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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 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 9,490 shares of XBI stock, worth $800,956. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,490
Previous 9,049 4.87%
Holding current value
$800,956
Previous $894,000 4.47%
% of portfolio
0.11%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$89.81 - $104.0 $39,606 - $45,864
441 Added 4.87%
9,490 $854,000
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
910
Shares Held
102M
Call Options Held
27.4M
Put Options Held
38.6M
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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