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 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.08% |
$1.08K - $1.29K
|
18.1K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.22K - $1.46K
|
44K
$4.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-18- 3.86% |
$1.29K - $1.54K
|
448
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-20- 1.01% |
$1.44K - $1.72K
|
1.95K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 3.03% |
$1.8K - $2.14K
|
800
$75.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.31% |
$1.8K - $2.14K
|
8.11K
$767K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-28- 1.01% |
$2.01K - $2.4K
|
2.75K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-28- 0.18% |
$2.01K - $2.4K
|
15.7K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30- 0.62% |
$2.16K - $2.57K
|
4.8K
$454K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-30- 1.62% |
$2.16K - $2.57K
|
1.83K
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 5.93% |
$2.3K - $2.74K
|
508
$48.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-37- 0.24% |
$2.66K - $3.17K
|
15.3K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-39- 0.04% |
$2.8K - $3.34K
|
101K
$9.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-40- 1.26% |
$2.88K - $3.43K
|
3.15K
$298K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-45- 0.03% |
$3.23K - $3.86K
|
139K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 20.0% |
$3.59K - $4.29K
|
200
$18.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-53- 0.2% |
$3.81K - $4.55K
|
26.9K
$2.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-55- 0.49% |
$3.95K - $4.72K
|
11.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-62- 2.02% |
$4.46K - $5.32K
|
3.01K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-64- 77.11% |
$4.6K - $5.49K
|
19
$1.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-75- 42.86% |
$5.39K - $6.43K
|
100
$9.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-77- 0.77% |
$5.53K - $6.6K
|
9.91K
$937K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-81- 1.63% |
$5.82K - $6.95K
|
4.88K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-81- 1.34% |
$5.82K - $6.95K
|
5.99K
$566K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 6.97% |
$6.11K - $7.29K
|
1.14K
$107K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-91- 0.71% |
$6.54K - $7.8K
|
12.7K
$1.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 7.78% |
$7.19K - $8.58K
|
1.19K
$112K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-100- 1.91% |
$7.19K - $8.58K
|
5.13K
$485K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-100- 0.93% |
$7.19K - $8.58K
|
10.6K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-103- 0.98% |
$7.4K - $8.83K
|
10.4K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-105- 1.15% |
$7.55K - $9K
|
9.03K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 7.12% |
$9.13K - $10.9K
|
1.66K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-131- 83.97% |
$9.42K - $11.2K
|
25
$2.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-148- 3.76% |
$10.6K - $12.7K
|
3.79K
$358K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 2.04% |
$10.8K - $12.9K
|
7.22K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-155- 1.18% |
$11.1K - $13.3K
|
13K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-158- 2.66% |
$11.4K - $13.6K
|
5.78K
$547K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-161- 9.3% |
$11.6K - $13.8K
|
1.57K
$149K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-163- 0.19% |
$11.7K - $14K
|
86.4K
$8.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-174- 5.7% |
$12.5K - $14.9K
|
2.88K
$272K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175- 1.61% |
$12.6K - $15K
|
10.7K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-185- 0.47% |
$13.3K - $15.9K
|
39.2K
$3.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-185- 2.94% |
$13.3K - $15.9K
|
6.1K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-190- 1.48% |
$13.7K - $16.3K
|
12.7K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-195- 6.22% |
$14K - $16.7K
|
2.94K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-199- 5.32% |
$14.3K - $17.1K
|
3.55K
$335K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 28.57% |
$14.4K - $17.2K
|
500
$47.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-200- 0.59% |
$14.4K - $17.2K
|
33.5K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-201- 19.31% |
$14.4K - $17.2K
|
840
$79.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-204- 1.98% |
$14.7K - $17.5K
|
10.1K
$956K
|