Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

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 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3.78K
New
$285K - $341K
3.78K $340K
Aug 10, 2023 Q2 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
3.77K
+ 1.87%
$284K - $340K
205K $18.4M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
3.45K
+ 3.12%
$260K - $311K
114K $10.2M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
3.42K
New
$258K - $309K
3.42K $308K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.41K
New
$257K - $308K
3.41K $307K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.4K
+ 238.74%
$256K - $307K
4.83K $434K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
3.39K
New
$256K - $306K
3.39K $305K
Aug 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
BUY
 -
3.24K
+ 41.56%
$245K - $293K
11K $993K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
3.22K
+ 46.44%
$243K - $291K
10.2K $913K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.15K
+ 10.56%
$237K - $284K
33K $2.96M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
2.98K
New
$224K - $269K
2.98K $268K
Aug 23, 2023 Q2 2023
Ctc Alternative Strategies, Ltd.

Chicago, IL
BUY
 -
2.85K
New
$215K - $257K
2.85K $256K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.82K
New
$212K - $254K
2.82K $253K
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.75K
New
$207K - $248K
2.75K $247K
Jul 14, 2023 Q2 2023
Krs Capital Management, LLC

BUY
 -
2.75K
New
$207K - $248K
2.75K $247K
Jul 26, 2023 Q2 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
2.7K
New
$204K - $244K
2.7K $243K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.68K
New
$202K - $242K
2.68K $241K
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
2.64K
New
$199K - $238K
2.64K $238K
Jul 20, 2023 Q2 2023
Kercheville Advisors, LLC

BUY
 -
2.6K
New
$196K - $235K
2.6K $234K
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
2.59K
New
$195K - $234K
2.59K $233K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.52K
New
$190K - $227K
2.52K $227K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
2.52K
New
$190K - $227K
2.52K $226K
Aug 02, 2023 Q2 2023
Mastrapasqua Asset Management Inc

BUY
 -
2.49K
New
$188K - $225K
2.49K $224K
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

BUY
 -
2.49K
New
$187K - $224K
2.49K $223K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
2.47K
New
$186K - $223K
2.47K $222K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.42K
+ 15.25%
$182K - $218K
18.3K $1.64M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.3K
+ 14.55%
$174K - $208K
18.1K $1.63M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
2.05K
+ 1.91%
$154K - $185K
109K $9.81M
Aug 03, 2023 Q2 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
1.97K
+ 3.87%
$149K - $178K
53K $4.76M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.96K
+ 34.75%
$148K - $177K
7.59K $682K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
1.88K
New
$142K - $170K
1.88K $169K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
1.87K
+ 20.38%
$141K - $169K
11.1K $995K
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
1.8K
+ 19.8%
$135K - $162K
10.9K $977K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.77K
+ 9.25%
$133K - $160K
20.9K $1.88M
Jul 18, 2023 Q2 2023
Hanson & Doremus Investment Management

BUY
 -
1.53K
+ 6.87%
$116K - $138K
23.9K $2.14M
Aug 14, 2023 Q2 2023
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
1.5K
+ 100.0%
$113K - $135K
3K $270K
Mar 11, 2024 Q2 2023
Nepc LLC

Boston, MA
BUY
 -
1.5K
New
$113K - $135K
1.5K $135K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
1.49K
New
$112K - $134K
1.49K $134K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.32K
+ 7.27%
$99.6K - $119K
19.5K $1.75M
Jul 20, 2023 Q2 2023
Osborne Partners Capital Management, LLC

BUY
 -
1.28K
+ 1.56%
$96.8K - $116K
83.4K $7.5M
Aug 14, 2023 Q2 2023
Paloma Partners Management CO

Greenwich, CT
BUY
 -
1.28K
+ 9.38%
$96.5K - $115K
14.9K $1.34M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
1.24K
+ 2.71%
$93.8K - $112K
47.1K $4.23M
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

BUY
 -
1.24K
+ 2.03%
$93.5K - $112K
62.2K $5.59M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.23K
+ 1.71%
$92.6K - $111K
73.2K $6.58M
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.17K
+ 0.57%
$88K - $105K
206K $18.5M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.16K
+ 29.76%
$87.1K - $104K
5.04K $453K
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
1.16K
+ 15.02%
$87.1K - $104K
8.84K $795K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
1.08K
+ 22.07%
$81.3K - $97.3K
5.96K $536K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.07K
+ 30.36%
$80.7K - $96.5K
4.59K $413K

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