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 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
245New |
$18.8K - $21K
|
245
$22.5K
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
240+ 1.83% |
$18.4K - $20.6K
|
13.3K
$1.23M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
240New |
$18.4K - $20.6K
|
240
$22.1K
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
234+ 1.09% |
$18K - $20K
|
21.7K
$1.99M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
229+ 0.67% |
$17.6K - $19.6K
|
34.7K
$3.19M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
225+ 4.31% |
$17.3K - $19.3K
|
5.45K
$501K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
212+ 0.22% |
$16.3K - $18.2K
|
96.7K
$8.89M
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 3.45% |
$15.3K - $17.1K
|
6K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
189+ 1.8% |
$14.5K - $16.2K
|
10.7K
$983K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
182+ 6.6% |
$14K - $15.6K
|
2.94K
$270K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
180New |
$13.8K - $15.4K
|
180
$16.6K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
179New |
$13.7K - $15.3K
|
179
$16.5K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 21.43% |
$11.5K - $12.8K
|
850
$78.2K
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
139+ 1.38% |
$10.7K - $11.9K
|
10.2K
$941K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
130+ 65.0% |
$9.97K - $11.1K
|
330
$30.4K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$9.74K - $10.9K
|
127
$11.7K
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
125+ 2.33% |
$9.59K - $10.7K
|
5.49K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
121+ 0.81% |
$9.28K - $10.4K
|
15K
$1.38M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
117+ 1.53% |
$8.98K - $10K
|
7.76K
$714K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
116+ 1.15% |
$8.9K - $9.94K
|
10.2K
$939K
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
115+ 0.35% |
$8.82K - $9.85K
|
33.4K
$3.07M
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
115+ 0.51% |
$8.82K - $9.85K
|
22.5K
$2.07M
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
113+ 0.21% |
$8.67K - $9.68K
|
55.2K
$5.08M
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
110+ 0.3% |
$8.44K - $9.42K
|
36.6K
$3.36M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
110+ 3.71% |
$8.44K - $9.42K
|
3.07K
$283K
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100+ 7.01% |
$7.67K - $8.57K
|
1.53K
$140K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 500.0% |
$7.67K - $8.57K
|
120
$11K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$7.67K - $8.57K
|
100
$9.2K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 16.67% |
$7.67K - $8.57K
|
700
$64.4K
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
95+ 0.46% |
$7.29K - $8.14K
|
20.8K
$1.91M
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
90New |
$6.9K - $7.71K
|
90
$8.28K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
81+ 6.74% |
$6.21K - $6.94K
|
1.28K
$118K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
79+ 2.52% |
$6.06K - $6.77K
|
3.22K
$296K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
75+ 2.91% |
$5.75K - $6.42K
|
2.65K
$244K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
65+ 0.68% |
$4.99K - $5.57K
|
9.59K
$882K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
50New |
$3.84K - $4.28K
|
50
$4.6K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50New |
$3.84K - $4.28K
|
50
$4.6K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
49+ 0.36% |
$3.76K - $4.2K
|
13.6K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
36+ 0.28% |
$2.76K - $3.08K
|
12.7K
$1.17M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33+ 0.51% |
$2.53K - $2.83K
|
6.5K
$598K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 2.01% |
$2.3K - $2.57K
|
1.53K
$140K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$2.3K - $2.57K
|
30
$2.76K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27New |
$2.07K - $2.31K
|
27
$2.48K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 16.67% |
$1.92K - $2.14K
|
175
$16.1K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.69K - $1.88K
|
22
$2.02K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.69K - $1.88K
|
22
$2.02K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
21+ 0.16% |
$1.61K - $1.8K
|
12.9K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 8.7% |
$1.53K - $1.71K
|
250
$23K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
14+ 0.21% |
$1.07K - $1.2K
|
6.53K
$600K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9New |
$690 - $771
|
9
$828
|