9K - $48.4K
|
11.3K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-471- 57.37% |
$41K - $48.5K
|
350
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-476- 4.44% |
$41.4K - $49K
|
10.2K
$941K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-483- 7.56% |
$42K - $49.7K
|
5.91K
$543K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-489- 1.62% |
$42.6K - $50.3K
|
29.7K
$2.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-489- 18.31% |
$42.6K - $50.3K
|
2.18K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-490- 13.4% |
$42.7K - $50.4K
|
3.17K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-496- 6.14% |
$43.2K - $51K
|
7.58K
$696K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-500- 4.71% |
$43.5K - $51.4K
|
10.1K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 50.0% |
$43.5K - $51.4K
|
500
$45.9K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-536- 3.57% |
$46.7K - $55.1K
|
14.5K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-539- 65.89% |
$46.9K - $55.5K
|
279
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-562- 5.77% |
$48.9K - $57.8K
|
9.18K
$843K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-568- 0.51% |
$49.4K - $58.4K
|
112K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-600- 14.81% |
$52.2K - $61.7K
|
3.45K
$317K
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-612- 20.79% |
$53.3K - $63K
|
2.33K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617- 5.58% |
$53.7K - $63.5K
|
10.4K
$958K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-622- 9.21% |
$54.1K - $64K
|
6.13K
$563K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-630- 3.95% |
$54.8K - $64.8K
|
15.3K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-643- 23.26% |
$56K - $66.2K
|
2.12K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-645- 5.55% |
$56.1K - $66.4K
|
11K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-656- 2.52% |
$57.1K - $67.5K
|
25.4K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-685- 2.97% |
$59.6K - $70.5K
|
22.4K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-691- 9.11% |
$60.2K - $71.1K
|
6.9K
$633K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-701- 35.88% |
$61K - $72.1K
|
1.25K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-701- 1.51% |
$61K - $72.1K
|
45.8K
$4.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-704- 90.96% |
$61.3K - $72.4K
|
70
$6.43K
|