Bartlett & Co. Wealth Management LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,120 shares of XBI stock, worth $273,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,120
Previous 3,120 -0.0%
Holding current value
$273,998
Previous $308 Million 8.85%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Feb 14, 2024
SELL
$71.88 - $85.76 $26,955 - $32,160
-375 Reduced 10.73%
3,120 $228 Million
Q1 2023

Feb 14, 2024
SELL
$73.13 - $91.97 $32,908 - $41,386
-450 Reduced 11.41%
3,495 $266 Million
Q3 2020

Feb 13, 2024
SELL
$103.87 - $120.36 $31,161 - $36,108
-300 Reduced 7.07%
3,945 $440 Million
Q1 2018

Feb 13, 2024
BUY
N/A
4,245 New
4,245 $372 Million

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

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email