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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
135+ 2.88% |
$11.8K - $13.9K
|
4.83K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
127+ 3.77% |
$11.1K - $13.1K
|
3.5K
$271K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
118+ 2.78% |
$10.3K - $12.1K
|
4.36K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
116New |
$10.1K - $11.9K
|
116
$9.01K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
113+ 2.55% |
$9.84K - $11.6K
|
4.54K
$352K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 2.54% |
$8.71K - $10.3K
|
4.03K
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100New |
$8.71K - $10.3K
|
100
$7.76K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 20.0% |
$8.71K - $10.3K
|
600
$46.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 8.55% |
$8.44K - $9.98K
|
1.23K
$95.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
95+ 4.17% |
$8.27K - $9.77K
|
2.37K
$184K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 3.49% |
$7.83K - $9.26K
|
2.67K
$207K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
87New |
$7.57K - $8.95K
|
87
$6.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
85+ 0.99% |
$7.4K - $8.75K
|
8.63K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
77+ 1.5% |
$6.7K - $7.92K
|
5.2K
$403K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69New |
$6.01K - $7.1K
|
69
$5.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
63+ 0.48% |
$5.48K - $6.48K
|
13.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
61+ 1.22% |
$5.31K - $6.28K
|
5.06K
$393K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
60+ 95.24% |
$5.22K - $6.17K
|
123
$9.55K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51+ 164.52% |
$4.44K - $5.25K
|
82
$6.37K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50New |
$4.35K - $5.14K
|
50
$3.88K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48New |
$4.18K - $4.94K
|
48
$3.73K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
45+ 1.9% |
$3.92K - $4.63K
|
2.41K
$187K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
44+ 0.36% |
$3.83K - $4.53K
|
12.2K
$946K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
43+ 1.46% |
$3.74K - $4.42K
|
2.98K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
40+ 0.81% |
$3.48K - $4.12K
|
5.01K
$389K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
34+ 0.56% |
$2.96K - $3.5K
|
6.13K
$476K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
33+ 7.8% |
$2.87K - $3.4K
|
456
$35.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.13% |
$2.61K - $3.09K
|
2.68K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.53% |
$2.18K - $2.57K
|
1.66K
$128K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 0.99% |
$2.18K - $2.57K
|
2.54K
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
22+ 17.46% |
$1.92K - $2.26K
|
148
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 0.56% |
$1.83K - $2.16K
|
3.77K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
17+ 1.32% |
$1.48K - $1.75K
|
1.31K
$101K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
16New |
$1.39K - $1.65K
|
16
$1.24K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$871 - $1.03K
|
5.84K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.6% |
$783 - $926
|
1.5K
$116K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9New |
$783 - $926
|
9
$699
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.03% |
$696 - $823
|
24.1K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.67% |
$609 - $720
|
1.05K
$81.7K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$435 - $514
|
98.9K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.5% |
$174 - $206
|
135
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.26% |
$174 - $206
|
765
$59.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2- 0.09% |
$174 - $206
|
2.26K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3- 0.15% |
$261 - $309
|
1.95K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8- 0.2% |
$696 - $823
|
4.06K
$315K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10- 40.0% |
$871 - $1.03K
|
15
$1.16K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-10- 0.11% |
$871 - $1.03K
|
8.95K
$695K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-15- 0.5% |
$1.31K - $1.54K
|
2.98K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-16- 3.34% |
$1.39K - $1.65K
|
463
$35.9K
|