Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-250- 2.91% |
$16K - $22.7K
|
8.33K
$745K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-250- 11.34% |
$16K - $22.7K
|
1.95K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-253- 2.24% |
$16.2K - $23K
|
11.1K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-256- 8.0% |
$16.4K - $23.3K
|
2.94K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-270- 2.12% |
$17.3K - $24.5K
|
12.4K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-284- 9.21% |
$18.2K - $25.8K
|
2.8K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-288- 64.29% |
$18.5K - $26.2K
|
160
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-290- 4.27% |
$18.6K - $26.3K
|
6.5K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-295- 0.97% |
$18.9K - $26.8K
|
30.2K
$2.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-300- 6.61% |
$19.2K - $27.3K
|
4.24K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-313- 77.86% |
$20.1K - $28.4K
|
89
$7.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-315- 3.93% |
$20.2K - $28.6K
|
7.71K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-317- 0.91% |
$20.3K - $28.8K
|
34.7K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-320- 6.28% |
$20.5K - $29.1K
|
4.78K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-322- 1.53% |
$20.6K - $29.3K
|
20.8K
$1.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-350- 10.23% |
$22.4K - $31.8K
|
3.07K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-362- 3.27% |
$23.2K - $32.9K
|
10.7K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-405- 7.04% |
$26K - $36.8K
|
5.35K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-411- 20.14% |
$26.4K - $37.3K
|
1.63K
$146K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-411- 14.64% |
$26.4K - $37.3K
|
2.4K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-417- 82.09% |
$26.7K - $37.9K
|
91
$8.14K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-425- 19.79% |
$27.3K - $38.6K
|
1.72K
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-449- 11.08% |
$28.8K - $40.8K
|
3.6K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-460- 15.65% |
$29.5K - $41.8K
|
2.48K
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-465- 7.36% |
$29.8K - $42.2K
|
5.85K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-470- 3.41% |
$30.1K - $42.7K
|
13.3K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-485- 5.29% |
$31.1K - $44.1K
|
8.69K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-485- 15.77% |
$31.1K - $44.1K
|
2.59K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-495- 6.87% |
$31.7K - $45K
|
6.71K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 10.62% |
$32.1K - $45.4K
|
4.21K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-520- 6.53% |
$33.3K - $47.2K
|
7.45K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-523- 2.09% |
$33.5K - $47.5K
|
24.5K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-525- 55.38% |
$33.7K - $47.7K
|
423
$37.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-526- 5.12% |
$33.7K - $47.8K
|
9.74K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-530- 11.04% |
$34K - $48.2K
|
4.27K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-535- 2.03% |
$34.3K - $48.6K
|
25.9K
$2.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-570- 3.69% |
$36.5K - $51.8K
|
14.9K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-581- 97.98% |
$37.3K - $52.8K
|
12
$1.07K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-584- 15.75% |
$37.4K - $53.1K
|
3.12K
$279K
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-600- 2.6% |
$38.5K - $54.5K
|
22.5K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-601- 3.37% |
$38.5K - $54.6K
|
17.2K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-616- 4.23% |
$39.5K - $56K
|
14K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-636- 19.93% |
$40.8K - $57.8K
|
2.56K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-640- 20.34% |
$41K - $58.2K
|
2.51K
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-647- 41.21% |
$41.5K - $58.8K
|
923
$82.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-650- 10.45% |
$41.7K - $59.1K
|
5.57K
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-700- 8.07% |
$44.9K - $63.6K
|
7.98K
$713K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-702- 11.51% |
$45K - $63.8K
|
5.4K
$483K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-718- 7.89% |
$46K - $65.2K
|
8.38K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-730- 42.2% |
$46.8K - $66.3K
|
1K
$89.4K
|