Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr S&P Biotech E (XBI)

XBI Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI) during Q4 2023. 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 13, 2024 Q4 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
985
+ 4.98%
$63.2K - $89.5K
20.8K $1.86M
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
938
+ 68.97%
$60.1K - $85.2K
2.3K $206K
Feb 05, 2024 Q4 2023
Conservest Capital Advisors, Inc.

BUY
 -
912
+ 2.4%
$58.5K - $82.9K
39K $3.49M
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
886
+ 2.16%
$56.8K - $80.5K
42K $3.75M
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
865
+ 0.86%
$55.5K - $78.6K
102K $9.08M
Jan 18, 2024 Q4 2023
Values First Advisors, Inc.

BUY
 -
845
+ 46.28%
$54.2K - $76.8K
2.67K $239K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
832
+ 8.98%
$53.3K - $75.6K
10.1K $903K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
809
+ 7.79%
$51.9K - $73.5K
11.2K $1M
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
774
New
$49.6K - $70.3K
774 $69.2K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
749
New
$48K - $68.1K
749 $67K
Feb 14, 2024 Q4 2023
Choate Investment Advisors

Boston, MA
BUY
 -
714
+ 7.79%
$45.8K - $64.9K
9.88K $884K
Feb 07, 2024 Q4 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
696
+ 4.99%
$44.6K - $63.2K
14.6K $1.31M
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
680
+ 3.7%
$43.6K - $61.8K
19.1K $1.7M
Jan 23, 2024 Q4 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
674
+ 4.86%
$43.2K - $61.2K
14.5K $1.3M
Jan 03, 2024 Q4 2023
Marotta Asset Management

BUY
 -
611
+ 0.9%
$39.2K - $55.5K
68.6K $6.13M
Jan 17, 2024 Q4 2023
Patriot Investment Management Inc.

BUY
 -
600
+ 9.61%
$38.5K - $54.5K
6.85K $612K
Jan 19, 2024 Q4 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
565
+ 4.93%
$36.2K - $51.3K
12K $1.08M
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
556
+ 12.18%
$35.7K - $50.5K
5.12K $458K
Feb 05, 2024 Q4 2023
Camden Capital, LLC

BUY
 -
501
+ 4.96%
$32.1K - $45.5K
10.6K $949K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
500
New
$32.1K - $45.4K
500 $44.7K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
492
+ 6150.0%
$31.5K - $44.7K
500 $44.7K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
491
New
$31.5K - $44.6K
491 $43.9K
Jan 22, 2024 Q4 2023
Covenant Asset Management, LLC

BUY
 -
483
+ 17.5%
$31K - $43.9K
3.24K $290K
Sep 06, 2024 Q4 2023
Ted Buchan & CO

San Diego, CA
BUY
 -
477
+ 0.51%
$30.6K - $43.3K
94.5K $8.45M
Feb 14, 2024 Q4 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
465
+ 11.0%
$29.8K - $42.2K
4.69K $420K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

BUY
 -
436
+ 5.37%
$28K - $39.6K
8.55K $765K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
413
+ 9.74%
$26.5K - $37.5K
4.65K $416K
Feb 12, 2024 Q4 2023
Bochk Asset Management LTD

Hong Kong, K3
BUY
 -
400
New
$25.6K - $36.3K
400 $35.8K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
379
New
$24.3K - $34.4K
379 $33.9K
Feb 12, 2024 Q4 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
375
+ 30.12%
$24K - $34.1K
1.62K $145K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
366
+ 411.24%
$23.5K - $33.3K
455 $40.7K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
365
+ 0.61%
$23.4K - $33.2K
59.8K $5.35M
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
345
+ 11.95%
$22.1K - $31.3K
3.23K $289K
Jan 26, 2024 Q4 2023
Seelaus Asset Management LLC

BUY
 -
321
+ 6.91%
$20.6K - $29.2K
4.97K $444K
Jan 10, 2024 Q4 2023
Fulcrum Capital LLC

BUY
 -
313
+ 0.68%
$20.1K - $28.4K
46.1K $4.12M
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
308
+ 0.65%
$19.7K - $28K
48K $4.29M
Feb 13, 2024 Q4 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
305
+ 1.99%
$19.6K - $27.7K
15.6K $1.4M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
300
New
$19.2K - $27.3K
300 $26.8K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
295
+ 3.73%
$18.9K - $26.8K
8.21K $734K
Feb 14, 2024 Q4 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
294
+ 9.35%
$18.9K - $26.7K
3.44K $308K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
284
+ 0.36%
$18.2K - $25.8K
79.8K $7.13M
Feb 12, 2024 Q4 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
275
+ 0.88%
$17.6K - $25K
31.4K $2.81M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
273
+ 4.6%
$17.5K - $24.8K
6.21K $556K
Feb 15, 2024 Q4 2023
Life Pro Asset Management

BUY
 -
272
+ 5.38%
$17.4K - $24.7K
5.33K $477K
Jan 25, 2024 Q4 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
267
+ 6.42%
$17.1K - $24.3K
4.43K $396K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
257
+ 0.47%
$16.5K - $23.4K
55.1K $4.92M
Jan 11, 2024 Q4 2023
Edge Wealth Management LLC

BUY
 -
256
+ 0.23%
$16.4K - $23.3K
112K $10.1M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
250
+ 43.78%
$16K - $22.7K
821 $73.4K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
220
New
$14.1K - $20K
220 $19.7K

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