Big Sur Wealth Management LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 6,500 shares of XBI stock, worth $567,450. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,500
Previous 6,500 -0.0%
Holding current value
$567,450
Previous $642,000 8.88%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$90.87 - $102.43 $318,045 - $358,505
3,500 Added 116.67%
6,500 $642,000
Q2 2024

Jul 22, 2024
SELL
$82.22 - $94.12 $402,878 - $461,188
-4,900 Reduced 62.03%
3,000 $278,000
Q1 2024

May 21, 2024
BUY
$87.05 - $102.89 $426,545 - $504,161
4,900 Added 163.33%
7,900 $749,000
Q2 2023

Aug 14, 2023
BUY
$75.38 - $90.23 $113,070 - $135,345
1,500 Added 100.0%
3,000 $249,000
Q4 2019

Jan 30, 2020
BUY
$74.65 - $98.46 $111,975 - $147,690
1,500 New
1,500 $143,000

Others Institutions Holding XBI

# of Institutions
917
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 Big Sur Wealth Management LLC Portfolio

Follow Big Sur 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email