Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
79+ 316.0% |
$5.93K - $7.5K
|
104
$9.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 1.46% |
$5.63K - $7.12K
|
5.22K
$481K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
72+ 33.18% |
$5.4K - $6.83K
|
289
$26.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
67New |
$5.03K - $6.36K
|
67
$6.16K
|
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
66+ 3.84% |
$4.95K - $6.26K
|
1.79K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
65+ 0.82% |
$4.88K - $6.17K
|
7.97K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 0.33% |
$4.65K - $5.88K
|
18.9K
$1.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
60+ 5.73% |
$4.5K - $5.69K
|
1.11K
$102K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60New |
$4.5K - $5.69K
|
60
$5.52K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
58+ 1.88% |
$4.35K - $5.5K
|
3.14K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
54New |
$4.05K - $5.12K
|
54
$4.97K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
52+ 0.79% |
$3.9K - $4.93K
|
6.59K
$607K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
52+ 1.22% |
$3.9K - $4.93K
|
4.32K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51+ 62.2% |
$3.83K - $4.84K
|
133
$12.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
40New |
$3K - $3.8K
|
40
$3.68K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
39New |
$2.93K - $3.7K
|
39
$3.59K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 4.15% |
$2.63K - $3.32K
|
878
$80.8K
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
30+ 0.78% |
$2.25K - $2.85K
|
3.86K
$355K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
26New |
$1.95K - $2.47K
|
26
$2.39K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
25+ 0.3% |
$1.88K - $2.37K
|
8.39K
$772K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
23+ 3.54% |
$1.73K - $2.18K
|
673
$61.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
20+ 0.51% |
$1.5K - $1.9K
|
3.94K
$362K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.5K - $1.9K
|
20
$1.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.82% |
$1.5K - $1.9K
|
1.12K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 0.42% |
$1.13K - $1.42K
|
3.59K
$330K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$1.13K - $1.42K
|
15
$1.38K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10+ 0.17% |
$751 - $949
|
5.76K
$530K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$150 - $190
|
6.57K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$150 - $190
|
3.86K
$355K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2- 0.07% |
$150 - $190
|
2.87K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8- 0.03% |
$600 - $759
|
31.6K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-8- 0.22% |
$600 - $759
|
3.57K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-10- 0.16% |
$751 - $949
|
6.41K
$590K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12- 0.2% |
$901 - $1.14K
|
6.1K
$561K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-19- 0.05% |
$1.43K - $1.8K
|
36.5K
$3.35M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-23- 0.65% |
$1.73K - $2.18K
|
3.53K
$325K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 6.41% |
$1.88K - $2.37K
|
365
$33.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-30- 0.28% |
$2.25K - $2.85K
|
10.9K
$1M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 0.03% |
$2.33K - $2.94K
|
96.5K
$8.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 8.8% |
$2.48K - $3.13K
|
342
$31.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-40- 78.43% |
$3K - $3.8K
|
11
$1.01K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-50- 17.86% |
$3.75K - $4.75K
|
230
$21.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-50- 65.79% |
$3.75K - $4.75K
|
26
$2.39K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-55- 3.55% |
$4.13K - $5.22K
|
1.5K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-57- 0.78% |
$4.28K - $5.41K
|
7.23K
$665K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 1.71% |
$4.5K - $5.69K
|
3.46K
$318K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-67- 0.66% |
$5.03K - $6.36K
|
10.1K
$929K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-67- 0.07% |
$5.03K - $6.36K
|
95.4K
$8.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-73- 0.3% |
$5.48K - $6.93K
|
24.1K
$2.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-74- 33.64% |
$5.55K - $7.02K
|
146
$13.4K
|