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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.4K+ 12.17% |
$153K - $188K
|
12.9K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.37K+ 29.06% |
$149K - $184K
|
6.1K
$560K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.34K+ 9.6% |
$146K - $180K
|
15.3K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$146K - $180K
|
1.34K
$123K
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.34K+ 33.93% |
$145K - $179K
|
5.27K
$484K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
1.31K+ 1.35% |
$143K - $176K
|
98.5K
$9.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 9.34% |
$139K - $172K
|
15K
$1.38M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
1.27K+ 1.81% |
$138K - $171K
|
71.6K
$6.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.25K+ 4.92% |
$136K - $168K
|
26.6K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.2K+ 10.14% |
$130K - $160K
|
13K
$1.19M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.18KNew |
$128K - $158K
|
1.18K
$108K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.16K+ 3.21% |
$126K - $156K
|
37.3K
$3.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.15KNew |
$125K - $154K
|
1.15K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12K+ 11.42% |
$122K - $150K
|
10.9K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.09K+ 10.28% |
$119K - $147K
|
11.7K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.08K+ 2.36% |
$117K - $144K
|
46.8K
$4.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.05KNew |
$115K - $141K
|
1.05K
$96.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.05K+ 16.65% |
$114K - $141K
|
7.35K
$675K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
975+ 8.06% |
$106K - $131K
|
13.1K
$1.2M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
886+ 9.3% |
$96.4K - $119K
|
10.4K
$956K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
867New |
$94.3K - $116K
|
867
$79.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
859+ 10.31% |
$93.4K - $115K
|
9.19K
$844K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
858+ 9.44% |
$93.3K - $115K
|
9.95K
$914K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
851+ 43.78% |
$92.6K - $114K
|
2.8K
$257K
|
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
806+ 2.94% |
$87.7K - $108K
|
28.2K
$2.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
804+ 8.4% |
$87.5K - $108K
|
10.4K
$953K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
804+ 464.74% |
$87.5K - $108K
|
977
$89.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
800New |
$87K - $107K
|
800
$73.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
768+ 3.37% |
$83.5K - $103K
|
23.6K
$2.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
764+ 3.28% |
$83.1K - $102K
|
24K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
722+ 171.9% |
$78.5K - $96.9K
|
1.14K
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
720New |
$78.3K - $96.6K
|
720
$66.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
632+ 0.72% |
$68.7K - $84.8K
|
88.8K
$8.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
618+ 7.88% |
$67.2K - $82.9K
|
8.46K
$777K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
615+ 7.33% |
$66.9K - $82.5K
|
9.01K
$827K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
604New |
$65.7K - $81K
|
604
$55.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
563+ 113.28% |
$61.2K - $75.5K
|
1.06K
$97.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
560New |
$60.9K - $75.1K
|
560
$51.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
550+ 20.91% |
$59.8K - $73.8K
|
3.18K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
533+ 10.18% |
$58K - $71.5K
|
5.77K
$530K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$54.4K - $67.1K
|
500
$45.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
500New |
$54.4K - $67.1K
|
500
$45.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
500+ 8.44% |
$54.4K - $67.1K
|
6.43K
$590K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
494+ 4.16% |
$53.7K - $66.3K
|
12.4K
$1.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
440+ 3.67% |
$47.9K - $59K
|
12.4K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
437+ 2.55% |
$47.5K - $58.6K
|
17.6K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
427+ 6.65% |
$46.4K - $57.3K
|
6.85K
$629K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
425New |
$46.2K - $57K
|
425
$39K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
413+ 3.8% |
$44.9K - $55.4K
|
11.3K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
406+ 9.54% |
$44.2K - $54.5K
|
4.66K
$428K
|