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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
81New |
$6.66K - $7.62K
|
81
$6.29K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
80+ 3.37% |
$6.58K - $7.53K
|
2.45K
$191K
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
75+ 0.78% |
$6.17K - $7.06K
|
9.68K
$752K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
72+ 1.09% |
$5.92K - $6.78K
|
6.67K
$518K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
68+ 0.56% |
$5.59K - $6.4K
|
12.2K
$947K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 43.24% |
$5.26K - $6.02K
|
212
$16.5K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
60+ 2.49% |
$4.93K - $5.65K
|
2.47K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
51+ 1.48% |
$4.19K - $4.8K
|
3.5K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
50+ 10.96% |
$4.11K - $4.71K
|
506
$39.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
45New |
$3.7K - $4.24K
|
45
$3.49K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 4.3% |
$3.54K - $4.05K
|
1.04K
$81K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38New |
$3.12K - $3.58K
|
38
$2.95K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 366.67% |
$2.71K - $3.11K
|
42
$3.26K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
32New |
$2.63K - $3.01K
|
32
$2.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
30New |
$2.47K - $2.82K
|
30
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
27+ 0.11% |
$2.22K - $2.54K
|
24.1K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$2.06K - $2.35K
|
25
$1.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 5.97% |
$2.06K - $2.35K
|
444
$34.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24+ 1.04% |
$1.97K - $2.26K
|
2.34K
$181K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.33% |
$1.81K - $2.07K
|
1.68K
$130K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 4.46% |
$1.81K - $2.07K
|
515
$40K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
22+ 0.86% |
$1.81K - $2.07K
|
2.59K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.88% |
$1.73K - $1.98K
|
2.4K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
21New |
$1.73K - $1.98K
|
21
$1.63K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.73K - $1.98K
|
21
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$1.64K - $1.88K
|
20
$1.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
20+ 0.79% |
$1.64K - $1.88K
|
2.56K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.23% |
$987 - $1.13K
|
5.14K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
11New |
$904 - $1.04K
|
11
$854
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.12% |
$658 - $753
|
6.55K
$509K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$411 - $471
|
4.01K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.13% |
$329 - $376
|
3.01K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.02% |
$329 - $376
|
19.5K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.32% |
$329 - $376
|
1.24K
$96K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3+ 0.13% |
$247 - $282
|
2.34K
$182K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$247 - $282
|
2.22K
$173K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$247 - $282
|
3K
$233K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$164 - $188
|
2.8K
$217K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$82.2 - $94.1
|
1.72K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$82.2 - $94.1
|
4.36K
$339K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.19% |
$82.2 - $94.1
|
535
$41.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$82.2 - $94.1
|
3.59K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.04% |
$82.2 - $94.1
|
2.48K
$192K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$82.2 - $94.1
|
4.24K
$329K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3- 1.23% |
$247 - $282
|
240
$18.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-6- 0.2% |
$493 - $565
|
2.98K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-7- 53.85% |
$576 - $659
|
6
$466
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15- 2.2% |
$1.23K - $1.41K
|
666
$51.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-16- 0.21% |
$1.32K - $1.51K
|
7.72K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-20Closed |
$1.64K - $1.88K
|
0
$0
|