Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 22.31% |
$91.3K - $109K
|
6.96K
$659K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.27K+ 7.93% |
$91K - $109K
|
17.2K
$1.63M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 5.73% |
$90.9K - $108K
|
23.4K
$2.21M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 12.36% |
$88K - $105K
|
11.1K
$1.05M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.2KNew |
$86.5K - $103K
|
1.2K
$114K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12K+ 0.84% |
$80.7K - $96.3K
|
134K
$12.7M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.07K+ 1.28% |
$76.6K - $91.3K
|
84.5K
$7.99M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 91.1% |
$73.6K - $87.8K
|
2.15K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.02K+ 17.4% |
$73.3K - $87.5K
|
6.88K
$651K
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.02K+ 12.5% |
$73.2K - $87.4K
|
9.17K
$867K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1K+ 0.55% |
$72K - $85.9K
|
182K
$17.2M
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
912+ 0.98% |
$65.6K - $78.2K
|
94K
$8.89M
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
851+ 6.27% |
$61.2K - $73K
|
14.4K
$1.37M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
844+ 6.6% |
$60.7K - $72.4K
|
13.6K
$1.29M
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
838+ 30.46% |
$60.2K - $71.9K
|
3.59K
$339K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
829+ 16.98% |
$59.6K - $71.1K
|
5.71K
$540K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
824+ 14.32% |
$59.2K - $70.7K
|
6.58K
$622K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
822+ 4.33% |
$59.1K - $70.5K
|
19.8K
$1.87M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
796+ 2.15% |
$57.2K - $68.3K
|
37.8K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
795+ 10.38% |
$57.1K - $68.2K
|
8.46K
$800K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
752New |
$54.1K - $64.5K
|
752
$71.1K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
736+ 14.6% |
$52.9K - $63.1K
|
5.78K
$546K
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
700+ 3.3% |
$50.3K - $60K
|
21.9K
$2.07M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 20.28% |
$49.5K - $59K
|
4.08K
$386K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
660+ 6.11% |
$47.4K - $56.6K
|
11.5K
$1.08M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
593+ 2.84% |
$42.6K - $50.9K
|
21.5K
$2.03M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
584+ 2.92% |
$42K - $50.1K
|
20.6K
$1.95M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
577+ 10.76% |
$41.5K - $49.5K
|
5.94K
$562K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
574+ 14.42% |
$41.3K - $49.2K
|
4.55K
$431K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
560+ 1.19% |
$40.3K - $48K
|
47.6K
$4.51M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
493New |
$35.4K - $42.3K
|
493
$46.6K
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
483+ 1.07% |
$34.7K - $41.4K
|
45.8K
$4.33M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
475+ 2.59% |
$34.1K - $40.7K
|
18.8K
$1.78M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
474+ 10.32% |
$34.1K - $40.7K
|
5.07K
$479K
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
440+ 8.88% |
$31.6K - $37.7K
|
5.4K
$510K
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
436+ 1.02% |
$31.3K - $37.4K
|
43.3K
$4.09M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
429+ 9.35% |
$30.8K - $36.8K
|
5.02K
$475K
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
349+ 0.64% |
$25.1K - $29.9K
|
54.7K
$5.17M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
345New |
$24.8K - $29.6K
|
345
$32.6K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
335+ 13.46% |
$24.1K - $28.7K
|
2.82K
$267K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
320+ 7.58% |
$23K - $27.4K
|
4.54K
$430K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
313+ 21.37% |
$22.5K - $26.8K
|
1.78K
$168K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
307+ 0.65% |
$22.1K - $26.3K
|
47.4K
$4.48M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
303+ 2.45% |
$21.8K - $26K
|
12.7K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
300New |
$21.6K - $25.7K
|
300
$28.4K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
278+ 152.75% |
$20K - $23.8K
|
460
$43.5K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
278+ 6.93% |
$20K - $23.8K
|
4.29K
$406K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
250New |
$18K - $21.4K
|
250
$23.6K
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
250+ 0.53% |
$18K - $21.4K
|
47.1K
$4.45M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
248+ 5.75% |
$17.8K - $21.3K
|
4.56K
$432K
|