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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
219+ 3.9% |
$14K - $19.9K
|
5.84K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
207+ 0.36% |
$13.3K - $18.8K
|
57.1K
$5.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
206+ 9.08% |
$13.2K - $18.7K
|
2.47K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
206+ 44.78% |
$13.2K - $18.7K
|
666
$61.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
203+ 5.54% |
$13K - $18.4K
|
3.87K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
200+ 4.9% |
$12.8K - $18.2K
|
4.28K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
182+ 2.77% |
$11.7K - $16.5K
|
6.76K
$621K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
176New |
$11.3K - $16K
|
176
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
170+ 3.15% |
$10.9K - $15.4K
|
5.57K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
155+ 1.37% |
$9.94K - $14.1K
|
11.5K
$1.05M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
145+ 0.59% |
$9.3K - $13.2K
|
24.7K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
140+ 0.84% |
$8.98K - $12.7K
|
16.7K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
140+ 0.81% |
$8.98K - $12.7K
|
17.4K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
130New |
$8.34K - $11.8K
|
130
$11.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122New |
$7.82K - $11.1K
|
122
$11.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
118New |
$7.57K - $10.7K
|
118
$10.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 21.18% |
$7.37K - $10.4K
|
658
$60.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
108+ 36.0% |
$6.92K - $9.81K
|
408
$37.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
105New |
$6.73K - $9.54K
|
105
$9.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
101+ 1.97% |
$6.48K - $9.18K
|
5.23K
$481K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 200.0% |
$6.41K - $9.09K
|
150
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
78New |
$5K - $7.09K
|
78
$7.16K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.24% |
$4.36K - $6.18K
|
28.3K
$2.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
67+ 26.8% |
$4.3K - $6.09K
|
317
$29.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
66+ 1.6% |
$4.23K - $6K
|
4.19K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62New |
$3.98K - $5.63K
|
62
$5.69K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
60+ 2000.0% |
$3.85K - $5.45K
|
63
$5.79K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
59+ 1.02% |
$3.78K - $5.36K
|
5.84K
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$3.21K - $4.54K
|
50
$4.59K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
47New |
$3.01K - $4.27K
|
47
$4.32K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.63K - $3.73K
|
41
$3.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
40New |
$2.56K - $3.63K
|
40
$3.67K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35New |
$2.24K - $3.18K
|
35
$3.21K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$1.99K - $2.82K
|
31
$2.85K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
30+ 7.41% |
$1.92K - $2.73K
|
435
$39.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30New |
$1.92K - $2.73K
|
30
$2.75K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29New |
$1.86K - $2.63K
|
29
$2.66K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25New |
$1.6K - $2.27K
|
25
$2.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$1.54K - $2.18K
|
24
$2.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.54% |
$1.47K - $2.09K
|
4.25K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 5.01% |
$1.28K - $1.82K
|
419
$38.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
19+ 0.02% |
$1.22K - $1.73K
|
119K
$10.9M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.22K - $1.73K
|
19
$1.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 3.46% |
$1.03K - $1.45K
|
479
$44K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15+ 3.0% |
$962 - $1.36K
|
515
$47.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$769 - $1.09K
|
12
$1.1K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$577 - $818
|
9
$826
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
8New |
$513 - $727
|
8
$735
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6+ 0.11% |
$385 - $545
|
5.48K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$321 - $454
|
35.9K
$3.3M
|