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 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-351- 0.22% |
$26.5K - $31.7K
|
161K
$15.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-357- 0.3% |
$26.9K - $32.2K
|
119K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-366- 7.98% |
$27.6K - $33K
|
4.22K
$399K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-370- 43.02% |
$27.9K - $33.4K
|
490
$46.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-371- 3.29% |
$28K - $33.5K
|
10.9K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-414- 50.86% |
$31.2K - $37.4K
|
400
$37.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-424- 2.71% |
$32K - $38.3K
|
15.2K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-430- 12.22% |
$32.4K - $38.8K
|
3.09K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-438- 14.46% |
$33K - $39.5K
|
2.59K
$245K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-440- 12.6% |
$33.2K - $39.7K
|
3.05K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-463- 87.36% |
$34.9K - $41.8K
|
67
$6.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-475- 11.26% |
$35.8K - $42.9K
|
3.74K
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-493- 10.25% |
$37.2K - $44.5K
|
4.32K
$408K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-500- 12.76% |
$37.7K - $45.1K
|
3.42K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-500- 6.17% |
$37.7K - $45.1K
|
7.61K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-510- 12.27% |
$38.4K - $46K
|
3.65K
$345K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-517- 0.4% |
$39K - $46.6K
|
130K
$12.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-530- 13.68% |
$40K - $47.8K
|
3.34K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-530- 1.33% |
$40K - $47.8K
|
39.2K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-549- 5.21% |
$41.4K - $49.5K
|
9.99K
$945K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-586- 17.14% |
$44.2K - $52.9K
|
2.83K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 3.42% |
$45.2K - $54.1K
|
16.9K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-601- 4.24% |
$45.3K - $54.2K
|
13.6K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 8.89% |
$46.6K - $55.8K
|
6.33K
$599K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-650- 2.67% |
$49K - $58.6K
|
23.7K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-669- 12.72% |
$50.4K - $60.4K
|
4.59K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-679- 17.86% |
$51.2K - $61.3K
|
3.12K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-680- 4.93% |
$51.3K - $61.4K
|
13.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-718- 18.98% |
$54.1K - $64.8K
|
3.07K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-732- 10.77% |
$55.2K - $66K
|
6.07K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-743- 20.07% |
$56K - $67K
|
2.96K
$280K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-753- 2.99% |
$56.8K - $67.9K
|
24.4K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-806- 10.38% |
$60.8K - $72.7K
|
6.96K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-809- 17.01% |
$61K - $73K
|
3.95K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-835- 22.66% |
$62.9K - $75.3K
|
2.85K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-838- 23.35% |
$63.2K - $75.6K
|
2.75K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-846- 6.82% |
$63.8K - $76.3K
|
11.6K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-850- 6.57% |
$64.1K - $76.7K
|
12.1K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-852- 25.86% |
$64.2K - $76.9K
|
2.44K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-858- 1.59% |
$64.7K - $77.4K
|
52.9K
$5.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-870- 4.53% |
$65.6K - $78.5K
|
18.3K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-871- 3.37% |
$65.7K - $78.6K
|
25K
$2.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-900- 0.47% |
$67.8K - $81.2K
|
189K
$17.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 33.33% |
$67.8K - $81.2K
|
1.8K
$170K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-941- 10.91% |
$70.9K - $84.9K
|
7.69K
$727K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-949- 54.2% |
$71.5K - $85.6K
|
802
$75.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-951- 11.21% |
$71.7K - $85.8K
|
7.53K
$712K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-955- 4.3% |
$72K - $86.2K
|
21.3K
$2.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-964- 11.45% |
$72.7K - $87K
|
7.46K
$705K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-989- 1.05% |
$74.6K - $89.2K
|
93.5K
$8.85M
|