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

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$62.81 - $96.09 $9,735 - $14,893	155 New	155 $12,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

Goldman Sachs Group Inc New York, NY

12.7M
Shares

$1.21 Billion
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$1.16 Billion
0.1% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.23M
Shares

$873 Million
2.24% of portfolio
Morgan Stanley New York, NY

8.02M
Shares

$759 Million
0.06% of portfolio
Citigroup Inc

7.75M
Shares

$733 Million
0.45% of portfolio

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Castle Wealth Management LLC with notifications on news.