Latest Institutional Transactions on Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Biotech E (XBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
3.22K+ 1.77% |
$289K - $334K
|
185K
$17.1M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 10.72% |
$150K - $174K
|
17.2K
$1.59M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.9K+ 5.21% |
$440K - $510K
|
98.9K
$9.14M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 16.65% |
$298K - $345K
|
16.6K
$1.53M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.25K- 16.31% |
$112K - $130K
|
6.4K
$592K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 61.55% |
$29.2K - $33.8K
|
203
$18.8K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
717New |
$64.4K - $74.6K
|
717
$66.3K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.41K+ 1.34% |
$126K - $146K
|
107K
$9.87M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2- 0.08% |
$180 - $208
|
2.43K
$224K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
236+ 8.3% |
$21.2K - $24.5K
|
3.08K
$285K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$8.98K - $10.4K
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
796+ 3.04% |
$71.5K - $82.8K
|
27K
$2.5M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.35K- 27.33% |
$121K - $140K
|
3.58K
$331K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
16.4KNew |
$1.47M - $1.7M
|
16.4K
$1.51M
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
231KNew |
$20.8M - $24M
|
231K
$21.4M
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.4K+ 10.4% |
$216K - $250K
|
25.5K
$2.36M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
5KNew |
$449K - $520K
|
5K
$462K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.22K- 3.8% |
$110K - $127K
|
30.9K
$2.86M
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-100K- 33.33% |
$8.98M - $10.4M
|
200K
$18.5M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$5.39K - $6.24K
|
60
$5.55K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.49KNew |
$493K - $571K
|
5.49K
$507K
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-389- 4.22% |
$34.9K - $40.5K
|
8.83K
$817K
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
29.2KNew |
$2.63M - $3.04M
|
29.2K
$2.7M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 14.43% |
$1M - $1.16M
|
66.2K
$6.12M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
15KNew |
$1.35M - $1.56M
|
15K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
441+ 4.87% |
$39.6K - $45.9K
|
9.49K
$877K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-34- 0.8% |
$3.05K - $3.54K
|
4.21K
$389K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.25K- 6.6% |
$112K - $130K
|
17.7K
$1.64M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
924New |
$83K - $96.1K
|
924
$85.4K
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.15KNew |
$282K - $327K
|
3.15K
$291K
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-15.1K- 65.31% |
$1.36M - $1.57M
|
8.02K
$742K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.05K- 28.27% |
$543K - $629K
|
15.3K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.56K+ 48.2% |
$140K - $162K
|
4.79K
$443K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 2.8% |
$6.74K - $7.8K
|
2.76K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.25K- 99.92% |
$471K - $546K
|
4
$370
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.05K+ 1.69% |
$184K - $213K
|
124K
$11.4M
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
25+ 0.13% |
$2.25K - $2.6K
|
19.2K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-965- 21.12% |
$86.7K - $100K
|
3.61K
$333K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-163- 1.1% |
$14.6K - $17K
|
14.6K
$1.35M
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.08K+ 2.6% |
$97.1K - $112K
|
42.6K
$3.94M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
860+ 23.56% |
$77.2K - $89.4K
|
4.51K
$417K
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.1K+ 87.5% |
$189K - $218K
|
4.5K
$416K
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-10.3K- 28.65% |
$923K - $1.07M
|
25.6K
$2.37M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
196+ 1.63% |
$17.6K - $20.4K
|
12.2K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375- 5.82% |
$33.7K - $39K
|
6.06K
$561K
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.25K+ 101.78% |
$651K - $753K
|
14.4K
$1.33M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 92.74% |
$310K - $359K
|
270
$25K
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-3.16K- 1.66% |
$284K - $329K
|
187K
$17.3M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
769+ 9.52% |
$69.1K - $80K
|
8.85K
$818K
|