Dynamic Wealth Strategies, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,121 shares of XBI stock, worth $232,207. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,121
Previous 2,121 -0.0%
Holding current value
$232,207
Previous $175,000 21.14%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 13, 2025
BUY
$69.8 - $85.28 $15,286 - $18,676
219 Added 11.51%
2,121 $175,000
Q1 2025

May 12, 2025
BUY
$81.1 - $94.7 $154,252 - $180,119
1,902 New
1,902 $154,000
Q3 2024

Nov 13, 2024
BUY
$90.87 - $102.43 $13,630 - $15,364
150 Added 8.56%
1,902 $188,000
Q2 2024

Aug 15, 2024
BUY
$82.22 - $94.12 $29,845 - $34,165
363 Added 26.13%
1,752 $162,000
Q1 2024

May 15, 2024
BUY
$87.05 - $102.89 $18,367 - $21,709
211 Added 17.91%
1,389 $132,000
Q4 2023

Feb 13, 2024
BUY
$64.12 - $90.86 $75,533 - $107,033
1,178 New
1,178 $105 Million

Others Institutions Holding XBI

# of Institutions
825
Shares Held
111M
Call Options Held
22.6M
Put Options Held
28.8M
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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