Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-624- 38.57% |
$47.9K - $53.5K
|
994
$91.4K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-692- 79.09% |
$53.1K - $59.3K
|
183
$16.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-700- 10.25% |
$53.7K - $60K
|
6.13K
$563K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-762- 16.59% |
$58.5K - $65.3K
|
3.83K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-825- 4.26% |
$63.3K - $70.7K
|
18.5K
$1.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-826- 19.5% |
$63.4K - $70.8K
|
3.41K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-829- 1.2% |
$63.6K - $71K
|
68.1K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-833- 4.23% |
$63.9K - $71.4K
|
18.9K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-846- 13.34% |
$64.9K - $72.5K
|
5.49K
$505K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-850- 8.67% |
$65.2K - $72.8K
|
8.95K
$823K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-882- 0.18% |
$67.7K - $75.6K
|
498K
$45.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-912- 1.64% |
$70K - $78.1K
|
54.8K
$5.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-936- 19.22% |
$71.8K - $80.2K
|
3.93K
$362K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-980- 23.72% |
$75.2K - $83.9K
|
3.15K
$290K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.01K- 19.18% |
$77.7K - $86.8K
|
4.27K
$393K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1K- 25.21% |
$84.4K - $94.2K
|
3.26K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.15K- 3.92% |
$88.2K - $98.4K
|
28.2K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.17K- 8.82% |
$89.8K - $100K
|
12.1K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.2K- 29.05% |
$91.9K - $103K
|
2.93K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.2K- 34.29% |
$92.1K - $103K
|
2.3K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.22K- 30.31% |
$93.3K - $104K
|
2.8K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.25K- 15.19% |
$95.5K - $107K
|
6.95K
$639K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.25K- 25.75% |
$95.9K - $107K
|
3.6K
$331K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.28K- 7.34% |
$97.8K - $109K
|
16.1K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.28K- 28.48% |
$98.4K - $110K
|
3.22K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.35K- 19.24% |
$104K - $116K
|
5.67K
$521K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.36K- 8.85% |
$104K - $117K
|
14K
$1.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 27.69% |
$108K - $121K
|
3.69K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 8.84% |
$109K - $122K
|
14.6K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.46K- 64.14% |
$112K - $125K
|
814
$74.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.47K- 11.32% |
$112K - $125K
|
11.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 87.51% |
$115K - $128K
|
214
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.51K- 3.7% |
$116K - $129K
|
39.3K
$3.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.52K- 36.13% |
$117K - $130K
|
2.69K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.54K- 1.34% |
$118K - $131K
|
113K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 29.57% |
$123K - $137K
|
3.81K
$350K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.77K- 8.28% |
$135K - $151K
|
19.6K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.83K- 2.69% |
$140K - $156K
|
66K
$6.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.85K- 2.25% |
$142K - $159K
|
80.6K
$7.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 2.12% |
$144K - $161K
|
86.5K
$7.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.9K- 1.0% |
$146K - $163K
|
188K
$17.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.99K- 31.78% |
$153K - $170K
|
4.27K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2K- 27.68% |
$153K - $171K
|
5.23K
$481K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 9.97% |
$155K - $173K
|
18.3K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.07K- 33.23% |
$158K - $177K
|
4.15K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.19K- 8.3% |
$168K - $187K
|
24.2K
$2.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.19K- 5.48% |
$168K - $188K
|
37.8K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-2.23K- 12.03% |
$171K - $191K
|
16.3K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.3K- 13.64% |
$176K - $197K
|
14.5K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.32K- 5.4% |
$178K - $199K
|
40.6K
$3.73M
|