Purchases and Sales Made in Q4 2023 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 2023. 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 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 1.17% |
$165K - $234K
|
223K
$20.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.56KNew |
$164K - $233K
|
2.56K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.56K+ 1.58% |
$164K - $233K
|
165K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.55KNew |
$163K - $232K
|
2.55K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.54KNew |
$163K - $231K
|
2.54K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.54K+ 134.46% |
$163K - $231K
|
4.43K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.52KNew |
$162K - $229K
|
2.52K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
2.51KNew |
$161K - $228K
|
2.51K
$231K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.47KNew |
$158K - $225K
|
2.47K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.46KNew |
$158K - $224K
|
2.46K
$226K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.44K+ 76.85% |
$156K - $222K
|
5.62K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$156K - $221K
|
2.44K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43KNew |
$156K - $221K
|
2.43K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.43KNew |
$156K - $221K
|
2.43K
$223K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.41KNew |
$155K - $219K
|
2.41K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
2.38K+ 82.19% |
$153K - $216K
|
5.28K
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.36KNew |
$151K - $214K
|
2.36K
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
2.32KNew |
$149K - $211K
|
2.32K
$213K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.32KNew |
$149K - $211K
|
2.32K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.3K+ 42.56% |
$148K - $209K
|
7.71K
$708K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.28KNew |
$146K - $207K
|
2.28K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.28KNew |
$146K - $207K
|
2.28K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28KNew |
$146K - $207K
|
2.28K
$209K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$145K - $206K
|
2.27K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26KNew |
$145K - $206K
|
2.26K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.25KNew |
$144K - $204K
|
2.25K
$206K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 52.6% |
$143K - $202K
|
6.46K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.06K+ 17.48% |
$132K - $187K
|
13.8K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.83K+ 1.79% |
$117K - $166K
|
104K
$9.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 4.69% |
$114K - $161K
|
39.6K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.68K+ 43.64% |
$108K - $153K
|
5.53K
$508K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.5KNew |
$96.2K - $136K
|
1.5K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$91.6K - $130K
|
1.43K
$131K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 779.78% |
$91.5K - $130K
|
1.61K
$148K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.39K+ 24.36% |
$89.2K - $126K
|
7.1K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.37K+ 7.08% |
$88.1K - $125K
|
20.8K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.33K+ 30.72% |
$85.1K - $121K
|
5.65K
$518K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.3K+ 12.02% |
$83.5K - $118K
|
12.1K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.29KNew |
$82.6K - $117K
|
1.29K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.26K+ 7.04% |
$80.6K - $114K
|
19.1K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 5.44% |
$79.5K - $113K
|
24K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.24K+ 41.88% |
$79.2K - $112K
|
4.18K
$384K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.18KNew |
$75.5K - $107K
|
1.18K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.18KNew |
$75.5K - $107K
|
1.18K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 16.53% |
$73.5K - $104K
|
8.09K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.1K+ 29.11% |
$70.6K - $100K
|
4.88K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$67K - $94.9K
|
1.05K
$96K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.04K+ 7.23% |
$66.4K - $94K
|
15.3K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.02K+ 34.63% |
$65.3K - $92.5K
|
3.96K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1K+ 100.0% |
$64.1K - $90.9K
|
2K
$184K
|