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 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.07K+ 10.29% |
$88.2K - $101K
|
11.5K
$893K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 48.13% |
$86.8K - $99.4K
|
3.25K
$252K
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.06K+ 6.89% |
$86.8K - $99.4K
|
16.4K
$1.27M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 15.09% |
$83.5K - $95.6K
|
7.75K
$602K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
930+ 1.83% |
$76.5K - $87.5K
|
51.8K
$4.02M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
925+ 797.41% |
$76.1K - $87.1K
|
1.04K
$80.8K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
917+ 33.84% |
$75.4K - $86.3K
|
3.63K
$282K
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
879+ 0.7% |
$72.3K - $82.7K
|
126K
$9.8M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
878+ 5.23% |
$72.2K - $82.6K
|
17.7K
$1.37M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
866+ 11.51% |
$71.2K - $81.5K
|
8.39K
$651K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
858+ 15.4% |
$70.5K - $80.8K
|
6.43K
$499K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
848New |
$69.7K - $79.8K
|
848
$65.8K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
845+ 3.87% |
$69.5K - $79.5K
|
22.7K
$1.76M
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
839+ 2.85% |
$69K - $79K
|
30.3K
$2.35M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
838+ 9.28% |
$68.9K - $78.9K
|
9.87K
$766K
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
836+ 2.0% |
$68.7K - $78.7K
|
42.6K
$3.31M
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
830+ 1.14% |
$68.2K - $78.1K
|
73.4K
$5.7M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
827+ 1722.92% |
$68K - $77.8K
|
875
$67.9K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
825+ 26.22% |
$67.8K - $77.6K
|
3.97K
$308K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
772+ 61.61% |
$63.5K - $72.7K
|
2.03K
$157K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
770+ 3.05% |
$63.3K - $72.5K
|
26K
$2.02M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
749+ 29.21% |
$61.6K - $70.5K
|
3.31K
$257K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
725+ 4.16% |
$59.6K - $68.2K
|
18.1K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
725+ 852.94% |
$59.6K - $68.2K
|
810
$62.9K
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
708+ 0.37% |
$58.2K - $66.6K
|
193K
$15M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
702+ 27.24% |
$57.7K - $66.1K
|
3.28K
$255K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
691+ 3.67% |
$56.8K - $65K
|
19.5K
$1.52M
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
687+ 4.2% |
$56.5K - $64.7K
|
17K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
685+ 18.44% |
$56.3K - $64.5K
|
4.4K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
663+ 3.93% |
$54.5K - $62.4K
|
17.5K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
648+ 7.06% |
$53.3K - $61K
|
9.83K
$763K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
640+ 2.09% |
$52.6K - $60.2K
|
31.2K
$2.42M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
628+ 13.56% |
$51.6K - $59.1K
|
5.26K
$408K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
625New |
$51.4K - $58.8K
|
625
$48.5K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
550+ 65.48% |
$45.2K - $51.8K
|
1.39K
$108K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
542+ 33.29% |
$44.6K - $51K
|
2.17K
$168K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
540+ 5.34% |
$44.4K - $50.8K
|
10.7K
$827K
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
525+ 0.32% |
$43.2K - $49.4K
|
163K
$12.7M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
500+ 3.52% |
$41.1K - $47.1K
|
14.7K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
500+ 4.02% |
$41.1K - $47.1K
|
12.9K
$1.01M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
460+ 8.4% |
$37.8K - $43.3K
|
5.94K
$461K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
450+ 10.71% |
$37K - $42.4K
|
4.65K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 2.05% |
$36.2K - $41.4K
|
21.9K
$1.7M
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
439+ 5.29% |
$36.1K - $41.3K
|
8.74K
$678K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
431New |
$35.4K - $40.6K
|
431
$33.5K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
429+ 1.35% |
$35.3K - $40.4K
|
32.3K
$2.51M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
419+ 3.44% |
$34.5K - $39.4K
|
12.6K
$978K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 8.17% |
$33.8K - $38.7K
|
5.44K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
392+ 4.51% |
$32.2K - $36.9K
|
9.08K
$705K
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
381+ 9.07% |
$31.3K - $35.9K
|
4.58K
$356K
|