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 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.92% |
$1.64K - $1.88K
|
2.16K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25- 2.2% |
$2.06K - $2.35K
|
1.11K
$86.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-25- 0.26% |
$2.06K - $2.35K
|
9.55K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.17% |
$2.14K - $2.45K
|
15.7K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-26- 1.17% |
$2.14K - $2.45K
|
2.19K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-27- 1.03% |
$2.22K - $2.54K
|
2.6K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-33- 0.29% |
$2.71K - $3.11K
|
11.3K
$877K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-35- 0.54% |
$2.88K - $3.29K
|
6.43K
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-35- 0.75% |
$2.88K - $3.29K
|
4.63K
$360K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 27.69% |
$2.96K - $3.39K
|
94
$7.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-39- 1.39% |
$3.21K - $3.67K
|
2.76K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-40- 0.76% |
$3.29K - $3.76K
|
5.2K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-50- 0.63% |
$4.11K - $4.71K
|
7.83K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.9% |
$4.11K - $4.71K
|
1.68K
$130K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-53- 2.43% |
$4.36K - $4.99K
|
2.13K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-55- 1.09% |
$4.52K - $5.18K
|
4.97K
$386K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-56- 0.1% |
$4.6K - $5.27K
|
54.7K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-57- 1.06% |
$4.69K - $5.36K
|
5.33K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.09% |
$5.1K - $5.84K
|
67K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.22% |
$5.18K - $5.93K
|
2.78K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-64- 8.37% |
$5.26K - $6.02K
|
701
$54.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-71- 1.84% |
$5.84K - $6.68K
|
3.79K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-73- 0.36% |
$6K - $6.87K
|
20.2K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-75- 1.5% |
$6.17K - $7.06K
|
4.92K
$382K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-76- 0.58% |
$6.25K - $7.15K
|
13K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-78- 0.54% |
$6.41K - $7.34K
|
14.4K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-80- 1.27% |
$6.58K - $7.53K
|
6.23K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-80- 3.07% |
$6.58K - $7.53K
|
2.53K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-89- 3.43% |
$7.32K - $8.38K
|
2.5K
$194K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-100- 1.12% |
$8.22K - $9.41K
|
8.85K
$687K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-100- 3.42% |
$8.22K - $9.41K
|
2.83K
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.67% |
$8.22K - $9.41K
|
500
$38.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-100- 1.8% |
$8.22K - $9.41K
|
5.47K
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-116- 2.48% |
$9.54K - $10.9K
|
4.57K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-121- 2.33% |
$9.95K - $11.4K
|
5.08K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-131- 4.89% |
$10.8K - $12.3K
|
2.55K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-134- 99.26% |
$11K - $12.6K
|
1
$77.6
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-135- 19.57% |
$11.1K - $12.7K
|
555
$43.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-137- 0.39% |
$11.3K - $12.9K
|
34.7K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-143- 3.52% |
$11.8K - $13.5K
|
3.92K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-150- 26.32% |
$12.3K - $14.1K
|
420
$32.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-150- 2.0% |
$12.3K - $14.1K
|
7.35K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-157- 0.3% |
$12.9K - $14.8K
|
51.9K
$4.03M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-158- 2.6% |
$13K - $14.9K
|
5.93K
$460K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-160- 1.04% |
$13.2K - $15.1K
|
15.2K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-160- 0.25% |
$13.2K - $15.1K
|
64.9K
$5.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-166- 0.4% |
$13.6K - $15.6K
|
41K
$3.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-174- 6.65% |
$14.3K - $16.4K
|
2.44K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-178- 70.08% |
$14.6K - $16.8K
|
76
$5.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-181- 4.48% |
$14.9K - $17K
|
3.86K
$300K
|