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

Evercore Wealth Management, LLC

  • $6.37 Billion
  • Q1 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 9,992 shares of XBI stock, worth $926,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,992
Previous 7,707 29.65%
Holding current value
$926,358
Previous $688,000 37.79%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$77.2 - $85.66 $798,248 - $885,724
10,340 Added 122.56%
18,777 $1.56 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,700 Added 25.23%
8,437 $627,000
Q1 2022

May 16, 2022
SELL
N/A
-3,487 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-155 Reduced 4.26%
3,487 $438,000
Q2 2021

Aug 16, 2021
BUY
N/A
1,571 Added 75.86%
3,642 $493,000
Q1 2021

May 17, 2021
SELL
N/A
-1,025 Reduced 33.11%
2,071 $281,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,025 Added 49.49%
3,096 $436,000
Q2 2020

Aug 13, 2020
BUY
N/A
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
920
Shares Held
99.8M
Call Options Held
24.7M
Put Options Held
43.4M
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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