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 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-750- 14.02% |
$65.3K - $77.2K
|
4.6K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-787- 1.87% |
$68.5K - $81K
|
41.2K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-806- 1.19% |
$70.2K - $82.9K
|
67.1K
$6.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-818- 13.98% |
$71.2K - $84.2K
|
5.03K
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-840- 24.67% |
$73.1K - $86.4K
|
2.57K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-850- 5.68% |
$74K - $87.5K
|
14.1K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-930- 4.01% |
$81K - $95.7K
|
22.3K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-949- 30.39% |
$82.6K - $97.6K
|
2.17K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-986- 16.61% |
$85.8K - $101K
|
4.95K
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1K- 50.0% |
$87.1K - $103K
|
1K
$91.8K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.02K- 8.9% |
$88.7K - $105K
|
10.4K
$958K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 8.56% |
$91.4K - $108K
|
11.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.11K- 7.3% |
$96.7K - $114K
|
14.1K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.12K- 9.36% |
$97.7K - $115K
|
10.9K
$998K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.23K- 7.35% |
$107K - $127K
|
15.5K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.24K- 7.27% |
$108K - $127K
|
15.8K
$1.45M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.24K- 25.55% |
$108K - $128K
|
3.62K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.27K- 21.3% |
$110K - $130K
|
4.69K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.28K- 0.56% |
$112K - $132K
|
229K
$21M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.29K- 8.84% |
$113K - $133K
|
13.3K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.29K- 9.26% |
$113K - $133K
|
12.7K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.36K- 84.22% |
$118K - $140K
|
254
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 5.16% |
$119K - $141K
|
25.2K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.4K- 35.32% |
$121K - $144K
|
2.56K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.4K- 16.62% |
$122K - $144K
|
7.02K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.45K- 19.33% |
$126K - $149K
|
6.05K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.65K- 17.17% |
$144K - $170K
|
7.97K
$732K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 37.08% |
$150K - $177K
|
2.93K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.79K- 4.3% |
$155K - $184K
|
39.8K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 15.72% |
$157K - $185K
|
9.65K
$886K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.93K- 11.21% |
$168K - $199K
|
15.3K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.97K- 41.13% |
$172K - $203K
|
2.82K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.98K- 27.89% |
$173K - $204K
|
5.13K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2K- 2.69% |
$174K - $206K
|
72.5K
$6.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.18K- 23.68% |
$190K - $225K
|
7.04K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.21K- 3.54% |
$192K - $227K
|
60.2K
$5.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.26K- 36.29% |
$196K - $232K
|
3.96K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-2.31K- 72.91% |
$201K - $237K
|
857
$78.7K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.45K- 8.96% |
$213K - $252K
|
24.9K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.47K- 32.0% |
$215K - $254K
|
5.24K
$481K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.56K- 25.38% |
$223K - $263K
|
7.52K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.6K- 23.79% |
$226K - $268K
|
8.33K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.7K- 49.09% |
$235K - $278K
|
2.8K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.85K- 10.71% |
$248K - $293K
|
23.8K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.89K- 23.89% |
$251K - $297K
|
9.2K
$844K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.27K- 1.97% |
$284K - $336K
|
162K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.29K- 8.5% |
$287K - $339K
|
35.5K
$3.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 70.05% |
$291K - $344K
|
1.43K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.38K- 60.6% |
$294K - $347K
|
2.19K
$201K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.45K- 5.03% |
$300K - $355K
|
65.1K
$5.98M
|