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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
400+ 52.22% |
$35.9K - $41.6K
|
1.17K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
475New |
$42.7K - $49.4K
|
475
$54.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.2K+ 16.18% |
$197K - $229K
|
15.8K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.6KNew |
$862K - $998K
|
9.6K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
3.4KNew |
$305K - $354K
|
3.4K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.04K+ 28.85% |
$183K - $212K
|
9.11K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2- 11.11% |
$180 - $208
|
16
$1.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40.8K- 98.55% |
$3.67M - $4.24M
|
600
$68.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
64.8KNew |
$5.82M - $6.74M
|
64.8K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
32New |
$2.87K - $3.33K
|
32
$3.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.06K- 99.76% |
$185K - $214K
|
5
$570
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.15KNew |
$283K - $328K
|
3.15K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-55- 2.36% |
$4.94K - $5.72K
|
2.28K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-225- 13.42% |
$20.2K - $23.4K
|
1.45K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
500New |
$44.9K - $52K
|
500
$57K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 0.46% |
$3.14K - $3.64K
|
7.57K
$862K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$154K - $178K
|
27.8K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$2.44M - $2.83M
|
27.2K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6- 0.14% |
$539 - $624
|
4.28K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
717New |
$64.4K - $74.6K
|
717
$81.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2- 0.08% |
$180 - $208
|
2.43K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$8.98K - $10.4K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
16.4KNew |
$1.47M - $1.7M
|
16.4K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
60New |
$5.39K - $6.24K
|
60
$6.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-389- 4.22% |
$34.9K - $40.5K
|
8.83K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
29.2KNew |
$2.63M - $3.04M
|
29.2K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
15KNew |
$1.35M - $1.56M
|
15K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 2.8% |
$6.74K - $7.8K
|
2.76K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-965- 21.12% |
$86.7K - $100K
|
3.61K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-10.3K- 28.65% |
$923K - $1.07M
|
25.6K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 92.74% |
$310K - $359K
|
270
$30.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
307+ 393.59% |
$27.6K - $31.9K
|
385
$43.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
61+ 2.67% |
$5.48K - $6.34K
|
2.35K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$202K - $234K
|
2.25K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36New |
$3.23K - $3.74K
|
36
$4.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-600- 2.92% |
$53.9K - $62.4K
|
20K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.01K+ 224.15% |
$450K - $521K
|
7.25K
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 50.0% |
$718 - $832
|
8
$912
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-78.5K- 75.55% |
$7.05M - $8.17M
|
25.4K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-146- 4.03% |
$13.1K - $15.2K
|
3.48K
$396K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$108K - $125K
|
1.2K
$137K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-333- 10.14% |
$29.9K - $34.6K
|
2.95K
$337K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
11.4KNew |
$1.04M - $1.17M
|
11.4K
$1.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 2.27% |
$4.54K - $5.12K
|
2.25K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
8.9K+ 7.19% |
$809K - $912K
|
133K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
17KNew |
$1.55M - $1.74M
|
17K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ghost Tree Capital, LLC
New York, NY |
BUY
|
PUT |
300KNew |
$27.3M - $30.7M
|
300K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
CALL |
222KNew |
$20.2M - $22.8M
|
222K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.9KNew |
$1.8M - $2.03M
|
19.9K
$2.26M
|
|