Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
BUY
|
- |
1.49K+ 35.98% |
$93.8K - $144K
|
5.65K
$519K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.4K+ 15.92% |
$87.9K - $135K
|
10.2K
$938K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.39K+ 2.34% |
$87.2K - $133K
|
60.7K
$5.58M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.38K+ 21.22% |
$86.9K - $133K
|
7.9K
$727K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.38K+ 246.96% |
$86.9K - $133K
|
1.94K
$179K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.35K+ 21.93% |
$84.7K - $130K
|
7.5K
$689K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.31KNew |
$82.2K - $126K
|
1.31K
$120K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.3K+ 722.22% |
$81.7K - $125K
|
1.48K
$136K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28KNew |
$80.6K - $123K
|
1.28K
$118K
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.28K+ 8.72% |
$80.1K - $123K
|
15.9K
$1.46M
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.25K+ 6.1% |
$78.2K - $120K
|
21.7K
$1.99M
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.25K+ 164.9% |
$78.2K - $120K
|
2K
$184K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.2K+ 26.78% |
$75.1K - $115K
|
5.66K
$520K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 374.84% |
$73K - $112K
|
1.47K
$135K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.15K+ 17.71% |
$72.1K - $110K
|
7.63K
$702K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.13KNew |
$70.7K - $108K
|
1.13K
$104K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.11K+ 18.72% |
$69.8K - $107K
|
7.05K
$648K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 17.21% |
$65.3K - $99.8K
|
7.08K
$651K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 27.99% |
$65.3K - $99.8K
|
4.75K
$437K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1K+ 18.76% |
$63.1K - $96.5K
|
6.36K
$585K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 32.78% |
$62.8K - $96.1K
|
4.05K
$373K
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
990+ 13.34% |
$62.2K - $95.1K
|
8.41K
$774K
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
990+ 3.88% |
$62.2K - $95.1K
|
26.5K
$2.43M
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
986+ 5.29% |
$61.9K - $94.7K
|
19.6K
$1.81M
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
984+ 10.92% |
$61.8K - $94.6K
|
9.99K
$919K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
973+ 24.5% |
$61.1K - $93.5K
|
4.94K
$455K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
954+ 0.97% |
$59.9K - $91.7K
|
99.1K
$9.11M
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
950+ 2.67% |
$59.7K - $91.3K
|
36.5K
$3.35M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
941+ 591.82% |
$59.1K - $90.4K
|
1.1K
$101K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
901+ 68.52% |
$56.6K - $86.6K
|
2.22K
$204K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
894+ 7.97% |
$56.2K - $85.9K
|
12.1K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
819+ 34.7% |
$51.4K - $78.7K
|
3.18K
$292K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
811+ 7.72% |
$50.9K - $77.9K
|
11.3K
$1.04M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800+ 23.88% |
$50.2K - $76.9K
|
4.15K
$382K
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
800New |
$50.2K - $76.9K
|
800
$73.6K
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
792+ 954.22% |
$49.7K - $76.1K
|
875
$80.5K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
787+ 5.99% |
$49.4K - $75.6K
|
13.9K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
750New |
$47.1K - $72.1K
|
750
$69K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
745+ 16.14% |
$46.8K - $71.6K
|
5.36K
$493K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
730New |
$45.9K - $70.1K
|
730
$67.1K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
725+ 7.87% |
$45.5K - $69.7K
|
9.93K
$914K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
700+ 22.58% |
$44K - $67.3K
|
3.8K
$350K
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
700+ 17.95% |
$44K - $67.3K
|
4.6K
$423K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
669+ 98.96% |
$42K - $64.3K
|
1.35K
$124K
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
661+ 0.96% |
$41.5K - $63.5K
|
69.9K
$6.43M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
657+ 864.47% |
$41.3K - $63.1K
|
733
$67.4K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
650+ 21.67% |
$40.8K - $62.5K
|
3.65K
$336K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
650New |
$40.8K - $62.5K
|
650
$59.8K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
600+ 21.82% |
$37.7K - $57.7K
|
3.35K
$308K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
582+ 0.3% |
$36.6K - $55.9K
|
192K
$17.6M
|