Institute For Wealth Management, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,049 shares of XBI stock, worth $830,969. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,049

Previous 8,724 3.73%

Holding current value

$830,969

Previous $808,000 10.64%

% of portfolio

0.11%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$90.87 - $102.43 $29,532 - $33,289	325 Added 3.73%	9,049 $894,000
Q2 2024 Jul 25, 2024	BUY	$82.22 - $94.12 $7,399 - $8,470	90 Added 1.04%	8,724 $808,000
Q1 2024 Apr 30, 2024	BUY	$87.05 - $102.89 $7,399 - $8,745	85 Added 0.99%	8,634 $819,000
Q4 2023 Jan 31, 2024	BUY	$64.12 - $90.86 $27,956 - $39,614	436 Added 5.37%	8,549 $763,000
Q3 2023 Oct 13, 2023	SELL	$71.88 - $85.76 $1,797 - $2,144	-25 Reduced 0.31%	8,113 $592,000
Q2 2023 Jul 25, 2023	BUY	$75.38 - $90.23 $9,573 - $11,459	127 Added 1.59%	8,138 $677,000
Q1 2023 Apr 20, 2023	SELL	$73.13 - $91.97 $138,142 - $173,731	-1,889 Reduced 19.08%	8,011 $610,000
Q4 2022 Feb 02, 2023	BUY	$76.72 - $85.66 $68,894 - $76,922	898 Added 9.98%	9,900 $821,000
Q3 2022 Oct 18, 2022	BUY	$75.06 - $94.9 $18,990 - $24,009	253 Added 2.89%	9,002 $714,000
Q2 2022 Jul 25, 2022	BUY	$62.81 - $96.09 $186,420 - $285,195	2,968 Added 51.34%	8,749 $650,000
Q1 2022 Apr 29, 2022	BUY	$81.07 - $115.44 $468,665 - $667,358	5,781 New	5,781 $520,000
Q1 2020 Apr 29, 2020	SELL	$65.95 - $98.35 $10,552 - $15,736	-160 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$74.65 - $98.46 $11,944 - $15,753	160 New	160 $15,000
Q2 2019 Aug 02, 2019	SELL	N/A	-2,263 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	2,263 New	2,263 $205,000
Q3 2017 Nov 14, 2017	SELL	N/A	-2,829 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,829	2,829 $218,000

Others Institutions Holding XBI

# of Institutions

925

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

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Institute For Wealth Management, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History