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

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,280 shares of XBI stock, worth $399,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,280

Previous 4,280 -0.0%

Holding current value

$399,024

Previous $382,000 6.28%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	BUY	$64.12 - $90.86 $12,824 - $18,172	200 Added 4.9%	4,280 $382,000
Q3 2023 Oct 13, 2023	BUY	$71.88 - $85.76 $49,453 - $59,002	688 Added 20.28%	4,080 $297,000
Q2 2023 Jul 13, 2023	BUY	$75.38 - $90.23 $3,919 - $4,691	52 Added 1.56%	3,392 $282,000
Q1 2023 Apr 13, 2023	SELL	$73.13 - $91.97 $3,802 - $4,782	-52 Reduced 1.53%	3,340 $254,000
Q4 2022 Jan 20, 2023	BUY	$77.2 - $85.66 $261,862 - $290,558	3,392 New	3,392 $0

Q1 2022 May 16, 2022	SELL	N/A	-1,973 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	N/A	1,973 New	1,973 $221,000

Others Institutions Holding XBI

# of Institutions

923

Shares Held

99.9M

Call Options Held

24.7M

Put Options Held

43.4M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
Sector ETFs
Industry ETFs

More about XBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

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