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

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 175 shares of XBI stock, worth $19,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 175 -0.0%
Holding current value
$19,951
Previous $14,000 21.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$69.8 - $85.28 $6,980 - $8,528
-100 Reduced 36.36%
175 $14,000
Q3 2024

Oct 25, 2024
SELL
$90.87 - $102.43 $17,083 - $19,256
-188 Reduced 40.6%
275 $27,000
Q1 2024

May 13, 2024
SELL
$87.05 - $102.89 $1,392 - $1,646
-16 Reduced 3.34%
463 $43,000
Q4 2023

Feb 09, 2024
BUY
$64.12 - $90.86 $1,025 - $1,453
16 Added 3.46%
479 $42,000
Q4 2022

Jan 19, 2023
SELL
$76.72 - $85.66 $11,891 - $13,277
-155 Reduced 25.08%
463 $0
Q3 2022

Nov 14, 2022
BUY
$75.06 - $94.9 $6,380 - $8,066
85 Added 15.95%
618 $49,000
Q2 2022

Aug 15, 2022
BUY
$62.81 - $96.09 $4,710 - $7,206
75 Added 16.38%
533 $40,000
Q1 2022

May 16, 2022
BUY
$81.07 - $115.44 $810 - $1,154
10 Added 2.23%
458 $41,000
Q4 2021

Feb 14, 2022
BUY
$108.77 - $134.15 $11,094 - $13,683
102 Added 29.48%
448 $50,000
Q3 2021

Nov 12, 2021
BUY
$118.69 - $138.49 $41,066 - $47,917
346 New
346 $43,000

Others Institutions Holding XBI

# of Institutions
872
Shares Held
122M
Call Options Held
28.3M
Put Options Held
34.2M
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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