Latest Institutional Purchases of Spdr Ser Tr Spdr S&P Biotech E (XBI)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Biotech E (XBI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
524New |
$47.6K - $53.7K
|
524
$46.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
500New |
$45.4K - $51.2K
|
500
$44.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
480+ 6.6% |
$43.6K - $49.2K
|
7.75K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
474+ 1.15% |
$43.1K - $48.6K
|
41.5K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
454+ 5.45% |
$41.3K - $46.5K
|
8.78K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
440+ 564.1% |
$40K - $45.1K
|
518
$46.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
435+ 1.79% |
$39.5K - $44.6K
|
24.7K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
424+ 0.4% |
$38.5K - $43.4K
|
105K
$9.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
400New |
$36.3K - $41K
|
400
$35.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 12.31% |
$36.3K - $41K
|
3.65K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
391+ 2.97% |
$35.5K - $40.1K
|
13.6K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
372+ 1.24% |
$33.8K - $38.1K
|
30.4K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
366+ 1.77% |
$33.3K - $37.5K
|
21.1K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
362+ 8.23% |
$32.9K - $37.1K
|
4.76K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 0.98% |
$30.9K - $34.8K
|
35.1K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
329+ 4.25% |
$29.9K - $33.7K
|
8.08K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
325+ 3.73% |
$29.5K - $33.3K
|
9.05K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
315+ 12.47% |
$28.6K - $32.3K
|
2.84K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
308+ 12.61% |
$28K - $31.5K
|
2.75K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
301+ 6.95% |
$27.4K - $30.8K
|
4.63K
$414K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
301+ 25.08% |
$27.4K - $30.8K
|
1.5K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
299+ 8.16% |
$27.2K - $30.6K
|
3.96K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
265+ 10.86% |
$24.1K - $27.1K
|
2.71K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
244+ 1.0% |
$22.2K - $25K
|
24.6K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
244+ 10.05% |
$22.2K - $25K
|
2.67K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
242+ 4.23% |
$22K - $24.8K
|
5.96K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
240New |
$21.8K - $24.6K
|
240
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
239+ 3.59% |
$21.7K - $24.5K
|
6.89K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232+ 2.07% |
$21.1K - $23.8K
|
11.4K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
231+ 6.62% |
$21K - $23.7K
|
3.72K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
228+ 0.88% |
$20.7K - $23.4K
|
26.2K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222+ 18.88% |
$20.2K - $22.7K
|
1.4K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
218+ 0.38% |
$19.8K - $22.3K
|
56.9K
$5.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
209+ 1.39% |
$19K - $21.4K
|
15.3K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
207+ 4.77% |
$18.8K - $21.2K
|
4.54K
$406K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 3.35% |
$18.2K - $20.5K
|
6.17K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
200+ 3.92% |
$18.2K - $20.5K
|
5.3K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 7.17% |
$18.1K - $20.4K
|
2.98K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 101.53% |
$18.1K - $20.4K
|
395
$35.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188+ 2.13% |
$17.1K - $19.3K
|
9.02K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
183+ 300.0% |
$16.6K - $18.7K
|
244
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
180New |
$16.4K - $18.4K
|
180
$16.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
179+ 0.9% |
$16.3K - $18.3K
|
20.1K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 6.79% |
$15.4K - $17.4K
|
2.67K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
166+ 3.87% |
$15.1K - $17K
|
4.45K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
165+ 0.52% |
$15K - $16.9K
|
32.1K
$2.87M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
160+ 6.04% |
$14.5K - $16.4K
|
2.81K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
157+ 2.37% |
$14.3K - $16.1K
|
6.77K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
156+ 3.97% |
$14.2K - $16K
|
4.09K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
155+ 1.17% |
$14.1K - $15.9K
|
13.5K
$1.2M
|