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

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 8,492 shares of XBI stock, worth $763,345. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,492
Previous 9,992 15.01%
Holding current value
$763,345
Previous $926,000 9.4%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$90.87 - $102.43 $136,305 - $153,645
-1,500 Reduced 15.01%
8,492 $839,000
Q1 2024

May 15, 2024
BUY
$87.05 - $102.89 $198,909 - $235,103
2,285 Added 29.65%
9,992 $948,000
Q4 2023

Feb 14, 2024
SELL
$64.12 - $90.86 $20,197 - $28,620
-315 Reduced 3.93%
7,707 $688,000
Q3 2023

Nov 14, 2023
SELL
$71.88 - $85.76 $78,492 - $93,649
-1,092 Reduced 11.98%
8,022 $585,000
Q2 2023

Aug 04, 2023
BUY
$75.38 - $90.23 $60,304 - $72,184
800 Added 9.62%
9,114 $758,000
Q1 2023

May 15, 2023
SELL
$73.13 - $91.97 $765,159 - $962,282
-10,463 Reduced 55.72%
8,314 $633,000
Q4 2022

Feb 14, 2023
BUY
$76.72 - $85.66 $793,284 - $885,724
10,340 Added 122.56%
18,777 $1.56 Million
Q2 2022

Aug 15, 2022
BUY
$62.81 - $96.09 $106,777 - $163,353
1,700 Added 25.23%
8,437 $627,000
Q1 2022

May 16, 2022
SELL
$81.07 - $115.44 $282,691 - $402,539
-3,487 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$118.69 - $138.49 $18,396 - $21,465
-155 Reduced 4.26%
3,487 $438,000
Q2 2021

Aug 16, 2021
BUY
$122.48 - $139.69 $192,416 - $219,452
1,571 Added 75.86%
3,642 $493,000
Q1 2021

May 17, 2021
SELL
$129.36 - $173.99 $132,594 - $178,339
-1,025 Reduced 33.11%
2,071 $281,000
Q4 2020

Feb 16, 2021
BUY
$110.36 - $151.14 $113,119 - $154,918
1,025 Added 49.49%
3,096 $436,000
Q2 2020

Aug 13, 2020
BUY
$73.26 - $114.17 $151,721 - $236,446
2,071 New
2,071 $232,000
Q1 2018

May 15, 2018
SELL
N/A
-1,200 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
1,200
1,200 $104,000

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
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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