Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.12KNew |
$340K - $419K
|
3.12K
$287K
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$335K - $413K
|
3.08K
$282K
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.99K+ 29.59% |
$326K - $402K
|
13.1K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
2.99K+ 3.64% |
$325K - $401K
|
85.1K
$7.81M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.92KNew |
$318K - $392K
|
2.92K
$268K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.85KNew |
$310K - $382K
|
2.85K
$262K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.83KNew |
$308K - $380K
|
2.83K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.82KNew |
$306K - $378K
|
2.82K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.82KNew |
$306K - $378K
|
2.82K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.78K+ 14636.84% |
$302K - $373K
|
2.8K
$257K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$299K - $369K
|
2.75K
$253K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
2.66K+ 7.38% |
$289K - $357K
|
38.7K
$3.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.64KNew |
$287K - $354K
|
2.64K
$243K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.58K+ 1051.02% |
$280K - $345K
|
2.82K
$259K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.56KNew |
$278K - $343K
|
2.56K
$235K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.52KNew |
$275K - $339K
|
2.52K
$232K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.5KNew |
$272K - $336K
|
2.5K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.48KNew |
$270K - $333K
|
2.48K
$228K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.45K+ 8.57% |
$267K - $329K
|
31.1K
$2.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
2.45K+ 6.9% |
$266K - $328K
|
37.9K
$3.48M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.42KNew |
$264K - $325K
|
2.42K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2.37K+ 2.67% |
$258K - $318K
|
91.4K
$8.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.35KNew |
$255K - $315K
|
2.35K
$215K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.34K+ 0.84% |
$255K - $314K
|
281K
$25.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$255K - $314K
|
2.34K
$215K
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.34KNew |
$254K - $313K
|
2.34K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.33KNew |
$253K - $313K
|
2.33K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.33K+ 1.31% |
$253K - $312K
|
180K
$16.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
2.3KNew |
$250K - $309K
|
2.3K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.2KNew |
$239K - $295K
|
2.2K
$202K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 15.65% |
$236K - $291K
|
16K
$1.47M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.15K+ 119.25% |
$234K - $288K
|
3.95K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$231K - $285K
|
2.13K
$195K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.02KNew |
$220K - $272K
|
2.02K
$186K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2KNew |
$218K - $268K
|
2K
$184K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$215K - $265K
|
1.97K
$181K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.97K+ 9.12% |
$214K - $264K
|
23.6K
$2.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.95K+ 4.4% |
$212K - $261K
|
46.2K
$4.24M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$209K - $258K
|
1.92K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$207K - $255K
|
1.9K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.88KNew |
$204K - $252K
|
1.88K
$173K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.82K+ 39.67% |
$198K - $244K
|
6.41K
$588K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1.69K+ 53.62% |
$184K - $226K
|
4.84K
$444K
|
|
|
Jan 27, 2022
Q4 2021
|
Skorpios Trust
|
BUY
|
- |
1.69KNew |
$183K - $226K
|
1.69K
$155K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 86.81% |
$172K - $212K
|
3.4K
$312K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
1.54K+ 4.15% |
$168K - $207K
|
38.7K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
1.51K+ 27.55% |
$165K - $203K
|
7.01K
$644K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.45K+ 6.93% |
$158K - $195K
|
22.4K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.45K+ 21.93% |
$158K - $195K
|
8.06K
$740K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.45K+ 47.35% |
$158K - $194K
|
4.51K
$414K
|