Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
- |
-723- 3.23% |
$65.7K - $74.1K
|
21.6K
$1.94M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-727- 7.21% |
$66.1K - $74.5K
|
9.36K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-826- 6.12% |
$75.1K - $84.6K
|
12.7K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-827- 94.51% |
$75.1K - $84.7K
|
48
$4.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-839- 23.37% |
$76.2K - $85.9K
|
2.75K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-850- 35.42% |
$77.2K - $87.1K
|
1.55K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-861- 1.33% |
$78.2K - $88.2K
|
63.8K
$5.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-861- 8.54% |
$78.2K - $88.2K
|
9.22K
$825K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-875- 13.83% |
$79.5K - $89.6K
|
5.45K
$488K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-904- 3.68% |
$82.1K - $92.6K
|
23.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-907- 14.11% |
$82.4K - $92.9K
|
5.52K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-913- 15.4% |
$83K - $93.5K
|
5.02K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-971- 7.32% |
$88.2K - $99.5K
|
12.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-973- 12.21% |
$88.4K - $99.7K
|
7K
$626K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 10.27% |
$91.9K - $104K
|
8.83K
$790K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 3.85% |
$93.1K - $105K
|
25.6K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.03K- 0.54% |
$94K - $106K
|
190K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.08K- 9.5% |
$98.2K - $111K
|
10.3K
$921K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.16K- 0.74% |
$105K - $119K
|
155K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.2K- 14.43% |
$109K - $123K
|
7.12K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.26K- 8.51% |
$115K - $129K
|
13.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.3K- 0.5% |
$118K - $133K
|
260K
$23.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.33K- 50.68% |
$121K - $137K
|
1.3K
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.4K- 25.78% |
$128K - $144K
|
4.04K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 4.66% |
$128K - $145K
|
28.9K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.16% |
$129K - $146K
|
64.4K
$5.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.44K- 1.36% |
$131K - $147K
|
105K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 15.01% |
$136K - $154K
|
8.49K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.52K- 3.55% |
$138K - $156K
|
41.3K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.59K- 23.69% |
$144K - $162K
|
5.11K
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.59K- 3.87% |
$145K - $163K
|
39.6K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 34.22% |
$152K - $172K
|
3.22K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 7.77% |
$154K - $174K
|
20.2K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.71K- 0.7% |
$155K - $175K
|
243K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 29.49% |
$155K - $175K
|
4.09K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.73K- 7.95% |
$157K - $177K
|
20K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.76K- 11.33% |
$160K - $180K
|
13.8K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.81K- 3.28% |
$164K - $185K
|
53.3K
$4.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.81K- 2.72% |
$164K - $185K
|
64.8K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.87K- 2.36% |
$170K - $192K
|
77.4K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.95K- 3.41% |
$177K - $199K
|
55.2K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.98K- 18.55% |
$180K - $202K
|
8.67K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2K- 83.34% |
$182K - $205K
|
400
$35.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.08K- 7.29% |
$189K - $213K
|
26.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.11K- 32.0% |
$192K - $216K
|
4.48K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-2.17K- 6.18% |
$197K - $222K
|
32.8K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.21K- 40.66% |
$201K - $227K
|
3.23K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.27K- 1.42% |
$206K - $232K
|
157K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.3K- 33.16% |
$209K - $236K
|
4.64K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.45K- 2.68% |
$223K - $251K
|
88.9K
$7.95M
|