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 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.15KNew |
$195K - $220K
|
2.15K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
2.14KNew |
$194K - $219K
|
2.14K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.12K+ 452.45% |
$193K - $217K
|
2.59K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.1K+ 41.76% |
$191K - $215K
|
7.13K
$638K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$191K - $215K
|
2.1K
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.09KNew |
$190K - $214K
|
2.09K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
2.08KNew |
$189K - $213K
|
2.08K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 9.08% |
$187K - $211K
|
24.7K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.05KNew |
$186K - $209K
|
2.05K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2K+ 35.71% |
$182K - $205K
|
7.6K
$680K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 22.04% |
$168K - $189K
|
10.2K
$916K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.78K+ 7.82% |
$162K - $182K
|
24.6K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.77K+ 15.56% |
$161K - $181K
|
13.2K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.73K+ 5.35% |
$157K - $177K
|
34K
$3.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 74.68% |
$155K - $175K
|
4K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.66KNew |
$151K - $170K
|
1.66K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.59K+ 11.04% |
$144K - $163K
|
16K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.58KNew |
$143K - $162K
|
1.58K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.53K+ 0.69% |
$139K - $157K
|
225K
$20.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 4.54% |
$130K - $147K
|
33K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
1.41KNew |
$128K - $144K
|
1.41K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.4K+ 0.86% |
$127K - $143K
|
165K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.38K+ 4.21% |
$125K - $141K
|
34.2K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.31K+ 7.43% |
$119K - $134K
|
18.9K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.3K+ 14.18% |
$118K - $133K
|
10.5K
$935K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 34.74% |
$114K - $129K
|
4.89K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 11345.45% |
$113K - $128K
|
1.26K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.23K+ 23.22% |
$112K - $126K
|
6.54K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.23K+ 9.04% |
$111K - $126K
|
14.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.21K+ 7.9% |
$110K - $124K
|
16.5K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.19KNew |
$108K - $122K
|
1.19K
$106K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.19K+ 35.51% |
$108K - $121K
|
4.52K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 0.8% |
$107K - $121K
|
149K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.17K+ 1.25% |
$106K - $119K
|
94K
$8.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 2.58% |
$100K - $113K
|
43.7K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.08K+ 66.54% |
$98K - $110K
|
2.7K
$241K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 7173.33% |
$97.8K - $110K
|
1.09K
$97.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01K+ 5.56% |
$91.7K - $103K
|
19.2K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1K+ 4.85% |
$91.1K - $103K
|
21.7K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1K+ 30.56% |
$91.1K - $103K
|
4.28K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
915+ 36.31% |
$83.1K - $93.7K
|
3.44K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
867+ 6.24% |
$78.8K - $88.8K
|
14.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
860+ 39.63% |
$78.1K - $88.1K
|
3.03K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
857+ 31.28% |
$77.9K - $87.8K
|
3.6K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
800+ 3.81% |
$72.7K - $81.9K
|
21.8K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
746+ 27.96% |
$67.8K - $76.4K
|
3.41K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
730+ 12.29% |
$66.3K - $74.8K
|
6.67K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
727+ 2.83% |
$66.1K - $74.5K
|
26.4K
$2.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
727+ 28.42% |
$66.1K - $74.5K
|
3.29K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
701+ 21.91% |
$63.7K - $71.8K
|
3.9K
$349K
|