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 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
518+ 21.47% |
$38.9K - $49.2K
|
2.93K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
515New |
$38.7K - $48.9K
|
515
$47.3K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 13.7% |
$37.5K - $47.5K
|
4.15K
$381K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
492+ 18.06% |
$36.9K - $46.7K
|
3.22K
$295K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
477+ 0.95% |
$35.8K - $45.3K
|
50.5K
$4.64M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
476+ 7.33% |
$35.7K - $45.2K
|
6.97K
$640K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
435+ 9.33% |
$32.7K - $41.3K
|
5.1K
$468K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
402+ 2.32% |
$30.2K - $38.1K
|
17.8K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
340+ 7.83% |
$25.5K - $32.3K
|
4.68K
$430K
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
339+ 2.66% |
$25.4K - $32.2K
|
13.1K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
335+ 5.58% |
$25.1K - $31.8K
|
6.34K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
333+ 8.89% |
$25K - $31.6K
|
4.08K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
321+ 10.83% |
$24.1K - $30.5K
|
3.29K
$302K
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
315+ 1.15% |
$23.6K - $29.9K
|
27.8K
$2.55M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
290+ 8.66% |
$21.8K - $27.5K
|
3.64K
$334K
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
278+ 2.67% |
$20.9K - $26.4K
|
10.7K
$983K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
276+ 7.39% |
$20.7K - $26.2K
|
4.01K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
262+ 2.62% |
$19.7K - $24.9K
|
10.3K
$942K
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
261+ 3.79% |
$19.6K - $24.8K
|
7.14K
$656K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
253+ 2.89% |
$19K - $24K
|
9K
$827K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
251+ 56.4% |
$18.8K - $23.8K
|
696
$63.9K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
248+ 8.71% |
$18.6K - $23.5K
|
3.1K
$284K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
230New |
$17.3K - $21.8K
|
230
$21.1K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
221+ 1.19% |
$16.6K - $21K
|
18.7K
$1.72M
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
210+ 2.44% |
$15.8K - $19.9K
|
8.81K
$809K
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
202+ 2.1% |
$15.2K - $19.2K
|
9.8K
$900K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
200+ 2.43% |
$15K - $19K
|
8.42K
$773K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
196+ 6.52% |
$14.7K - $18.6K
|
3.2K
$294K
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
176+ 1.75% |
$13.2K - $16.7K
|
10.3K
$942K
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
175+ 0.66% |
$13.1K - $16.6K
|
26.6K
$2.44M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
173+ 0.43% |
$13K - $16.4K
|
40K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
165+ 1.36% |
$12.4K - $15.7K
|
12.3K
$1.13M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
156New |
$11.7K - $14.8K
|
156
$14.3K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
145+ 34.52% |
$10.9K - $13.8K
|
565
$51.9K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
135+ 3.88% |
$10.1K - $12.8K
|
3.62K
$332K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
130+ 2.05% |
$9.76K - $12.3K
|
6.47K
$594K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
126+ 19.87% |
$9.46K - $12K
|
760
$69.8K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
122+ 0.66% |
$9.16K - $11.6K
|
18.6K
$1.71M
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
115+ 0.35% |
$8.63K - $10.9K
|
33.3K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
115New |
$8.63K - $10.9K
|
115
$10.6K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
114+ 1.84% |
$8.56K - $10.8K
|
6.3K
$579K
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
106+ 0.73% |
$7.96K - $10.1K
|
14.7K
$1.35M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
105+ 3.17% |
$7.88K - $9.96K
|
3.42K
$314K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$7.51K - $9.49K
|
100
$9.18K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100+ 1111.11% |
$7.51K - $9.49K
|
109
$10K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
100+ 1.97% |
$7.51K - $9.49K
|
5.18K
$476K
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
100New |
$7.51K - $9.49K
|
100
$9.18K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
97New |
$7.28K - $9.21K
|
97
$8.91K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
87+ 2.21% |
$6.53K - $8.26K
|
4.03K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
85+ 15.95% |
$6.38K - $8.07K
|
618
$56.8K
|