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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-483- 0.25% |
$36.3K - $45.8K
|
190K
$17.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-489- 0.81% |
$36.7K - $46.4K
|
59.7K
$5.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-500- 0.68% |
$37.5K - $47.5K
|
73K
$6.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-503- 1.12% |
$37.8K - $47.7K
|
44.5K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-505- 67.33% |
$37.9K - $47.9K
|
245
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-520- 0.92% |
$39K - $49.3K
|
55.7K
$5.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-530- 6.3% |
$39.8K - $50.3K
|
7.88K
$725K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-552- 2.12% |
$41.4K - $52.4K
|
25.5K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-556- 7.73% |
$41.7K - $52.8K
|
6.64K
$611K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-587- 15.75% |
$44.1K - $55.7K
|
3.14K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-657- 89.63% |
$49.3K - $62.3K
|
76
$6.99K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-671- 8.95% |
$50.4K - $63.7K
|
6.83K
$628K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-697- 5.77% |
$52.3K - $66.1K
|
11.4K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 15.22% |
$52.5K - $66.4K
|
3.9K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-700- 6.25% |
$52.5K - $66.4K
|
10.5K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-700- 8.4% |
$52.5K - $66.4K
|
7.63K
$702K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-732- 5.96% |
$54.9K - $69.5K
|
11.5K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-750- 9.0% |
$56.3K - $71.2K
|
7.59K
$698K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-783- 15.84% |
$58.8K - $74.3K
|
4.16K
$383K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-803- 14.19% |
$60.3K - $76.2K
|
4.85K
$446K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-805- 12.05% |
$60.4K - $76.4K
|
5.88K
$541K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-856- 2.06% |
$64.3K - $81.2K
|
40.8K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-866- 11.4% |
$65K - $82.2K
|
6.73K
$619K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-898- 3.54% |
$67.4K - $85.2K
|
24.5K
$2.25M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-957- 19.98% |
$71.8K - $90.8K
|
3.83K
$352K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-963- 10.21% |
$72.3K - $91.4K
|
8.47K
$779K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1K- 23.19% |
$75.1K - $94.9K
|
3.31K
$305K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02K- 36.78% |
$76.7K - $97K
|
1.76K
$162K
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.09K- 1.93% |
$81.5K - $103K
|
55.1K
$5.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.13K- 20.53% |
$84.6K - $107K
|
4.36K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.14K- 17.92% |
$85.5K - $108K
|
5.22K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.15K- 35.13% |
$86.3K - $109K
|
2.12K
$195K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-1.16K- 2.03% |
$86.8K - $110K
|
56K
$5.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-1.16K- 28.19% |
$87.1K - $110K
|
2.96K
$272K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.17K- 23.0% |
$87.4K - $111K
|
3.9K
$359K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.21K- 25.47% |
$90.8K - $115K
|
3.54K
$326K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.27K- 57.4% |
$95.5K - $121K
|
944
$86.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.32K- 89.32% |
$99.2K - $125K
|
158
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.37K- 7.64% |
$103K - $130K
|
16.6K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.37K- 6.04% |
$103K - $130K
|
21.3K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 8.78% |
$103K - $131K
|
14.3K
$1.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.39K- 5.9% |
$105K - $132K
|
22.2K
$2.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.41K- 6.15% |
$105K - $133K
|
21.4K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.41K- 40.27% |
$106K - $134K
|
2.09K
$192K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.44K- 7.79% |
$108K - $136K
|
17K
$1.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.44K- 3.05% |
$108K - $137K
|
45.9K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.64K- 11.79% |
$123K - $156K
|
12.3K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.66K- 15.11% |
$125K - $158K
|
9.34K
$859K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.75K- 29.2% |
$131K - $166K
|
4.24K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.8K- 25.39% |
$135K - $171K
|
5.28K
$486K
|