Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-216- 4.76% |
$17.8K - $20.3K
|
4.32K
$387K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-224- 1.46% |
$18.4K - $21.1K
|
15.1K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-226- 1.6% |
$18.6K - $21.3K
|
13.9K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-235- 9.16% |
$19.3K - $22.1K
|
2.33K
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-240- 0.73% |
$19.7K - $22.6K
|
32.6K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-245- 9.66% |
$20.1K - $23.1K
|
2.29K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-247- 5.26% |
$20.3K - $23.2K
|
4.45K
$398K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-248- 1.19% |
$20.4K - $23.3K
|
20.5K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-250- 2.46% |
$20.6K - $23.5K
|
9.91K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-260- 76.92% |
$21.4K - $24.5K
|
78
$6.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-261- 0.85% |
$21.5K - $24.6K
|
30.3K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-261- 11.28% |
$21.5K - $24.6K
|
2.05K
$184K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-265- 44.39% |
$21.8K - $24.9K
|
332
$29.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-280- 4.08% |
$23K - $26.4K
|
6.59K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-290- 4.93% |
$23.8K - $27.3K
|
5.59K
$500K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-290- 2.82% |
$23.8K - $27.3K
|
10K
$894K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-291- 6.1% |
$23.9K - $27.4K
|
4.48K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-299- 5.61% |
$24.6K - $28.1K
|
5.03K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-305- 8.28% |
$25.1K - $28.7K
|
3.38K
$302K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-309- 6.52% |
$25.4K - $29.1K
|
4.43K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-318- 0.07% |
$26.1K - $29.9K
|
453K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-328- 4.67% |
$27K - $30.9K
|
6.7K
$599K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-335- 11.86% |
$27.5K - $31.5K
|
2.49K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-343- 1.92% |
$28.2K - $32.3K
|
17.6K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-349- 30.01% |
$28.7K - $32.8K
|
814
$72.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-353- 9.28% |
$29K - $33.2K
|
3.45K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-373- 2.73% |
$30.7K - $35.1K
|
13.3K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375- 5.5% |
$30.8K - $35.3K
|
6.44K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-384- 4.18% |
$31.6K - $36.1K
|
8.81K
$788K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-400- 5.23% |
$32.9K - $37.6K
|
7.24K
$648K
|
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-400- 1.86% |
$32.9K - $37.6K
|
21.1K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-400- 12.33% |
$32.9K - $37.6K
|
2.84K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-435- 4.0% |
$35.8K - $40.9K
|
10.4K
$933K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-456- 0.7% |
$37.5K - $42.9K
|
64.7K
$5.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-465- 7.28% |
$38.2K - $43.8K
|
5.92K
$529K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-465- 8.85% |
$38.2K - $43.8K
|
4.79K
$428K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-486- 1.79% |
$40K - $45.7K
|
26.7K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-491- 3.6% |
$40.4K - $46.2K
|
13.1K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-491- 3.17% |
$40.4K - $46.2K
|
15K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-498- 3.29% |
$40.9K - $46.9K
|
14.7K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-522- 11.62% |
$42.9K - $49.1K
|
3.97K
$355K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-525- 17.1% |
$43.2K - $49.4K
|
2.55K
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-556- 17.25% |
$45.7K - $52.3K
|
2.67K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-597- 13.41% |
$49.1K - $56.2K
|
3.85K
$345K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-598- 9.76% |
$49.2K - $56.3K
|
5.53K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600- 40.05% |
$49.3K - $56.5K
|
898
$80.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-615- 5.89% |
$50.6K - $57.9K
|
9.82K
$878K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-630- 22.28% |
$51.8K - $59.3K
|
2.2K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-647- 9.15% |
$53.2K - $60.9K
|
6.43K
$575K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-658- 2.47% |
$54.1K - $61.9K
|
25.9K
$2.32M
|