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 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
98New |
$10.7K - $13.1K
|
98
$9K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
92+ 1.29% |
$10K - $12.3K
|
7.22K
$663K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
90+ 2.54% |
$9.79K - $12.1K
|
3.63K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 33.87% |
$9.14K - $11.3K
|
332
$30.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
83+ 2.97% |
$9.03K - $11.1K
|
2.88K
$264K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
82New |
$8.92K - $11K
|
82
$7.53K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
80New |
$8.7K - $10.7K
|
80
$7.35K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
75New |
$8.16K - $10.1K
|
75
$6.89K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
71New |
$7.72K - $9.52K
|
71
$6.52K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
70New |
$7.61K - $9.39K
|
70
$6.43K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
70New |
$7.61K - $9.39K
|
70
$6.43K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
70New |
$7.61K - $9.39K
|
70
$6.43K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
63+ 18.92% |
$6.85K - $8.45K
|
396
$36.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 0.38% |
$6.74K - $8.32K
|
16.5K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60+ 0.68% |
$6.53K - $8.05K
|
8.9K
$817K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60New |
$6.53K - $8.05K
|
60
$5.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
60New |
$6.53K - $8.05K
|
60
$5.51K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
59New |
$6.42K - $7.91K
|
59
$5.42K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
45+ 1.36% |
$4.89K - $6.04K
|
3.36K
$308K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
44New |
$4.79K - $5.9K
|
44
$4.04K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
40+ 2.6% |
$4.35K - $5.37K
|
1.58K
$145K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 0.63% |
$4.35K - $5.37K
|
6.39K
$587K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
38New |
$4.13K - $5.1K
|
38
$3.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
38New |
$4.13K - $5.1K
|
38
$3.49K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
37+ 0.24% |
$4.02K - $4.96K
|
15.6K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35+ 0.23% |
$3.81K - $4.7K
|
15.3K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
30New |
$3.26K - $4.02K
|
30
$2.75K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
28+ 2.3% |
$3.05K - $3.76K
|
1.25K
$114K
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
BUY
|
- |
27+ 0.45% |
$2.94K - $3.62K
|
6.02K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25+ 10.64% |
$2.72K - $3.35K
|
260
$23.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
22+ 0.43% |
$2.39K - $2.95K
|
5.13K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.85% |
$2.18K - $2.68K
|
2.37K
$218K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15+ 0.66% |
$1.63K - $2.01K
|
2.29K
$210K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.24% |
$1.63K - $2.01K
|
6.23K
$572K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 5.45% |
$1.63K - $2.01K
|
290
$26.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.66% |
$1.52K - $1.88K
|
2.14K
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
13+ 0.46% |
$1.41K - $1.74K
|
2.87K
$263K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11+ 0.14% |
$1.2K - $1.48K
|
7.97K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.09K - $1.34K
|
10
$918
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.31% |
$1.09K - $1.34K
|
3.2K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 72.73% |
$870 - $1.07K
|
19
$1.74K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
6+ 0.05% |
$653 - $805
|
13K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 0.16% |
$653 - $805
|
3.76K
$345K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$544 - $671
|
5
$459
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.13% |
$326 - $402
|
2.35K
$216K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
2+ 12.5% |
$218 - $268
|
18
$1.65K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 5.41% |
$218 - $268
|
39
$3.58K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3Closed |
$326 - $402
|
0
$0
|