Big Sur Wealth Management LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 6,500 shares of XBI stock, worth $643,240. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,500
Previous 3,000 116.67%
Holding current value
$643,240
Previous $278,000 130.94%
% of portfolio
0.18%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$90.87 - $102.43 $318,045 - $358,505
3,500 Added 116.67%
6,500 $642,000
Q2 2024

Jul 22, 2024
SELL
$82.22 - $94.12 $402,878 - $461,188
-4,900 Reduced 62.03%
3,000 $278,000
Q1 2024

May 21, 2024
BUY
$87.05 - $102.89 $426,545 - $504,161
4,900 Added 163.33%
7,900 $749,000
Q2 2023

Aug 14, 2023
BUY
$75.38 - $90.23 $113,070 - $135,345
1,500 Added 100.0%
3,000 $249,000
Q4 2019

Jan 30, 2020
BUY
$74.65 - $98.46 $111,975 - $147,690
1,500 New
1,500 $143,000

Others Institutions Holding XBI

# of Institutions
888
Shares Held
95.7M
Call Options Held
18.4M
Put Options Held
31.6M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
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