Mount Yale Investment Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,842 shares of XBI stock, worth $261,407. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,842

Previous 2,527 12.47%

Holding current value

$261,407

Previous $234,000 19.66%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$90.87 - $102.43 $28,624 - $32,265	315 Added 12.47%	2,842 $280,000
Q2 2024 Aug 13, 2024	SELL	$82.22 - $94.12 $6,577 - $7,529	-80 Reduced 3.07%	2,527 $234,000
Q1 2024 May 15, 2024	SELL	$87.05 - $102.89 $4,526 - $5,350	-52 Reduced 1.96%	2,607 $247,000
Q4 2023 Feb 12, 2024	BUY	$64.12 - $90.86 $170,495 - $241,596	2,659 New	2,659 $237,000
Q2 2023 Aug 14, 2023	SELL	$75.38 - $90.23 $17,865 - $21,384	-237 Reduced 7.98%	2,733 $227,000
Q1 2023 May 11, 2023	BUY	$73.13 - $91.97 $217,196 - $273,150	2,970 New	2,970 $226,000
Q4 2018 Feb 14, 2019	SELL	N/A	-857 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	57 Added 7.12%	857 $73,000
Q2 2018 Aug 22, 2018	BUY	N/A	800 New	800 $76,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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Mount Yale Investment Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History