Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.09K+ 29.96% |
$129K - $150K
|
4.71K
$436K
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.08K+ 5.44% |
$128K - $150K
|
21K
$1.94M
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
1.04K+ 4.15% |
$123K - $143K
|
26K
$2.4M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1K+ 17.22% |
$119K - $138K
|
6.81K
$629K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
997+ 2.48% |
$118K - $138K
|
41.1K
$3.8M
|
|
Nov 12, 2021
Q3 2021
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
900+ 2.82% |
$107K - $125K
|
32.8K
$3.03M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
892+ 2.51% |
$106K - $124K
|
36.5K
$3.37M
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
882+ 4.8% |
$105K - $122K
|
19.3K
$1.78M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
860+ 3.51% |
$102K - $119K
|
25.4K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
837+ 25.93% |
$99.3K - $116K
|
4.07K
$376K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
804+ 15.37% |
$95.4K - $111K
|
6.04K
$558K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
752+ 2.38% |
$89.3K - $104K
|
32.4K
$2.99M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
747+ 6.99% |
$88.7K - $103K
|
11.4K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
742+ 9.57% |
$88.1K - $103K
|
8.5K
$786K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
742+ 5.6% |
$88.1K - $103K
|
14K
$1.29M
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
664+ 2.69% |
$78.8K - $92K
|
25.4K
$2.34M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
615+ 3.22% |
$73K - $85.2K
|
19.7K
$1.82M
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
600+ 2.96% |
$71.2K - $83.1K
|
20.9K
$1.93M
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
530+ 5.81% |
$62.9K - $73.4K
|
9.66K
$893K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
520+ 1.15% |
$61.7K - $72K
|
45.7K
$4.22M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
503+ 4.34% |
$59.7K - $69.7K
|
12.1K
$1.12M
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
495+ 916.67% |
$58.8K - $68.6K
|
549
$50.8K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
493+ 948.08% |
$58.5K - $68.3K
|
545
$50.4K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
491+ 5.43% |
$58.3K - $68K
|
9.53K
$881K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
479+ 3.26% |
$56.9K - $66.3K
|
15.2K
$1.4M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
440+ 7.13% |
$52.2K - $60.9K
|
6.61K
$611K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
435+ 1.34% |
$51.6K - $60.2K
|
33K
$3.05M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
433+ 2.39% |
$51.4K - $60K
|
18.5K
$1.71M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
432+ 6.03% |
$51.3K - $59.8K
|
7.59K
$702K
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
400+ 9.55% |
$47.5K - $55.4K
|
4.59K
$424K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
374+ 3.57% |
$44.4K - $51.8K
|
10.9K
$1M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
366+ 2.27% |
$43.4K - $50.7K
|
16.5K
$1.53M
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
357+ 5.88% |
$42.4K - $49.4K
|
6.42K
$594K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
350+ 3888.89% |
$41.5K - $48.5K
|
359
$33.2K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
350+ 3.3% |
$41.5K - $48.5K
|
11K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
346New |
$41.1K - $47.9K
|
346
$32K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
340+ 215.19% |
$40.4K - $47.1K
|
498
$46K
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
335+ 1.15% |
$39.8K - $46.4K
|
29.6K
$2.73M
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
323+ 7.79% |
$38.3K - $44.7K
|
4.47K
$413K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
319+ 7.98% |
$37.9K - $44.2K
|
4.31K
$399K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
309+ 12.42% |
$36.7K - $42.8K
|
2.8K
$259K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 6.37% |
$36.3K - $42.4K
|
5.11K
$473K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
300+ 3.58% |
$35.6K - $41.5K
|
8.67K
$802K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
293+ 23.92% |
$34.8K - $40.6K
|
1.52K
$140K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
289+ 4.54% |
$34.3K - $40K
|
6.66K
$616K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
283+ 2.11% |
$33.6K - $39.2K
|
13.7K
$1.27M
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
281+ 2.23% |
$33.4K - $38.9K
|
12.9K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
273+ 1.19% |
$32.4K - $37.8K
|
23.3K
$2.15M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
268+ 2.1% |
$31.8K - $37.1K
|
13K
$1.2M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
265+ 2.26% |
$31.5K - $36.7K
|
12K
$1.11M
|