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 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.85K+ 13.36% |
$161K - $191K
|
15.7K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 1656.76% |
$160K - $189K
|
1.95K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.82K+ 4.67% |
$159K - $187K
|
40.8K
$3.17M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.82K+ 57.23% |
$158K - $187K
|
4.99K
$388K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.82K+ 12.49% |
$158K - $187K
|
16.4K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.79K+ 79.76% |
$156K - $184K
|
4.04K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.79K+ 8.42% |
$156K - $184K
|
23K
$1.79M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.7K+ 242.86% |
$148K - $175K
|
2.4K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.7K+ 7.9% |
$148K - $175K
|
23.2K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.67K+ 6.8% |
$145K - $172K
|
26.2K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 2.54% |
$144K - $171K
|
67.1K
$5.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.62K+ 33.31% |
$141K - $166K
|
6.47K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.6K+ 21.97% |
$139K - $164K
|
8.86K
$688K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.6K+ 22.82% |
$139K - $164K
|
8.59K
$667K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.54K+ 27.85% |
$134K - $158K
|
7.07K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.5KNew |
$131K - $154K
|
1.5K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
1.5K+ 6.91% |
$131K - $154K
|
23.2K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 0.67% |
$131K - $154K
|
224K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 47.09% |
$129K - $153K
|
4.63K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.43K+ 13.33% |
$124K - $147K
|
12.1K
$942K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.42K+ 17.25% |
$123K - $146K
|
9.62K
$747K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 8.43% |
$121K - $144K
|
18K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1.36K+ 28.48% |
$118K - $140K
|
6.14K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.33K+ 331.25% |
$115K - $136K
|
1.73K
$134K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28K+ 1404.4% |
$111K - $131K
|
1.37K
$106K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.27K+ 1.44% |
$110K - $131K
|
89.5K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 19.54% |
$110K - $130K
|
7.73K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 13.33% |
$109K - $129K
|
10.6K
$826K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.21K+ 30.62% |
$105K - $124K
|
5.16K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 4.25% |
$105K - $124K
|
29.5K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 42.62% |
$103K - $122K
|
3.95K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.17K+ 17.33% |
$102K - $120K
|
7.91K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.16K+ 1.25% |
$101K - $119K
|
94.2K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.14KNew |
$98.9K - $117K
|
1.14K
$88.2K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 11.12% |
$87.3K - $103K
|
10K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1K+ 12.46% |
$87.1K - $103K
|
9.03K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
945+ 7.1% |
$82.3K - $97.2K
|
14.3K
$1.11M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
933+ 15.2% |
$81.2K - $96K
|
7.07K
$549K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
896+ 1.66% |
$78K - $92.2K
|
54.8K
$4.25M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
875+ 42.79% |
$76.2K - $90K
|
2.92K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
852+ 1.64% |
$74.2K - $87.7K
|
52.7K
$4.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
842+ 14.11% |
$73.3K - $86.6K
|
6.81K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
826+ 2.35% |
$71.9K - $85K
|
36K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
802+ 2.69% |
$69.8K - $82.5K
|
30.6K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
798+ 14.21% |
$69.5K - $82.1K
|
6.41K
$498K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
777+ 4.47% |
$67.6K - $79.9K
|
18.1K
$1.41M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
749+ 483.23% |
$65.2K - $77.1K
|
904
$70.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
740+ 22.78% |
$64.4K - $76.1K
|
3.99K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
731+ 20.29% |
$63.6K - $75.2K
|
4.33K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
719+ 28.7% |
$62.6K - $74K
|
3.22K
$250K
|