Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.7K+ 7.59% |
$222K - $254K
|
38.2K
$3.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.67K+ 30.68% |
$220K - $251K
|
11.4K
$1.02M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.65KNew |
$218K - $249K
|
2.65K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.61KNew |
$214K - $245K
|
2.61K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.6KNew |
$213K - $244K
|
2.6K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$211K - $241K
|
2.56K
$230K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.56KNew |
$210K - $241K
|
2.56K
$230K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.52KNew |
$207K - $237K
|
2.52K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.45KNew |
$202K - $231K
|
2.45K
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.44KNew |
$201K - $230K
|
2.44K
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.43K+ 11.52% |
$200K - $228K
|
23.5K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.42K+ 40.92% |
$199K - $228K
|
8.33K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.4KNew |
$197K - $226K
|
2.4K
$216K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.4KNew |
$197K - $226K
|
2.4K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.35K+ 30.73% |
$193K - $221K
|
9.98K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.32KNew |
$191K - $218K
|
2.32K
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.3KNew |
$189K - $217K
|
2.3K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.24KNew |
$184K - $211K
|
2.24K
$201K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.21KNew |
$182K - $208K
|
2.21K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.2KNew |
$181K - $207K
|
2.2K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.13KNew |
$175K - $200K
|
2.13K
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.1K+ 9.22% |
$172K - $197K
|
24.8K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2K+ 200.0% |
$164K - $188K
|
3K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$164K - $188K
|
2K
$180K
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
1.8K+ 3.94% |
$148K - $169K
|
47.5K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.77K+ 9.73% |
$145K - $166K
|
19.9K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.76K+ 20.5% |
$145K - $166K
|
10.3K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 4.23% |
$143K - $164K
|
42.9K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.74K+ 3.14% |
$143K - $164K
|
57.1K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.6K+ 6.43% |
$132K - $151K
|
26.5K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.56K+ 8.74% |
$128K - $147K
|
19.4K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56K+ 18.62% |
$128K - $146K
|
9.9K
$890K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 78.87% |
$126K - $145K
|
3.49K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.51K+ 11.34% |
$124K - $142K
|
14.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.5K+ 7.85% |
$124K - $142K
|
20.7K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$123K - $141K
|
1.49K
$134K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.46KNew |
$120K - $138K
|
1.46K
$131K
|
|
|
Aug 01, 2024
Q2 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$115K - $132K
|
1.4K
$126K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.39K+ 48.03% |
$114K - $131K
|
4.28K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.31K+ 13.31% |
$108K - $124K
|
11.2K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.29K+ 32.61% |
$106K - $122K
|
5.25K
$472K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.28K+ 8.94% |
$105K - $120K
|
15.5K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.15K+ 27.71% |
$94.6K - $108K
|
5.3K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.14K+ 11.12% |
$93.6K - $107K
|
11.4K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.12K+ 50.72% |
$92.3K - $106K
|
3.34K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.1K+ 46.57% |
$90.4K - $104K
|
3.46K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.1K+ 6.23% |
$90.4K - $103K
|
18.7K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.07K+ 10.29% |
$88.2K - $101K
|
11.5K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.06K+ 6.89% |
$86.8K - $99.4K
|
16.4K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 48.13% |
$86.8K - $99.4K
|
3.25K
$292K
|