Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 332 shares of XBI stock, worth $30,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares

332

Previous 332 -0.0%

Holding current value

$30,537

Previous $32,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$82.22 - $94.12 $21,788 - $24,941	-265 Reduced 44.39%	332 $30,000
Q1 2024 Apr 10, 2024	BUY	$87.05 - $102.89 $23,068 - $27,265	265 Added 79.82%	597 $56,000
Q4 2021 Jan 13, 2022	SELL	$108.77 - $134.15 $71,026 - $87,599	-653 Reduced 66.29%	332 $37,000
Q2 2021 Jul 14, 2021	BUY	$122.48 - $139.69 $3,062 - $3,492	25 Added 2.6%	985 $133,000
Q1 2021 Apr 26, 2021	BUY	$129.36 - $173.99 $15,264 - $20,530	118 Added 14.01%	960 $130,000
Q4 2020 Mar 10, 2021	BUY	$110.36 - $151.14 $92,923 - $127,259	842 New	842 $141,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

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About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History