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 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-330- 0.99% |
$39.2K - $45.7K
|
33.2K
$3.05M
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-346- 9.57% |
$41.1K - $47.9K
|
3.27K
$301K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-350Closed |
$41.5K - $48.5K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-350- 3.77% |
$41.5K - $48.5K
|
8.94K
$822K
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-355- 4.99% |
$42.1K - $49.2K
|
6.75K
$621K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-356- 10.85% |
$42.3K - $49.3K
|
2.92K
$269K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-390- 1.45% |
$46.3K - $54K
|
26.6K
$2.45M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-392- 1.58% |
$46.5K - $54.3K
|
24.4K
$2.24M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-400- 13.4% |
$47.5K - $55.4K
|
2.59K
$238K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 36.36% |
$47.5K - $55.4K
|
700
$64.4K
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-420- 10.47% |
$49.8K - $58.2K
|
3.59K
$330K
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
SELL
|
- |
-433- 14.58% |
$51.4K - $60K
|
2.54K
$233K
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-468- 43.7% |
$55.5K - $64.8K
|
603
$55.5K
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-473- 3.44% |
$56.1K - $65.5K
|
13.3K
$1.22M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-478- 20.49% |
$56.7K - $66.2K
|
1.86K
$171K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-556- 4.14% |
$66K - $77K
|
12.9K
$1.18M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-556- 7.84% |
$66K - $77K
|
6.54K
$601K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-563- 7.35% |
$66.8K - $78K
|
7.1K
$653K
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-589- 13.76% |
$69.9K - $81.6K
|
3.69K
$339K
|
|
Nov 15, 2021
Q3 2021
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-645- 0.85% |
$76.6K - $89.3K
|
75.2K
$6.92M
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-652- 2.63% |
$77.4K - $90.3K
|
24.2K
$2.22M
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-681- 5.15% |
$80.8K - $94.3K
|
12.5K
$1.15M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-695- 17.23% |
$82.5K - $96.3K
|
3.34K
$307K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-704- 7.19% |
$83.6K - $97.5K
|
9.09K
$836K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-714- 12.46% |
$84.7K - $98.9K
|
5.02K
$461K
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-730- 12.83% |
$86.6K - $101K
|
4.96K
$456K
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-747- 1.94% |
$88.7K - $103K
|
37.8K
$3.48M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-776- 9.22% |
$92.1K - $107K
|
7.64K
$703K
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-784- 14.64% |
$93.1K - $109K
|
4.57K
$421K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-785- 25.6% |
$93.2K - $109K
|
2.28K
$210K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-800- 11.4% |
$95K - $111K
|
6.22K
$572K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-831- 7.81% |
$98.6K - $115K
|
9.82K
$903K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-836- 3.53% |
$99.2K - $116K
|
22.8K
$2.1M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-850- 32.04% |
$101K - $118K
|
1.8K
$166K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-855- 7.25% |
$101K - $118K
|
10.9K
$1.01M
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-892- 1.5% |
$106K - $124K
|
58.6K
$5.39M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-1.05K- 24.88% |
$125K - $146K
|
3.18K
$292K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.08K- 40.37% |
$128K - $149K
|
1.59K
$146K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.11K- 6.7% |
$132K - $153K
|
15.4K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.16K- 69.93% |
$137K - $160K
|
497
$45.7K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.2K- 9.72% |
$142K - $166K
|
11.1K
$1.02M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 37.68% |
$153K - $178K
|
2.13K
$196K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.42K- 4.83% |
$168K - $196K
|
27.9K
$2.57M
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.48KClosed |
$175K - $205K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.5KClosed |
$178K - $208K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$178K - $208K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.5KClosed |
$178K - $208K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.51KClosed |
$179K - $209K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.51KClosed |
$179K - $209K
|
0
$0
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-1.53KClosed |
$182K - $212K
|
0
$0
|