Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
11.9K+ 238.0% |
$913K - $1.02M
|
16.9K
$1.55M
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
11.6KNew |
$887K - $991K
|
11.6K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
11.4KNew |
$874K - $976K
|
11.4K
$1.05M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
11.2K+ 9778.26% |
$863K - $963K
|
11.4K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
11K+ 5.46% |
$842K - $940K
|
212K
$19.5M
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$835K - $932K
|
10.9K
$999K
|
|
Feb 14, 2023
Q4 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 6.65% |
$813K - $908K
|
170K
$15.6M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 5.97% |
$803K - $897K
|
186K
$17.1M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.4KNew |
$798K - $891K
|
10.4K
$955K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 122.56% |
$793K - $886K
|
18.8K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.3KNew |
$790K - $882K
|
10.3K
$945K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.97K+ 52.82% |
$765K - $854K
|
28.8K
$2.65M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
9.94K+ 249.44% |
$763K - $851K
|
13.9K
$1.28M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
9.58KNew |
$735K - $820K
|
9.58K
$879K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.57K+ 249.54% |
$734K - $820K
|
13.4K
$1.23M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.39KNew |
$720K - $804K
|
9.39K
$862K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.15KNew |
$702K - $784K
|
9.15K
$840K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.87KNew |
$681K - $760K
|
8.87K
$815K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.53K+ 101.94% |
$654K - $730K
|
16.9K
$1.55M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.45K+ 69.39% |
$649K - $724K
|
20.6K
$1.9M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.43K+ 82.43% |
$647K - $722K
|
18.7K
$1.71M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.36K+ 4.08% |
$642K - $716K
|
214K
$19.6M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.22KNew |
$630K - $704K
|
8.22K
$755K
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.96KNew |
$611K - $682K
|
7.96K
$731K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.76K+ 25.18% |
$595K - $665K
|
38.6K
$3.54M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.59K+ 17.06% |
$582K - $650K
|
52.1K
$4.78M
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.47K+ 17.07% |
$573K - $640K
|
51.2K
$4.7M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$570K - $636K
|
7.43K
$682K
|
|
May 16, 2023
Q4 2022
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$570K - $636K
|
7.43K
$682K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.92K+ 188.83% |
$531K - $592K
|
10.6K
$971K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.77K+ 5.86% |
$520K - $580K
|
122K
$11.2M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.74K+ 126.51% |
$517K - $578K
|
12.1K
$1.11M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.74K+ 126.51% |
$517K - $578K
|
12.1K
$1.11M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.64KNew |
$510K - $569K
|
6.64K
$610K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.55K+ 9.26% |
$503K - $561K
|
77.3K
$7.1M
|
|
Feb 13, 2023
Q4 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
6.5KNew |
$499K - $557K
|
6.5K
$597K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 187.14% |
$476K - $531K
|
9.51K
$874K
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.97K+ 21.47% |
$458K - $511K
|
33.8K
$3.1M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.82K+ 162.17% |
$446K - $498K
|
9.4K
$864K
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.62K+ 79.02% |
$431K - $482K
|
12.7K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.6K+ 62.22% |
$430K - $480K
|
14.6K
$1.34M
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
5.44KNew |
$417K - $466K
|
5.44K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.44K+ 14.0% |
$417K - $466K
|
44.3K
$4.07M
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.36KNew |
$411K - $459K
|
5.36K
$492K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.21KNew |
$399K - $446K
|
5.21K
$478K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 192.37% |
$398K - $445K
|
7.89K
$725K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.02K+ 53.14% |
$385K - $430K
|
14.5K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
5K+ 20.0% |
$384K - $428K
|
30K
$2.75M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
4.85K+ 633.59% |
$372K - $415K
|
5.61K
$515K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$364K - $407K
|
4.75K
$436K
|