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 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
269
+ 0.66%
$20.3K - $24.3K
41.2K $3.71M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
260
+ 6.99%
$19.6K - $23.5K
3.98K $358K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
239
+ 1.7%
$18K - $21.6K
14.3K $1.28M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
229
+ 23.11%
$17.3K - $20.7K
1.22K $110K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
227
+ 72.52%
$17.1K - $20.5K
540 $48.5K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
214
+ 3.15%
$16.1K - $19.3K
7.01K $630K
Jul 25, 2023 Q2 2023
Shaker Investments LLC

BUY
 -
205
+ 1.32%
$15.5K - $18.5K
15.8K $1.42M
Aug 15, 2023 Q2 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
203
+ 1.29%
$15.3K - $18.3K
16K $1.43M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
202
+ 0.92%
$15.2K - $18.2K
22.1K $1.99M
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
182
New
$13.7K - $16.4K
182 $16.4K
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
175
+ 3.93%
$13.2K - $15.8K
4.63K $416K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
173
+ 0.16%
$13K - $15.6K
106K $9.54M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
168
+ 1.32%
$12.7K - $15.2K
12.9K $1.16M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
164
+ 1.72%
$12.4K - $14.8K
9.68K $870K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
155
+ 0.72%
$11.7K - $14K
21.6K $1.94M
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
147
New
$11.1K - $13.3K
147 $13.2K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
142
+ 4.12%
$10.7K - $12.8K
3.59K $323K
Jul 31, 2023 Q2 2023
Mesirow Institutional Investment Management, Inc.

Chicago, IL
BUY
 -
140
+ 2.91%
$10.6K - $12.6K
4.96K $445K
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
135
+ 2.27%
$10.2K - $12.2K
6.09K $547K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
132
+ 0.72%
$9.95K - $11.9K
18.5K $1.66M
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
132
+ 1.69%
$9.95K - $11.9K
7.95K $715K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
130
+ 26.0%
$9.8K - $11.7K
630 $56.6K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
130
+ 26.0%
$9.8K - $11.7K
630 $56.6K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
127
+ 1.59%
$9.57K - $11.5K
8.14K $732K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
115
New
$8.67K - $10.4K
115 $10.3K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
102
+ 0.33%
$7.69K - $9.2K
30.9K $2.77M
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
102
+ 2.07%
$7.69K - $9.2K
5.04K $453K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
94
New
$7.09K - $8.48K
94 $8.45K
Apr 22, 2024 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
70
New
$5.28K - $6.32K
70 $6.29K
Aug 11, 2023 Q2 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
70
New
$5.28K - $6.32K
70 $6.29K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
57
+ 1.38%
$4.3K - $5.14K
4.19K $376K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
56
+ 112.0%
$4.22K - $5.05K
106 $9.53K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
53
New
$4K - $4.78K
53 $4.76K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
52
+ 1.56%
$3.92K - $4.69K
3.39K $305K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
49
+ 0.03%
$3.69K - $4.42K
175K $15.7M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
41
+ 1.35%
$3.09K - $3.7K
3.08K $277K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
40
+ 0.86%
$3.02K - $3.61K
4.7K $422K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
38
New
$2.86K - $3.43K
38 $3.42K
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
35
+ 0.32%
$2.64K - $3.16K
11.1K $1M
Aug 08, 2023 Q2 2023
3 D/L Capital Management, LLC

BUY
 -
35
+ 1.12%
$2.64K - $3.16K
3.17K $285K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
34
+ 0.42%
$2.56K - $3.07K
8.17K $734K
Aug 02, 2023 Q2 2023
Values First Advisors, Inc.

BUY
 -
30
+ 1.64%
$2.26K - $2.71K
1.86K $167K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
22
New
$1.66K - $1.99K
22 $1.98K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
15
New
$1.13K - $1.35K
15 $1.35K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
15
+ 0.08%
$1.13K - $1.35K
18.1K $1.62M
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
14
New
$1.06K - $1.26K
14 $1.26K
Jul 12, 2023 Q2 2023
Herbst Group, LLC

Westport, CT
BUY
 -
11
+ 0.26%
$829 - $993
4.26K $383K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
9
New
$678 - $812
9 $809
Nov 04, 2024 Q2 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
8
+ 10.67%
$603 - $722
83 $7.46K

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