Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

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 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
4
+ 17.39%
$256 - $363
27 $2.48K
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
3
+ 0.01%
$192 - $273
24.1K $2.21M
Jan 31, 2024 Q4 2023
Windham Capital Management, LLC

BUY
 -
2
+ 0.01%
$128 - $182
14.2K $1.31M
Feb 12, 2024 Q4 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
2
+ 0.01%
$128 - $182
15K $1.38M
Jan 22, 2024 Q4 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
1
+ 0.02%
$64.1 - $90.9
6.65K $610K
Jan 22, 2024 Q4 2023
Waypoint Capital Advisors, LLC

BUY
 -
1
+ 0.03%
$64.1 - $90.9
4K $367K
Jan 10, 2024 Q4 2023
Amplius Wealth Advisors, LLC

BUY
 -
1
+ 0.03%
$64.1 - $90.9
3K $276K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-5
- 0.06%
$321 - $454
9.02K $828K
Feb 09, 2024 Q4 2023
Assetmark, Inc

SELL
 -
-8
- 5.16%
$513 - $727
147 $13.5K
Feb 13, 2024 Q4 2023
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-10
- 0.33%
$641 - $909
3K $275K
Feb 12, 2024 Q4 2023
Arrow Financial Corp

SELL
 -
-13
- 0.82%
$834 - $1.18K
1.57K $144K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-22
- 2.62%
$1.41K - $2K
818 $75.1K
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

SELL
 -
-22
- 0.41%
$1.41K - $2K
5.39K $495K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-23
- 4.86%
$1.47K - $2.09K
450 $41.3K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

SELL
 -
-23
- 3.88%
$1.47K - $2.09K
570 $52.3K
Feb 07, 2024 Q4 2023
Ironwood Investment Counsel, LLC

SELL
 -
-24
- 0.65%
$1.54K - $2.18K
3.66K $336K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

SELL
 -
-25
- 1.11%
$1.6K - $2.27K
2.22K $204K
Feb 14, 2024 Q4 2023
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-35
- 1.05%
$2.24K - $3.18K
3.3K $303K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-40
- 2.79%
$2.56K - $3.63K
1.4K $128K
Feb 05, 2024 Q4 2023
Hollow Brook Wealth Management LLC

SELL
 -
-41
- 0.22%
$2.63K - $3.73K
18.7K $1.72M
Feb 08, 2024 Q4 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
SELL
 -
-50
- 71.43%
$3.21K - $4.54K
20 $1.84K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-50
- 1.58%
$3.21K - $4.54K
3.12K $286K
Feb 13, 2024 Q4 2023
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-50
- 1.32%
$3.21K - $4.54K
3.75K $344K
Feb 13, 2024 Q4 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-50
- 0.99%
$3.21K - $4.54K
5.02K $461K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-51
- 50.5%
$3.27K - $4.63K
50 $4.59K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

SELL
 -
-51
- 40.8%
$3.27K - $4.63K
74 $6.8K
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

SELL
 -
-54
- 1.64%
$3.46K - $4.91K
3.25K $298K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-54
- 32.14%
$3.46K - $4.91K
114 $10.5K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-60
- 2.32%
$3.85K - $5.45K
2.53K $232K
Feb 13, 2024 Q4 2023
James J. Burns & Company, LLC

Melville, NY
SELL
 -
-69
- 2.25%
$4.42K - $6.27K
2.99K $275K
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

SELL
 -
-70
- 0.91%
$4.49K - $6.36K
7.64K $701K
Feb 09, 2024 Q4 2023
L.M. Kohn & Company

SELL
 -
-71
- 2.58%
$4.55K - $6.45K
2.68K $246K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
SELL
 -
-72
Closed
$4.62K - $6.54K
0 $0
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-75
- 2.12%
$4.81K - $6.81K
3.47K $319K
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-89
- 6.87%
$5.71K - $8.09K
1.21K $111K
Jan 19, 2024 Q4 2023
Chatham Capital Group, Inc.

SELL
 -
-90
- 1.41%
$5.77K - $8.18K
6.31K $579K
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

SELL
 -
-94
- 1.57%
$6.03K - $8.54K
5.89K $541K
Feb 13, 2024 Q4 2023
Brant Point Investment Management LLC

New York, NY
SELL
 -
-97
- 0.56%
$6.22K - $8.81K
17.3K $1.58M
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

SELL
 -
-100
- 3.08%
$6.41K - $9.09K
3.15K $289K
Feb 05, 2024 Q4 2023
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-110
- 0.89%
$7.05K - $9.99K
12.3K $1.13M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-114
- 1.58%
$7.31K - $10.4K
7.11K $653K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-120
- 1.75%
$7.69K - $10.9K
6.75K $619K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-130
- 20.63%
$8.34K - $11.8K
500 $45.9K
Feb 05, 2024 Q4 2023
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-138
- 0.6%
$8.85K - $12.5K
22.8K $2.09M
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-167
- 10.08%
$10.7K - $15.2K
1.49K $137K
Feb 13, 2024 Q4 2023
Fwl Investment Management, LLC

SELL
 -
-191
- 97.95%
$12.2K - $17.4K
4 $367
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-236
- 0.37%
$15.1K - $21.4K
63.9K $5.87M
Feb 15, 2024 Q4 2023
Brick & Kyle, Associates

Newtown, PA
SELL
 -
-237
- 0.71%
$15.2K - $21.5K
33.3K $3.06M
Jan 17, 2024 Q4 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-237
- 1.1%
$15.2K - $21.5K
21.2K $1.95M

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