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 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
300+ 1.65% |
$24.7K - $28.2K
|
18.5K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
297+ 0.54% |
$24.4K - $28K
|
55.1K
$4.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
296+ 3.34% |
$24.3K - $27.9K
|
9.15K
$823K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
295+ 0.45% |
$24.3K - $27.8K
|
65.9K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
295+ 1.16% |
$24.3K - $27.8K
|
25.7K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
285+ 1.24% |
$23.4K - $26.8K
|
23.3K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
285+ 12.6% |
$23.4K - $26.8K
|
2.55K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
279+ 0.77% |
$22.9K - $26.3K
|
36.3K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
274+ 1.09% |
$22.5K - $25.8K
|
25.4K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
273+ 6.85% |
$22.4K - $25.7K
|
4.26K
$383K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
259New |
$21.3K - $24.4K
|
259
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
255+ 1.07% |
$21K - $24K
|
24K
$2.16M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
252+ 0.77% |
$20.7K - $23.7K
|
32.8K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
250+ 8.2% |
$20.6K - $23.5K
|
3.3K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
232+ 2.35% |
$19.1K - $21.8K
|
10.1K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
231+ 3.62% |
$19K - $21.7K
|
6.62K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
231+ 4.61% |
$19K - $21.7K
|
5.24K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
225+ 9.98% |
$18.5K - $21.2K
|
2.48K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
220+ 3.89% |
$18.1K - $20.7K
|
5.87K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
216+ 4.13% |
$17.8K - $20.3K
|
5.45K
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
193+ 0.73% |
$15.9K - $18.2K
|
26.6K
$2.39M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
190+ 68.1% |
$15.6K - $17.9K
|
469
$42.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
178+ 35.89% |
$14.6K - $16.8K
|
674
$60.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
174+ 0.55% |
$14.3K - $16.4K
|
31.9K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
168+ 4.81% |
$13.8K - $15.8K
|
3.66K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
162+ 2.39% |
$13.3K - $15.2K
|
6.94K
$624K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
155New |
$12.7K - $14.6K
|
155
$13.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
153+ 2.49% |
$12.6K - $14.4K
|
6.29K
$565K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
150+ 85.23% |
$12.3K - $14.1K
|
326
$29.3K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
143+ 3.62% |
$11.8K - $13.5K
|
4.1K
$368K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
139+ 1.64% |
$11.4K - $13.1K
|
8.59K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
138+ 30.33% |
$11.3K - $13K
|
593
$53.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 5.89% |
$11.1K - $12.7K
|
2.43K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
132+ 4.17% |
$10.9K - $12.4K
|
3.3K
$297K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
120+ 114.29% |
$9.87K - $11.3K
|
225
$20.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
113New |
$9.29K - $10.6K
|
113
$10.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
113+ 1.01% |
$9.29K - $10.6K
|
11.3K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
110+ 0.92% |
$9.04K - $10.4K
|
12K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100New |
$8.22K - $9.41K
|
100
$8.99K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$8.22K - $9.41K
|
100
$8.99K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 18.1% |
$7.81K - $8.94K
|
620
$55.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
92+ 2.4% |
$7.56K - $8.66K
|
3.93K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
91+ 0.35% |
$7.48K - $8.56K
|
26.4K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
90+ 1.04% |
$7.4K - $8.47K
|
8.72K
$784K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
85+ 2.08% |
$6.99K - $8K
|
4.16K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
83New |
$6.82K - $7.81K
|
83
$7.46K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
81New |
$6.66K - $7.62K
|
81
$7.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
80+ 3.37% |
$6.58K - $7.53K
|
2.45K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
75+ 0.78% |
$6.17K - $7.06K
|
9.68K
$870K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
72+ 1.09% |
$5.92K - $6.78K
|
6.67K
$600K
|