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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
90+ 0.27% |
$5.65K - $8.65K
|
33.2K
$3.05M
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
BUY
|
- |
86New |
$5.4K - $8.26K
|
86
$7.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
76New |
$4.77K - $7.3K
|
76
$6.99K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
75+ 16.38% |
$4.71K - $7.21K
|
533
$49K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
75+ 1.98% |
$4.71K - $7.21K
|
3.86K
$355K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
75New |
$4.71K - $7.21K
|
75
$6.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
74New |
$4.65K - $7.11K
|
74
$6.81K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
73+ 1.9% |
$4.59K - $7.01K
|
3.92K
$360K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
72+ 133.33% |
$4.52K - $6.92K
|
126
$11.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
65+ 2.78% |
$4.08K - $6.25K
|
2.4K
$221K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 18.18% |
$3.77K - $5.77K
|
390
$35.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 1.74% |
$3.77K - $5.77K
|
3.52K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
60+ 1.2% |
$3.77K - $5.77K
|
5.08K
$467K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
58+ 0.62% |
$3.64K - $5.57K
|
9.44K
$868K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
50+ 0.84% |
$3.14K - $4.8K
|
5.98K
$550K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
50+ 18.18% |
$3.14K - $4.8K
|
325
$29.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
31+ 0.48% |
$1.95K - $2.98K
|
6.46K
$594K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
30New |
$1.88K - $2.88K
|
30
$2.76K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$1.51K - $2.31K
|
24
$2.21K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
20New |
$1.26K - $1.92K
|
20
$1.84K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
20+ 8.51% |
$1.26K - $1.92K
|
255
$23.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 2.35% |
$1.07K - $1.63K
|
739
$68K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
13New |
$817 - $1.25K
|
13
$1.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
12New |
$754 - $1.15K
|
12
$1.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$188 - $288
|
31.6K
$2.91M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 28.57% |
$126 - $192
|
9
$828
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 50.0% |
$62.8 - $96.1
|
3
$276
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-4Closed |
$251 - $384
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-8Closed |
$502 - $769
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 2.51% |
$565 - $865
|
350
$32.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11- 0.22% |
$691 - $1.06K
|
5.05K
$464K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11- 57.89% |
$691 - $1.06K
|
8
$736
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11- 0.04% |
$691 - $1.06K
|
25.1K
$2.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12Closed |
$754 - $1.15K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 2.97% |
$879 - $1.35K
|
458
$42.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 0.45% |
$942 - $1.44K
|
3.31K
$305K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-18Closed |
$1.13K - $1.73K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-21Closed |
$1.32K - $2.02K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-22Closed |
$1.38K - $2.11K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-22- 68.75% |
$1.38K - $2.11K
|
10
$920
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30Closed |
$1.88K - $2.88K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 7.86% |
$2.01K - $3.07K
|
375
$34.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 0.79% |
$2.07K - $3.17K
|
4.13K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41Closed |
$2.58K - $3.94K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-48- 1.04% |
$3.01K - $4.61K
|
4.57K
$421K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-57- 7.89% |
$3.58K - $5.48K
|
665
$61.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-60Closed |
$3.77K - $5.77K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-60Closed |
$3.77K - $5.77K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-60- 35.71% |
$3.77K - $5.77K
|
108
$9.93K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-75- 0.18% |
$4.71K - $7.21K
|
41.1K
$3.78M
|