Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.2KNew |
$1.75M - $2.1M
|
23.2K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$1.65M - $1.97M
|
21.9K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.6KNew |
$1.55M - $1.86M
|
20.6K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
20K+ 6.78% |
$1.51M - $1.8M
|
315K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19.8K+ 19.75% |
$1.49M - $1.78M
|
120K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
18.8KNew |
$1.42M - $1.7M
|
18.8K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 11.57% |
$1.41M - $1.69M
|
181K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
17.4KNew |
$1.31M - $1.57M
|
17.4K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.3K+ 53.02% |
$1.23M - $1.47M
|
47.1K
$4.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.9KNew |
$1.2M - $1.43M
|
15.9K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
15.4KNew |
$1.16M - $1.39M
|
15.4K
$1.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
BUY
|
- |
15.1KNew |
$1.14M - $1.36M
|
15.1K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14KNew |
$1.06M - $1.27M
|
14K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.6KNew |
$1.03M - $1.23M
|
13.6K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
13.5K+ 2.79% |
$1.02M - $1.22M
|
498K
$44.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12.8KNew |
$962K - $1.15M
|
12.8K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.6K+ 3.45% |
$949K - $1.14M
|
378K
$34M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 333.65% |
$860K - $1.03M
|
14.8K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11K+ 21.67% |
$831K - $995K
|
61.9K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$820K - $981K
|
10.9K
$977K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
9.61KNew |
$724K - $867K
|
9.61K
$864K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
9.59K+ 10.59% |
$723K - $866K
|
100K
$9M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9.26K+ 28.64% |
$698K - $835K
|
41.6K
$3.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.16K+ 134.71% |
$690K - $827K
|
16K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.15K+ 45.96% |
$690K - $826K
|
29.1K
$2.61M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
8.75K+ 5681.82% |
$660K - $790K
|
8.9K
$800K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
8.75K+ 5681.82% |
$660K - $790K
|
8.9K
$800K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72K+ 13.73% |
$657K - $786K
|
72.2K
$6.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.44K+ 200.9% |
$636K - $762K
|
12.6K
$1.14M
|
|
|
May 16, 2024
Q2 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
8.23K+ 77.11% |
$620K - $742K
|
18.9K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Parametrica Management LTD
|
BUY
|
- |
8.2KNew |
$618K - $740K
|
8.2K
$737K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.15KNew |
$614K - $736K
|
8.15K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.08K+ 4.2% |
$609K - $729K
|
200K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.97K+ 6.49% |
$526K - $629K
|
114K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.35K+ 53.31% |
$478K - $573K
|
18.2K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.08K+ 6.36% |
$458K - $548K
|
102K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.74K+ 178.16% |
$432K - $517K
|
8.95K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.33K+ 62.0% |
$402K - $481K
|
13.9K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.96KNew |
$374K - $447K
|
4.96K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
4.78K+ 416.0% |
$361K - $432K
|
5.93K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.73K+ 141.01% |
$356K - $427K
|
8.08K
$726K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.7K+ 28.7% |
$354K - $424K
|
21.1K
$1.89M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.68K+ 5.29% |
$353K - $422K
|
93.1K
$8.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.67KNew |
$352K - $421K
|
4.67K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.23KNew |
$318K - $381K
|
4.23K
$380K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
4.11K+ 6.79% |
$310K - $371K
|
64.6K
$5.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.04KNew |
$304K - $364K
|
4.04K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.02K+ 8.04% |
$303K - $363K
|
54K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.01KNew |
$302K - $362K
|
4.01K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.85K+ 72.15% |
$290K - $347K
|
9.18K
$825K
|