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

Big Sur Wealth Management LLC

  • $311 Million
  • Q1 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 7,900 shares of XBI stock, worth $721,744. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,900
Previous 3,000 163.33%
Holding current value
$721,744
Previous $267,000 180.52%
% of portfolio
0.24%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
1,500 New
1,500 $143,000

Others Institutions Holding XBI

# of Institutions
920
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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