Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 15,786 shares of XBI stock, worth $1.44 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

15,786

Previous 13,587 16.18%

Holding current value

$1.44 Million

Previous $1.31 Million 11.99%

% of portfolio

0.57%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$89.81 - $104.0 $197,492 - $228,696	2,199 Added 16.18%	15,786 $1.47 Million
Q3 2024 Nov 12, 2024	SELL	$90.87 - $102.43 $114,859 - $129,471	-1,264 Reduced 8.51%	13,587 $1.31 Million
Q2 2024 Jul 25, 2024	BUY	$82.22 - $94.12 $124,398 - $142,403	1,513 Added 11.34%	14,851 $1.45 Million
Q1 2024 Apr 17, 2024	SELL	$87.05 - $102.89 $112,555 - $133,036	-1,293 Reduced 8.84%	13,338 $1.21 Million
Q4 2023 Feb 07, 2024	BUY	$64.12 - $90.86 $44,627 - $63,238	696 Added 4.99%	14,631 $1.31 Million
Q3 2023 Nov 21, 2023	BUY	$71.88 - $85.76 $1 Million - $1.2 Million	13,935 New	13,935 $1.01 Million

Others Institutions Holding XBI

# of Institutions

919

Shares Held

101M

Call Options Held

29.2M

Put Options Held

38M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
Sector ETFs
Industry ETFs

More about XBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History