A detailed history of Evermay Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 275 shares of XBI stock, worth $25,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
275
Previous 463 40.6%
Holding current value
$25,091
Previous $42,000 35.71%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 25, 2024

SELL
$90.87 - $102.43 $17,083 - $19,256
-188 Reduced 40.6%
275 $27,000
Q1 2024

May 13, 2024

SELL
$87.05 - $102.89 $1,392 - $1,646
-16 Reduced 3.34%
463 $43,000
Q4 2023

Feb 09, 2024

BUY
$64.12 - $90.86 $1,025 - $1,453
16 Added 3.46%
479 $42,000
Q4 2022

Jan 19, 2023

SELL
$76.72 - $85.66 $11,891 - $13,277
-155 Reduced 25.08%
463 $0
Q3 2022

Nov 14, 2022

BUY
$75.06 - $94.9 $6,380 - $8,066
85 Added 15.95%
618 $49,000
Q2 2022

Aug 15, 2022

BUY
$62.81 - $96.09 $4,710 - $7,206
75 Added 16.38%
533 $40,000
Q1 2022

May 16, 2022

BUY
$81.07 - $115.44 $810 - $1,154
10 Added 2.23%
458 $41,000
Q4 2021

Feb 14, 2022

BUY
$108.77 - $134.15 $11,094 - $13,683
102 Added 29.48%
448 $50,000
Q3 2021

Nov 12, 2021

BUY
$118.69 - $138.49 $41,066 - $47,917
346 New
346 $43,000

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
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