Balboa Wealth Partners Spdr Ser Tr Spdr S&P Biotech E Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Balboa Wealth Partners holds 7,220 shares of XBI stock, worth $689,365. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,220
Previous 7,645 5.56%
Holding current value
$689,365
Previous $682,000 0.44%
% of portfolio
0.22%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$87.05 - $102.89 $36,996 - $43,728
-425 Reduced 5.56%
7,220 $685,000
Q3 2023

Oct 23, 2023
SELL
$71.88 - $85.76 $51,466 - $61,404
-716 Reduced 8.56%
7,645 $558,000
Q2 2023

Aug 08, 2023
SELL
$75.38 - $90.23 $7,688 - $9,203
-102 Reduced 1.21%
8,361 $695,000
Q1 2023

May 11, 2023
BUY
$73.13 - $91.97 $49,582 - $62,355
678 Added 8.71%
8,463 $644,000
Q4 2022

Feb 14, 2023
SELL
$77.2 - $85.66 $10,036 - $11,135
-130 Reduced 1.64%
7,785 $646,000
Q3 2022

Jan 04, 2023
BUY
N/A
7,915 New
7,915 $628,000

Others Institutions Holding XBI

# of Institutions
923
Shares Held
99.8M
Call Options Held
24.7M
Put Options Held
43.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
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