Wealth Plan Partners, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$75.38 - $90.23 $6,407 - $7,669
-85 Reduced 4.04%
2,017 $168 Million
Q1 2023

May 10, 2023
BUY
$73.13 - $91.97 $153,719 - $193,320
2,102 New
2,102 $160 Million
Q4 2022

Feb 16, 2023
SELL
$76.72 - $85.66 $235,607 - $263,061
-3,071 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$81.07 - $115.44 $45,561 - $64,877
-562 Reduced 15.47%
3,071 $227,000
Q4 2021

Feb 01, 2022
SELL
$108.77 - $134.15 $882,777 - $1.09 Million
-8,116 Reduced 69.08%
3,633 $339,000
Q3 2021

Dec 09, 2021
BUY
$118.69 - $138.49 $22,195 - $25,897
187 Added 1.62%
11,749 $0
Q2 2021

Aug 19, 2021
SELL
$122.48 - $139.69 $6,368 - $7,263
-52 Reduced 0.45%
11,562 $1.45 Million
Q1 2021

May 11, 2021
SELL
$129.36 - $173.99 $17,981 - $24,184
-139 Reduced 1.18%
11,614 $1.51 Million
Q4 2020

Feb 09, 2021
BUY
$110.36 - $151.14 $55,952 - $76,627
507 Added 4.51%
11,753 $1.91 Million
Q3 2020

Dec 18, 2020
BUY
$103.87 - $120.36 $32,615 - $37,793
314 Added 2.87%
11,246 $1.39 Million
Q2 2020

Aug 19, 2020
BUY
$73.26 - $114.17 $9,670 - $15,070
132 Added 1.22%
10,932 $1.22 Million
Q1 2020

May 15, 2020
BUY
$65.95 - $98.35 $791 - $1,180
12 Added 0.11%
10,800 $1.07 Million
Q4 2019

Feb 14, 2020
BUY
$74.65 - $98.46 $2,986 - $3,938
40 Added 0.37%
10,788 $1.06 Million
Q3 2019

Nov 15, 2019
SELL
$76.25 - $83.86 $18,147 - $19,958
-238 Reduced 2.17%
10,748 $905,000
Q2 2019

Aug 19, 2019
SELL
N/A
-37 Reduced 0.34%
10,986 $919,000
Q1 2019

May 16, 2019
SELL
N/A
-257 Reduced 2.28%
11,023 $909,000
Q4 2018

Feb 20, 2019
SELL
N/A
-1,065 Reduced 8.63%
11,280 $977,000
Q3 2018

Nov 21, 2018
BUY
N/A
296 Added 2.46%
12,345 $944,000
Q2 2018

Aug 16, 2018
BUY
N/A
560 Added 4.87%
12,049 $1.15 Million
Q1 2018

May 16, 2018
BUY
N/A
11,489 New
11,489 $1.01 Million

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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