Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
3.5KNew |
$415K - $485K
|
3.5K
$322K
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
3.41K+ 6.07% |
$405K - $472K
|
59.6K
$5.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.4KNew |
$404K - $471K
|
3.4K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.33K+ 9.96% |
$395K - $461K
|
36.8K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.31KNew |
$393K - $459K
|
3.31K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$374K - $436K
|
3.15K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.12K+ 2.33% |
$370K - $432K
|
137K
$12.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 6.16% |
$362K - $422K
|
52.6K
$4.84M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.04K+ 4.82% |
$361K - $422K
|
66.2K
$6.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 12.1% |
$347K - $404K
|
27.1K
$2.49M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.85K+ 55.13% |
$339K - $395K
|
8.03K
$738K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.79KNew |
$331K - $387K
|
2.79K
$257K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 6.24% |
$323K - $377K
|
46.3K
$4.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.62K+ 21.31% |
$311K - $363K
|
14.9K
$1.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.61K+ 49.86% |
$310K - $361K
|
7.84K
$721K
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.58K+ 8.92% |
$306K - $357K
|
31.5K
$2.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
2.46K+ 150.7% |
$292K - $341K
|
4.09K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.43K+ 21.28% |
$289K - $337K
|
13.9K
$1.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$285K - $332K
|
2.4K
$221K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.39K+ 131.41% |
$284K - $331K
|
4.21K
$387K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$272K - $317K
|
2.29K
$211K
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
BUY
|
- |
2.2K+ 2.1% |
$261K - $305K
|
107K
$9.84M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.19KNew |
$260K - $304K
|
2.19K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.09K+ 2.93% |
$248K - $289K
|
73.5K
$6.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.06K+ 23.92% |
$244K - $285K
|
10.6K
$979K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
2.05K+ 2.16% |
$244K - $284K
|
97.2K
$8.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 26.16% |
$238K - $278K
|
9.69K
$891K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.94KNew |
$231K - $269K
|
1.94K
$179K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
1.92K+ 2.81% |
$228K - $266K
|
70.4K
$6.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.91K+ 16.32% |
$226K - $264K
|
13.6K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.89K+ 24.57% |
$224K - $262K
|
9.58K
$881K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.88K+ 15.5% |
$224K - $261K
|
14K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
1.85K+ 121.47% |
$220K - $256K
|
3.37K
$310K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1.81K+ 17.97% |
$215K - $251K
|
11.9K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.65K+ 45.14% |
$196K - $229K
|
5.32K
$489K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.57K+ 5.65% |
$186K - $218K
|
29.4K
$2.7M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.5K+ 21.87% |
$177K - $207K
|
8.33K
$766K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.44K+ 14.27% |
$171K - $199K
|
11.5K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.37K+ 40.92% |
$163K - $190K
|
4.73K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.31K+ 8.27% |
$156K - $182K
|
17.2K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3K+ 30.08% |
$154K - $180K
|
5.61K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 2.05% |
$153K - $179K
|
64.3K
$5.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.28K+ 5.32% |
$151K - $177K
|
25.3K
$2.32M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.27K+ 2.44% |
$151K - $176K
|
53.3K
$4.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.2K+ 39.11% |
$142K - $166K
|
4.27K
$393K
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
1.17K+ 3.25% |
$139K - $162K
|
37.2K
$3.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.13K+ 170.14% |
$134K - $156K
|
1.79K
$165K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.1K+ 137.5% |
$131K - $152K
|
1.9K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.09K+ 37.96% |
$130K - $151K
|
3.97K
$365K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.09K+ 3.1% |
$129K - $151K
|
36.2K
$3.33M
|