A detailed history of Caldwell Trust CO transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Caldwell Trust CO holds 660 shares of XBI stock, worth $75,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
660
Previous 660 -0.0%
Holding current value
$75,246
Previous $54.7 Million 20.82%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$69.8 - $85.28 $46,068 - $56,284
660 New
660 $54.7 Million
Q2 2024

Sep 24, 2025

SELL
$82.22 - $94.12 $4,522 - $5,176
-55 Reduced 7.69%
660 $61.2 Million
Q1 2024

Sep 24, 2025

BUY
$87.05 - $102.89 $4,787 - $5,658
55 Added 8.33%
715 $67.8 Million
Q4 2023

Oct 01, 2025

SELL
$64.12 - $90.86 $25,968 - $36,798
-405 Reduced 36.16%
715 $63.8 Million
Q1 2023

Oct 01, 2025

BUY
$73.13 - $91.97 $33,639 - $42,306
460 Added 69.7%
1,120 $85.4 Million
Q4 2022

Oct 01, 2025

SELL
$76.72 - $85.66 $11,508 - $12,849
-150 Reduced 11.81%
1,120 $93 Million
Q3 2022

Oct 01, 2025

BUY
$75.06 - $94.9 $45,786 - $57,889
610 Added 92.42%
1,270 $101 Million
Q1 2022

Oct 01, 2025

BUY
$81.07 - $115.44 $51,074 - $72,727
630 Added 95.45%
1,290 $116 Million
Q3 2021

Oct 02, 2025

SELL
$118.69 - $138.49 $17,803 - $20,773
-150 Reduced 9.74%
1,390 $175 Million
Q2 2021

Oct 02, 2025

BUY
$122.48 - $139.69 $2,449 - $2,793
20 Added 1.32%
1,540 $209 Million
Q1 2021

Oct 02, 2025

BUY
$129.36 - $173.99 $111,249 - $149,631
860 Added 130.3%
1,520 $206 Million
Q4 2020

Oct 02, 2025

BUY
$110.36 - $151.14 $94,909 - $129,980
860 Added 130.3%
1,520 $214 Million
Q3 2020

Oct 02, 2025

BUY
$103.87 - $120.36 $16,619 - $19,257
160 Added 11.76%
1,520 $169 Million
Q2 2020

Oct 02, 2025

BUY
$73.26 - $114.17 $1,465 - $2,283
20 Added 1.49%
1,360 $152 Million
Q1 2020

Oct 02, 2025

BUY
$65.95 - $98.35 $44,846 - $66,878
680 Added 103.03%
1,340 $104 Million
Q4 2019

Oct 06, 2025

BUY
$74.65 - $98.46 $28,367 - $37,414
380 Added 57.58%
1,040 $98.9 Million

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO 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 Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.