Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
261New |
$31K - $36.1K
|
261
$23.5K
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 4.1% |
$29.7K - $34.6K
|
6.35K
$571K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250+ 18.87% |
$29.7K - $34.6K
|
1.58K
$142K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
245New |
$29.1K - $33.9K
|
245
$22K
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
244+ 6.04% |
$29K - $33.8K
|
4.28K
$385K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
235+ 3.8% |
$27.9K - $32.5K
|
6.43K
$578K
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
235New |
$27.9K - $32.5K
|
235
$21.1K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
224+ 7.08% |
$26.6K - $31K
|
3.39K
$304K
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
211+ 1.65% |
$25K - $29.2K
|
13K
$1.17M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
204+ 6.93% |
$24.2K - $28.3K
|
3.15K
$283K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200New |
$23.7K - $27.7K
|
200
$18K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200New |
$23.7K - $27.7K
|
200
$18K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$23.7K - $27.7K
|
200
$18K
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
192+ 1.69% |
$22.8K - $26.6K
|
11.5K
$1.04M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
187+ 1.62% |
$22.2K - $25.9K
|
11.7K
$1.06M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
186+ 2.8% |
$22.1K - $25.8K
|
6.84K
$615K
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
179+ 1.54% |
$21.2K - $24.8K
|
11.8K
$1.06M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173New |
$20.5K - $24K
|
173
$15.6K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
157+ 4.16% |
$18.6K - $21.7K
|
3.94K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 2.13% |
$18.4K - $21.5K
|
7.44K
$669K
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
150+ 300.0% |
$17.8K - $20.8K
|
200
$18K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
143+ 2.81% |
$17K - $19.8K
|
5.24K
$471K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
140+ 1.75% |
$16.6K - $19.4K
|
8.15K
$732K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
135New |
$16K - $18.7K
|
135
$12.1K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
128+ 0.21% |
$15.2K - $17.7K
|
62.4K
$5.61M
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
121+ 0.85% |
$14.4K - $16.8K
|
14.3K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117+ 89.31% |
$13.9K - $16.2K
|
248
$22.3K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
114+ 3.78% |
$13.5K - $15.8K
|
3.13K
$281K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
110+ 2.89% |
$13.1K - $15.2K
|
3.92K
$352K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
100+ 5.96% |
$11.9K - $13.8K
|
1.78K
$160K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
99New |
$11.8K - $13.7K
|
99
$8.9K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
95+ 1.87% |
$11.3K - $13.2K
|
5.17K
$465K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
94+ 2.2% |
$11.2K - $13K
|
4.37K
$393K
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 2.65% |
$10.7K - $12.5K
|
3.49K
$314K
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
79+ 4.38% |
$9.38K - $10.9K
|
1.88K
$169K
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
76+ 2.99% |
$9.02K - $10.5K
|
2.62K
$235K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
65+ 0.45% |
$7.71K - $9K
|
14.4K
$1.29M
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
62+ 6.88% |
$7.36K - $8.59K
|
963
$86.6K
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
62+ 0.2% |
$7.36K - $8.59K
|
31.4K
$2.82M
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
61New |
$7.24K - $8.45K
|
61
$5.48K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61+ 0.5% |
$7.24K - $8.45K
|
12.2K
$1.1M
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
56+ 0.16% |
$6.65K - $7.76K
|
35.4K
$3.18M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
55+ 2.09% |
$6.53K - $7.62K
|
2.69K
$242K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
55+ 2.96% |
$6.53K - $7.62K
|
1.91K
$172K
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
55+ 0.15% |
$6.53K - $7.62K
|
36.9K
$3.32M
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
52+ 3.15% |
$6.17K - $7.2K
|
1.71K
$153K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 1.03% |
$5.93K - $6.92K
|
4.9K
$441K
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 2.75% |
$5.93K - $6.92K
|
1.87K
$168K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
47+ 2.93% |
$5.58K - $6.51K
|
1.65K
$148K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
44+ 1.73% |
$5.22K - $6.09K
|
2.59K
$233K
|