Purchases and Sales Made in Q3 2024 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 2024. 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 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
157+ 2.37% |
$14.3K - $16.1K
|
6.77K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
156+ 3.97% |
$14.2K - $16K
|
4.09K
$375K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
155+ 1.17% |
$14.1K - $15.9K
|
13.5K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
152+ 1.72% |
$13.8K - $15.6K
|
9K
$827K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
151+ 24.55% |
$13.7K - $15.5K
|
766
$70.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
150+ 2.41% |
$13.6K - $15.4K
|
6.38K
$586K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
150+ 0.85% |
$13.6K - $15.4K
|
17.8K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
150+ 8.56% |
$13.6K - $15.4K
|
1.9K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
148+ 0.62% |
$13.4K - $15.2K
|
23.9K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
146+ 5.63% |
$13.3K - $15K
|
2.74K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
138+ 4.73% |
$12.5K - $14.1K
|
3.06K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
128+ 8.59% |
$11.6K - $13.1K
|
1.62K
$149K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
127+ 0.87% |
$11.5K - $13K
|
14.8K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 5.65% |
$11.4K - $12.8K
|
2.34K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
122+ 0.22% |
$11.1K - $12.5K
|
54.8K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$10.9K - $12.3K
|
120
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
112New |
$10.2K - $11.5K
|
112
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 0.14% |
$10K - $11.3K
|
80K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 8.66% |
$9.72K - $11K
|
1.34K
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
106+ 1.96% |
$9.63K - $10.9K
|
5.5K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
106New |
$9.63K - $10.9K
|
106
$9.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
105New |
$9.54K - $10.8K
|
105
$9.64K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$9.18K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$9.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.64% |
$9.09K - $10.2K
|
3.89K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$9.09K - $10.2K
|
100
$9.18K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98New |
$8.91K - $10K
|
98
$9K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
83+ 0.66% |
$7.54K - $8.5K
|
12.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 3.85% |
$7.09K - $7.99K
|
2.1K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 84.21% |
$5.82K - $6.56K
|
140
$12.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
64+ 0.91% |
$5.82K - $6.56K
|
7.11K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.45K - $6.15K
|
60
$5.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
60+ 1.99% |
$5.45K - $6.15K
|
3.08K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
60+ 0.93% |
$5.45K - $6.15K
|
6.49K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 135.71% |
$5.18K - $5.84K
|
99
$9.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56+ 21.62% |
$5.09K - $5.74K
|
315
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
52+ 1.25% |
$4.73K - $5.33K
|
4.22K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
50+ 1.3% |
$4.54K - $5.12K
|
3.91K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.65% |
$4.45K - $5.02K
|
3.02K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37+ 0.73% |
$3.36K - $3.79K
|
5.11K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
33+ 0.06% |
$3K - $3.38K
|
51.8K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
31+ 1.07% |
$2.82K - $3.18K
|
2.92K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25New |
$2.27K - $2.56K
|
25
$2.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.97% |
$2.18K - $2.46K
|
2.5K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
24New |
$2.18K - $2.46K
|
24
$2.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.67% |
$2.09K - $2.36K
|
3.47K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17+ 0.6% |
$1.54K - $1.74K
|
2.84K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.7% |
$1.09K - $1.23K
|
1.74K
$159K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11New |
$1K - $1.13K
|
11
$1.01K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$909 - $1.02K
|
10
$918
|