Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.97% |
$2.18K - $2.46K
|
2.5K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
24New |
$2.18K - $2.46K
|
24
$2.21K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.67% |
$2.09K - $2.36K
|
3.47K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17+ 0.6% |
$1.54K - $1.74K
|
2.84K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.7% |
$1.09K - $1.23K
|
1.74K
$160K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11New |
$1K - $1.13K
|
11
$1.01K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$909 - $1.02K
|
10
$920
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
8+ 0.04% |
$727 - $819
|
19.1K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.09% |
$727 - $819
|
8.6K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4New |
$363 - $410
|
4
$368
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$273 - $307
|
3
$276
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.01% |
$273 - $307
|
24.1K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.01% |
$182 - $205
|
20.3K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$182 - $205
|
3.83K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.02% |
$90.9 - $102
|
6.55K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$90.9 - $102
|
4.98K
$458K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.9 - $102
|
3.01K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$90.9 - $102
|
1
$92
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.22% |
$90.9 - $102
|
46
$4.23K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$90.9 - $102
|
19.5K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.03% |
$90.9 - $102
|
2.92K
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$90.9 - $102
|
3.85K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1Closed |
$90.9 - $102
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$182 - $205
|
10.3K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 9.52% |
$182 - $205
|
19
$1.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5- 0.14% |
$454 - $512
|
3.49K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- 0.02% |
$454 - $512
|
29.5K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6- 1.76% |
$545 - $615
|
334
$30.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 9.64% |
$727 - $819
|
75
$6.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10- 0.3% |
$909 - $1.02K
|
3.3K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13- 0.11% |
$1.18K - $1.33K
|
12.2K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-15- 0.59% |
$1.36K - $1.54K
|
2.54K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-17- 4.17% |
$1.54K - $1.74K
|
391
$36K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 0.06% |
$2.18K - $2.46K
|
41K
$3.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-25- 1.02% |
$2.27K - $2.56K
|
2.43K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 2.53% |
$2.73K - $3.07K
|
1.16K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39- 0.35% |
$3.54K - $3.99K
|
11.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-39- 0.3% |
$3.54K - $3.99K
|
13.1K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-39- 0.39% |
$3.54K - $3.99K
|
9.94K
$914K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-40- 0.94% |
$3.63K - $4.1K
|
4.22K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 1.46% |
$3.73K - $4.2K
|
2.76K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43- 4.12% |
$3.91K - $4.4K
|
1K
$92K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-44- 2.0% |
$4K - $4.51K
|
2.15K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-45- 1.36% |
$4.09K - $4.61K
|
3.25K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 3.24% |
$4.54K - $5.12K
|
1.49K
$137K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.99% |
$4.54K - $5.12K
|
1.63K
$149K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 25.94% |
$5K - $5.63K
|
157
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-57- 1.11% |
$5.18K - $5.84K
|
5.08K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-60- 2.58% |
$5.45K - $6.15K
|
2.27K
$209K
|