Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
4.06KNew |
$305K - $385K
|
4.06K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.06K+ 15.43% |
$304K - $385K
|
30.3K
$2.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4K+ 24.0% |
$300K - $379K
|
20.7K
$1.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.99K+ 1162.39% |
$299K - $378K
|
4.33K
$398K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.94KNew |
$296K - $374K
|
3.94K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 0.82% |
$290K - $366K
|
476K
$43.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84KNew |
$288K - $364K
|
3.84K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.75KNew |
$281K - $356K
|
3.75K
$344K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.75K+ 52.78% |
$281K - $356K
|
10.8K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.73KNew |
$280K - $354K
|
3.73K
$343K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.66KNew |
$275K - $348K
|
3.66K
$336K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.54K+ 4.48% |
$266K - $336K
|
82.5K
$7.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
3.51KNew |
$263K - $333K
|
3.51K
$322K
|
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.5KNew |
$263K - $332K
|
3.5K
$321K
|
|
|
Nov 15, 2022
Q3 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.4KNew |
$255K - $323K
|
3.4K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.4K+ 5.6% |
$255K - $323K
|
64.1K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.35KNew |
$252K - $318K
|
3.35K
$308K
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.35KNew |
$251K - $318K
|
3.35K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.32K+ 61.06% |
$249K - $315K
|
8.75K
$803K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 19.41% |
$247K - $313K
|
20.3K
$1.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.27KNew |
$245K - $310K
|
3.27K
$300K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
3.21K+ 2.63% |
$241K - $305K
|
125K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.11K+ 11.22% |
$233K - $295K
|
30.8K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.08KNew |
$231K - $292K
|
3.08K
$282K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.05KNew |
$229K - $289K
|
3.05K
$280K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.01KNew |
$226K - $285K
|
3.01K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.99KNew |
$224K - $284K
|
2.99K
$275K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.96KNew |
$222K - $281K
|
2.96K
$272K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.76KNew |
$207K - $262K
|
2.76K
$253K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.7KNew |
$203K - $256K
|
2.7K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.67KNew |
$201K - $254K
|
2.67K
$245K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.65KNew |
$199K - $251K
|
2.65K
$243K
|
|
|
Nov 15, 2022
Q3 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
2.6K+ 3.01% |
$195K - $247K
|
89K
$8.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$193K - $245K
|
2.58K
$237K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
2.58KNew |
$193K - $245K
|
2.58K
$237K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.57KNew |
$193K - $244K
|
2.57K
$236K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$192K - $243K
|
2.56K
$235K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.48K+ 7.51% |
$186K - $236K
|
35.6K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
2.45K+ 10.37% |
$184K - $232K
|
26K
$2.39M
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.36KNew |
$177K - $224K
|
2.36K
$217K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.31K+ 76.67% |
$174K - $220K
|
5.33K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.31K+ 76.67% |
$174K - $220K
|
5.33K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 70.4% |
$171K - $216K
|
5.5K
$505K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.19K+ 24.05% |
$164K - $208K
|
11.3K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.03K+ 1.24% |
$152K - $193K
|
166K
$15.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.9K+ 47.34% |
$143K - $181K
|
5.92K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.83K+ 23.95% |
$137K - $173K
|
9.46K
$868K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 17.2% |
$132K - $167K
|
12K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.71K+ 27.76% |
$129K - $163K
|
7.89K
$724K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.65K+ 56.7% |
$124K - $157K
|
4.56K
$419K
|