Sequoia Financial Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,752 shares of XBI stock, worth $329,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,752

Previous 4,002 6.25%

Holding current value

$329,500

Previous $395,000 14.68%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$89.81 - $104.0 $22,452 - $26,000	-250 Reduced 6.25%	3,752 $337,000
Q3 2024 Oct 21, 2024	BUY	$90.87 - $102.43 $155,478 - $175,257	1,711 Added 74.68%	4,002 $395,000
Q2 2024 Jul 15, 2024	SELL	$82.22 - $94.12 $371,552 - $425,328	-4,519 Reduced 66.36%	2,291 $212,000
Q1 2024 Apr 30, 2024	BUY	$87.05 - $102.89 $73,296 - $86,633	842 Added 14.11%	6,810 $646,000
Q4 2023 Jan 25, 2024	BUY	$64.12 - $90.86 $382,668 - $542,252	5,968 New	5,968 $532,000
Q2 2023 Aug 08, 2023	BUY	$75.38 - $90.23 $189,957 - $227,379	2,520 New	2,520 $209,000
Q2 2022 Jul 22, 2022	SELL	$62.81 - $96.09 $140,317 - $214,665	-2,234 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$81.07 - $115.44 $27,077 - $38,556	334 Added 17.58%	2,234 $201,000
Q4 2021 Feb 11, 2022	BUY	$108.77 - $134.15 $206,663 - $254,885	1,900 New	1,900 $213,000
Q3 2021 Oct 26, 2021	SELL	$118.69 - $138.49 $221,950 - $258,976	-1,870 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$122.48 - $139.69 $9,186 - $10,476	-75 Reduced 3.86%	1,870 $253,000
Q1 2021 May 14, 2021	SELL	$129.36 - $173.99 $136,992 - $184,255	-1,059 Reduced 35.25%	1,945 $264,000
Q4 2020 Feb 12, 2021	BUY	$110.36 - $151.14 $118,305 - $162,022	1,072 Added 55.49%	3,004 $423,000
Q3 2020 Oct 23, 2020	BUY	$103.87 - $120.36 $200,676 - $232,535	1,932 New	1,932 $215,000

Others Institutions Holding XBI

# of Institutions

914

Shares Held

102M

Call Options Held

27.4M

Put Options Held

38.6M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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Sequoia Financial Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History