Purchases and Sales Made in Q2 2025 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 2025. 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 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
12.8K+ 20.63% |
$892K - $1.09M
|
74.7K
$6.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.07K+ 172.69% |
$493K - $603K
|
11.2K
$945K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 574.48% |
$421K - $514K
|
7.08K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.06K+ 23.89% |
$144K - $175K
|
10.7K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9K+ 18.62% |
$132K - $162K
|
12.1K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
503+ 0.92% |
$35.1K - $42.9K
|
55.2K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
323+ 8.0% |
$22.5K - $27.5K
|
4.36K
$369K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
241+ 5.1% |
$16.8K - $20.6K
|
4.97K
$421K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
200+ 952.38% |
$14K - $17.1K
|
221
$18.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
183+ 3.41% |
$12.8K - $15.6K
|
5.55K
$470K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
140+ 3.9% |
$9.77K - $11.9K
|
3.73K
$316K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
115+ 50.66% |
$8.03K - $9.81K
|
342
$29K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 36.99% |
$1.88K - $2.3K
|
100
$8.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-60- 1.94% |
$4.19K - $5.12K
|
3.04K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 36.36% |
$5.58K - $6.82K
|
140
$11.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-320- 8.06% |
$22.3K - $27.3K
|
3.65K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-425- 9.24% |
$29.7K - $36.2K
|
4.18K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-450- 9.32% |
$31.4K - $38.4K
|
4.38K
$371K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-560- 48.28% |
$39.1K - $47.8K
|
600
$50.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-651- 0.41% |
$45.4K - $55.5K
|
156K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-695- 57.92% |
$48.5K - $59.3K
|
505
$42.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-900- 50.0% |
$62.8K - $76.8K
|
900
$76.2K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 2.88% |
$95.3K - $116K
|
46.1K
$3.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.3K- 8.38% |
$160K - $196K
|
25.1K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 14.0% |
$1.15M - $1.4M
|
101K
$8.55M
|