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

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Koa Wealth Management, LLC holds 8,834 shares of XBI stock, worth $807,515. This represents 0.65% of its overall portfolio holdings.

Number of Shares
8,834
Previous 9,223 4.22%
Holding current value
$807,515
Previous $911 Million 12.69%
% of portfolio
0.65%
Previous 0.7%

Shares

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

Jan 23, 2025
SELL
$89.81 - $104.0 $34,936 - $40,456
-389 Reduced 4.22%
8,834 $796 Million
Q3 2024

Nov 06, 2024
SELL
$90.87 - $102.43 $78,239 - $88,192
-861 Reduced 8.54%
9,223 $911 Million
Q2 2024

Jul 23, 2024
BUY
$82.22 - $94.12 $19,075 - $21,835
232 Added 2.35%
10,084 $935 Million
Q1 2024

May 07, 2024
BUY
$87.05 - $102.89 $41,522 - $49,078
477 Added 5.09%
9,852 $935 Million
Q4 2023

May 07, 2024
BUY
$64.12 - $90.86 $601,125 - $851,812
9,375 New
9,375 $837 Million

Others Institutions Holding XBI

# of Institutions
919
Shares Held
101M
Call Options Held
29.2M
Put Options Held
38M
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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