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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.34K- 18.28% |
$179K - $200K
|
10.4K
$960K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.34K- 9.96% |
$180K - $201K
|
21.2K
$1.95M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.39K- 66.39% |
$184K - $205K
|
1.21K
$111K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-2.5K- 9.8% |
$191K - $214K
|
23K
$2.11M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.55KClosed |
$196K - $219K
|
0
$0
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.57KClosed |
$197K - $220K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.65KClosed |
$203K - $227K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-2.7K- 3.03% |
$207K - $231K
|
86.3K
$7.94M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.8K- 58.04% |
$215K - $240K
|
2.02K
$186K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.86K- 1.65% |
$219K - $245K
|
170K
$15.7M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.86K- 8.2% |
$219K - $245K
|
32K
$2.95M
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-2.94K- 51.98% |
$225K - $251K
|
2.71K
$249K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.05K- 30.19% |
$234K - $261K
|
7.05K
$648K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.06K- 38.64% |
$235K - $262K
|
4.87K
$447K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.07KClosed |
$236K - $263K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.09K- 17.08% |
$237K - $265K
|
15K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.27K- 13.41% |
$251K - $280K
|
21.1K
$1.94M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.4K- 2.8% |
$261K - $291K
|
118K
$10.9M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.43K- 51.78% |
$263K - $294K
|
3.19K
$294K
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.56K- 45.22% |
$273K - $305K
|
4.32K
$397K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.58K- 37.86% |
$275K - $307K
|
5.88K
$540K
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.69K- 12.64% |
$283K - $316K
|
25.5K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.73K- 32.27% |
$286K - $319K
|
7.82K
$719K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.75K- 36.79% |
$288K - $321K
|
6.44K
$593K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.04K- 84.2% |
$310K - $346K
|
758
$69.7K
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.06K- 13.4% |
$311K - $348K
|
26.2K
$2.41M
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.1K- 0.34% |
$315K - $351K
|
1.2M
$110M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.21K- 6.27% |
$323K - $361K
|
62.9K
$5.79M
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.22K- 4.75% |
$324K - $361K
|
84.6K
$7.78M
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-4.32K- 60.47% |
$331K - $370K
|
2.82K
$260K
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-4.47K- 50.71% |
$343K - $382K
|
4.34K
$399K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.71K- 48.53% |
$361K - $403K
|
4.99K
$459K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.95K- 26.52% |
$379K - $424K
|
13.7K
$1.26M
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5.24K- 2.58% |
$402K - $449K
|
198K
$18.2M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.44K- 12.9% |
$417K - $466K
|
36.7K
$3.38M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.48K- 2.05% |
$420K - $469K
|
262K
$24.1M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.49K- 25.69% |
$421K - $470K
|
15.9K
$1.46M
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-5.63K- 28.64% |
$432K - $482K
|
14K
$1.29M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-5.9K- 13.06% |
$453K - $505K
|
39.3K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.92K- 15.62% |
$454K - $507K
|
32K
$2.94M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.13K- 6.48% |
$470K - $525K
|
88.5K
$8.14M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.45K- 4.74% |
$495K - $553K
|
130K
$11.9M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-6.64K- 19.63% |
$509K - $569K
|
27.2K
$2.5M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.09K- 2.68% |
$544K - $607K
|
258K
$23.7M
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-7.13K- 12.13% |
$547K - $611K
|
51.7K
$4.75M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.14K- 59.43% |
$547K - $611K
|
4.87K
$448K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.21K- 65.02% |
$553K - $618K
|
3.88K
$357K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.28K- 7.23% |
$558K - $623K
|
93.3K
$8.58M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-7.33K- 28.17% |
$563K - $628K
|
18.7K
$1.72M
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.48K- 2.76% |
$574K - $641K
|
263K
$24.2M
|