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

Hillcrest Wealth Advisors Ny, LLC

  • $201 Million
  • Q1 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 21,673 shares of XBI stock, worth $1.73 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
21,673
Previous 14,363 50.89%
Holding current value
$1.73 Million
Previous $1.29 Million 35.89%
% of portfolio
0.87%
Previous 0.61%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$81.1 - $94.7 $592,841 - $692,257
7,310 Added 50.89%
21,673 $1.76 Million
Q4 2024

Jan 21, 2025
BUY
$89.81 - $104.0 $650,673 - $753,480
7,245 Added 101.78%
14,363 $1.29 Million
Q3 2024

Oct 17, 2024
SELL
$90.87 - $102.43 $109,044 - $122,916
-1,200 Reduced 14.43%
7,118 $703,000
Q2 2024

Jul 18, 2024
SELL
$82.22 - $94.12 $80,164 - $91,767
-975 Reduced 10.49%
8,318 $771,000
Q1 2024

Apr 11, 2024
SELL
$87.05 - $102.89 $22,197 - $26,236
-255 Reduced 2.67%
9,293 $881,000
Q4 2023

Jan 12, 2024
SELL
$64.12 - $90.86 $880,047 - $1.25 Million
-13,725 Reduced 58.97%
9,548 $852,000
Q3 2023

Oct 17, 2023
BUY
$71.88 - $85.76 $402,887 - $480,684
5,605 Added 31.72%
23,273 $1.7 Million
Q2 2023

Jul 31, 2023
SELL
$75.38 - $90.23 $278,906 - $333,851
-3,700 Reduced 17.32%
17,668 $1.47 Million
Q1 2023

May 08, 2023
BUY
$73.13 - $91.97 $9,141 - $11,496
125 Added 0.59%
21,368 $1.63 Million
Q4 2022

Feb 08, 2023
BUY
$76.72 - $85.66 $36,825 - $41,116
480 Added 2.31%
21,243 $1.76 Million
Q3 2022

Nov 03, 2022
SELL
$75.06 - $94.9 $428,592 - $541,879
-5,710 Reduced 21.57%
20,763 $1.65 Million
Q2 2022

Aug 02, 2022
BUY
$62.81 - $96.09 $62,181 - $95,129
990 Added 3.88%
26,473 $1.97 Million
Q1 2022

May 09, 2022
BUY
$81.07 - $115.44 $548,033 - $780,374
6,760 Added 36.11%
25,483 $2.29 Million
Q4 2021

Feb 04, 2022
BUY
$108.77 - $134.15 $1.16 Million - $1.43 Million
10,695 Added 133.22%
18,723 $2.1 Million
Q3 2021

Oct 26, 2021
BUY
$118.69 - $138.49 $338,622 - $395,111
2,853 Added 55.13%
8,028 $1.01 Million
Q2 2021

Aug 03, 2021
SELL
$122.48 - $139.69 $1.13 Million - $1.29 Million
-9,240 Reduced 64.1%
5,175 $701,000
Q1 2021

Apr 28, 2021
BUY
$129.36 - $173.99 $1.6 Million - $2.15 Million
12,365 Added 603.17%
14,415 $1.96 Million
Q4 2020

Feb 03, 2021
SELL
$110.36 - $151.14 $99,324 - $136,026
-900 Reduced 30.51%
2,050 $289,000
Q3 2020

Oct 21, 2020
BUY
$103.87 - $120.36 $306,416 - $355,062
2,950 New
2,950 $329,000
Q4 2019

Jan 30, 2020
SELL
$74.65 - $98.46 $328,460 - $433,224
-4,400 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
1,200 Added 37.5%
4,400 $386,000
Q1 2019

May 10, 2019
BUY
N/A
400 Added 14.29%
3,200 $290,000
Q4 2018

Feb 08, 2019
BUY
N/A
2,800 New
2,800 $201,000

Others Institutions Holding XBI

# of Institutions
846
Shares Held
109M
Call Options Held
17.7M
Put Options Held
28.5M
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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