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 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
400+ 11.53% |
$43.5K - $53.7K
|
3.87K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
395+ 20.26% |
$43K - $53K
|
2.35K
$215K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
386+ 4.36% |
$42K - $51.8K
|
9.24K
$848K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
363New |
$39.5K - $48.7K
|
363
$33.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
348+ 6.73% |
$37.9K - $46.7K
|
5.52K
$507K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
344+ 8.46% |
$37.4K - $46.1K
|
4.41K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
344+ 4.53% |
$37.4K - $46.1K
|
7.94K
$729K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
329+ 4.69% |
$35.8K - $44.1K
|
7.35K
$675K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
306+ 6.22% |
$33.3K - $41K
|
5.22K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
301+ 3.84% |
$32.7K - $40.4K
|
8.15K
$748K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 8.0% |
$32.6K - $40.2K
|
4.05K
$372K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
300New |
$32.6K - $40.2K
|
300
$27.5K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 17.51% |
$32.3K - $39.8K
|
1.99K
$183K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
289+ 1.11% |
$31.4K - $38.8K
|
26.3K
$2.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
288+ 6.53% |
$31.3K - $38.6K
|
4.7K
$431K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
279+ 1.14% |
$30.3K - $37.4K
|
24.7K
$2.27M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
261New |
$28.4K - $35K
|
261
$24K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
261+ 10.79% |
$28.4K - $35K
|
2.68K
$246K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
261+ 8.34% |
$28.4K - $35K
|
3.39K
$311K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
253New |
$27.5K - $33.9K
|
253
$23.2K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
237+ 2.19% |
$25.8K - $31.8K
|
11.1K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
237+ 1.69% |
$25.8K - $31.8K
|
14.3K
$1.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
231+ 3.02% |
$25.1K - $31K
|
7.87K
$723K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 4.69% |
$25K - $30.9K
|
5.13K
$471K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
226+ 1.22% |
$24.6K - $30.3K
|
18.8K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
225New |
$24.5K - $30.2K
|
225
$20.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
208New |
$22.6K - $27.9K
|
208
$19.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
200+ 6.52% |
$21.8K - $26.8K
|
3.27K
$300K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
200+ 11.76% |
$21.8K - $26.8K
|
1.9K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
200New |
$21.8K - $26.8K
|
200
$18.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200New |
$21.8K - $26.8K
|
200
$18.4K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200New |
$21.8K - $26.8K
|
200
$18.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
200+ 1.82% |
$21.8K - $26.8K
|
11.2K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
197+ 2.96% |
$21.4K - $26.4K
|
6.85K
$629K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
177+ 5.23% |
$19.3K - $23.7K
|
3.56K
$327K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
162New |
$17.6K - $21.7K
|
162
$14.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
146+ 3.47% |
$15.9K - $19.6K
|
4.35K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
134+ 26.91% |
$14.6K - $18K
|
632
$58K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
133+ 0.32% |
$14.5K - $17.8K
|
41.3K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
132+ 1.86% |
$14.4K - $17.7K
|
7.23K
$664K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
125+ 5.09% |
$13.6K - $16.8K
|
2.58K
$237K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
124+ 49.01% |
$13.5K - $16.6K
|
377
$34.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
120+ 2.63% |
$13.1K - $16.1K
|
4.68K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
110New |
$12K - $14.8K
|
110
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
106+ 1.25% |
$11.5K - $14.2K
|
8.6K
$790K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
104New |
$11.3K - $14K
|
104
$9.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
102+ 29.48% |
$11.1K - $13.7K
|
448
$41.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
100+ 208.33% |
$10.9K - $13.4K
|
148
$13.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100+ 18.35% |
$10.9K - $13.4K
|
645
$59.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$10.9K - $13.4K
|
100
$9.18K
|