Ep Wealth Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,533 shares of XBI stock, worth $458,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,533
Previous 5,015 10.33%
Holding current value
$458,962
Previous $495,000 0.61%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$89.81 - $104.0 $46,521 - $53,872
518 Added 10.33%
5,533 $498,000
Q3 2024

Nov 14, 2024
SELL
$90.87 - $102.43 $82,964 - $93,518
-913 Reduced 15.4%
5,015 $495,000
Q2 2024

Aug 19, 2024
SELL
$82.22 - $94.12 $12,990 - $14,870
-158 Reduced 2.6%
5,928 $549,000
Q1 2024

May 14, 2024
BUY
$87.05 - $102.89 $41,609 - $49,181
478 Added 8.52%
6,086 $577,000
Q4 2023

Feb 28, 2024
SELL
$64.12 - $90.86 $973,213 - $1.38 Million
-15,178 Reduced 73.02%
5,608 $500,000
Q3 2023

Nov 22, 2023
BUY
$71.88 - $85.76 $850,484 - $1.01 Million
11,832 Added 132.14%
20,786 $1.52 Million
Q2 2023

Aug 14, 2023
BUY
$75.38 - $90.23 $432,304 - $517,469
5,735 Added 178.16%
8,954 $744,000
Q1 2023

Jun 05, 2023
BUY
$73.13 - $91.97 $235,405 - $296,051
3,219 New
3,219 $245,000
Q4 2022

Jun 12, 2023
BUY
$76.72 - $85.66 $169,858 - $189,651
2,214 Added 68.78%
5,433 $450,000
Q2 2022

Aug 11, 2022
BUY
$62.81 - $96.09 $51,441 - $78,697
819 Added 34.7%
3,179 $236,000
Q1 2022

May 20, 2022
BUY
$81.07 - $115.44 $191,325 - $272,438
2,360 New
2,360 $212,000
Q1 2021

May 17, 2021
SELL
$129.36 - $173.99 $176,058 - $236,800
-1,361 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$110.36 - $151.14 $150,199 - $205,701
1,361 New
1,361 $192,000

Others Institutions Holding XBI

# of Institutions
894
Shares Held
103M
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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