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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 3.93% |
$56.5K - $63K
|
19.5K
$1.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
660+ 9.47% |
$50.6K - $56.5K
|
7.63K
$700K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
654+ 7.38% |
$50.2K - $56K
|
9.52K
$874K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
644+ 24.72% |
$49.4K - $55.2K
|
3.25K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
627+ 9.95% |
$48.1K - $53.7K
|
6.93K
$636K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
612+ 16.93% |
$47K - $52.4K
|
4.23K
$388K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
600+ 15.56% |
$46K - $51.4K
|
4.46K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
600+ 17.14% |
$46K - $51.4K
|
4.1K
$377K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
599+ 38.97% |
$46K - $51.3K
|
2.14K
$196K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
554+ 1.89% |
$42.5K - $47.5K
|
29.9K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
549+ 14.33% |
$42.1K - $47K
|
4.38K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
549+ 1.32% |
$42.1K - $47K
|
42.3K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
508+ 7.7% |
$39K - $43.5K
|
7.1K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
506+ 6.35% |
$38.8K - $43.3K
|
8.47K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
506+ 4.12% |
$38.8K - $43.3K
|
12.8K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
500New |
$38.4K - $42.8K
|
500
$45.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
500New |
$38.4K - $42.8K
|
500
$45.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
487+ 16.62% |
$37.4K - $41.7K
|
3.42K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
482+ 10.59% |
$37K - $41.3K
|
5.03K
$462K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
480+ 2.31% |
$36.8K - $41.1K
|
21.2K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
454New |
$34.8K - $38.9K
|
454
$41.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
450+ 11.41% |
$34.5K - $38.5K
|
4.39K
$403K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
428+ 6.49% |
$32.8K - $36.7K
|
7.03K
$645K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
413+ 4.72% |
$31.7K - $35.4K
|
9.16K
$841K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
411+ 1.94% |
$31.5K - $35.2K
|
21.6K
$1.98M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
410+ 3.06% |
$31.5K - $35.1K
|
13.8K
$1.27M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
405New |
$31.1K - $34.7K
|
405
$37.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
400New |
$30.7K - $34.3K
|
400
$36.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
400New |
$30.7K - $34.3K
|
400
$36.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
390+ 13.17% |
$29.9K - $33.4K
|
3.35K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 111.4% |
$29.2K - $32.6K
|
723
$66.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
375+ 5.85% |
$28.8K - $32.1K
|
6.79K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
369+ 9.13% |
$28.3K - $31.6K
|
4.41K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
355New |
$27.2K - $30.4K
|
355
$32.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
354+ 2.1% |
$27.2K - $30.3K
|
17.2K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
350New |
$26.9K - $30K
|
350
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
331+ 2.26% |
$25.4K - $28.4K
|
15K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
327+ 12.69% |
$25.1K - $28K
|
2.9K
$267K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
325+ 1.22% |
$24.9K - $27.8K
|
26.9K
$2.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
317+ 0.87% |
$24.3K - $27.2K
|
36.9K
$3.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
316New |
$24.2K - $27.1K
|
316
$29K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
314+ 2.32% |
$24.1K - $26.9K
|
13.9K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
311+ 21.13% |
$23.9K - $26.6K
|
1.78K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
307New |
$23.6K - $26.3K
|
307
$28.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
305+ 9.48% |
$23.4K - $26.1K
|
3.52K
$323K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
300+ 2.29% |
$23K - $25.7K
|
13.4K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
300New |
$23K - $25.7K
|
300
$27.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
259+ 6.58% |
$19.9K - $22.2K
|
4.2K
$385K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
257+ 14.39% |
$19.7K - $22K
|
2.04K
$188K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
250New |
$19.2K - $21.4K
|
250
$23K
|