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

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Compass Wealth Management LLC holds 635 shares of XBI stock, worth $52,673. This represents 0.01% of its overall portfolio holdings.

Number of Shares
635
Previous 435 45.98%
Holding current value
$52,673
Previous $39.2 Million 31.45%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$81.1 - $94.7 $16,219 - $18,940
200 Added 45.98%
635 $51.5 Million
Q4 2023

Jan 04, 2024
BUY
$64.12 - $90.86 $1,923 - $2,725
30 Added 7.41%
435 $38.8 Million
Q4 2022

Feb 17, 2023
BUY
$76.72 - $85.66 $31,071 - $34,692
405 New
405 $33.6 Million

Others Institutions Holding XBI

# of Institutions
894
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
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