Amplius Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,006 shares of XBI stock, worth $342,714. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,006

Previous 3,005 0.03%

Holding current value

$342,714

Previous $249,000 20.88%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$83.08 - $100.2 $83 - $100	1 Added 0.03%	3,006 $301,000
Q3 2024 Oct 16, 2024	BUY	$90.87 - $102.43 $90 - $102	1 Added 0.03%	3,005 $296,000
Q2 2024 Jul 22, 2024	BUY	$82.22 - $94.12 $246 - $282	3 Added 0.1%	3,004 $278,000
Q4 2023 Jan 10, 2024	BUY	$64.12 - $90.86 $64 - $90	1 Added 0.03%	3,001 $267,000
Q2 2022 Jul 21, 2022	SELL	$62.81 - $96.09 $6,281 - $9,609	-100 Reduced 3.23%	3,000 $222,000

Q1 2022 May 09, 2022	SELL	$81.07 - $115.44 $1,945 - $2,770	-24 Reduced 0.77%	3,100 $278,000
Q4 2021 Jan 28, 2022	BUY	$108.77 - $134.15 $339,797 - $419,084	3,124 New	3,124 $349,000

Others Institutions Holding XBI

# of Institutions

840

Shares Held

121M

Call Options Held

28.4M

Put Options Held

34.2M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Industry ETFs

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Amplius Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History