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
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.54KClosed |
$183K - $214K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.55KClosed |
$184K - $215K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.56KClosed |
$185K - $216K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.57KClosed |
$186K - $217K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.59KClosed |
$188K - $220K
|
0
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 22.94% |
$189K - $220K
|
5.35K
$481K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.65KClosed |
$196K - $229K
|
0
$0
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.65KClosed |
$196K - $229K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.8KClosed |
$214K - $249K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.87KClosed |
$222K - $259K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.88K- 15.48% |
$223K - $260K
|
10.2K
$921K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.03K- 6.62% |
$241K - $281K
|
28.6K
$2.57M
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$243K - $283K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.06KClosed |
$244K - $285K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.06K- 3.23% |
$245K - $285K
|
61.7K
$5.55M
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.07KClosed |
$245K - $286K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 16.46% |
$254K - $296K
|
10.9K
$976K
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.18K- 14.86% |
$258K - $301K
|
12.5K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-2.18KClosed |
$258K - $301K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.38K- 20.88% |
$282K - $329K
|
9.01K
$810K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.39KClosed |
$284K - $331K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.42KClosed |
$287K - $335K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.43KClosed |
$288K - $336K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.46KClosed |
$292K - $341K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.49KClosed |
$295K - $344K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.5K- 19.06% |
$297K - $346K
|
10.6K
$954K
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.56KClosed |
$304K - $355K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.76KClosed |
$327K - $382K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.82K- 9.46% |
$335K - $391K
|
27K
$2.43M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.87K- 81.86% |
$341K - $398K
|
636
$57.2K
|
|
Oct 15, 2021
Q3 2021
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-2.91K- 4.03% |
$345K - $403K
|
69.4K
$6.23M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-2.92K- 19.14% |
$347K - $404K
|
12.3K
$1.11M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.92K- 63.29% |
$347K - $405K
|
1.7K
$152K
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.94K- 2.43% |
$349K - $408K
|
118K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.3KClosed |
$391K - $456K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.33K- 2.88% |
$395K - $461K
|
112K
$10.1M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.45KClosed |
$409K - $478K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.49KClosed |
$414K - $484K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.6K- 16.56% |
$427K - $499K
|
18.1K
$1.63M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.67K- 3.78% |
$436K - $509K
|
93.6K
$8.41M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.72K- 37.5% |
$441K - $514K
|
6.19K
$557K
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.75KClosed |
$444K - $519K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.78K- 34.67% |
$449K - $524K
|
7.13K
$640K
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.83KClosed |
$455K - $530K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4KClosed |
$475K - $554K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-4.03K- 63.19% |
$479K - $559K
|
2.35K
$211K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.18K- 45.93% |
$496K - $578K
|
4.92K
$442K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.18K- 10.68% |
$496K - $579K
|
35K
$3.14M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.25K- 63.72% |
$504K - $589K
|
2.42K
$218K
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.43KClosed |
$526K - $614K
|
0
$0
|