Leonard Rickey Investment Advisors P.L.L.C. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$434 Million
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-4,060 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	N/A	1 Added 0.02%	4,060 $389,000
Q2 2018 Jul 17, 2018	BUY	N/A	1 Added 0.02%	4,059 $386,000
Q1 2018 Apr 25, 2018	SELL	N/A	-186 Reduced 4.38%	4,058 $356,000
Q4 2017 Feb 14, 2018	BUY	N/A	4,244	4,244 $360,000

Others Institutions Holding XBI

# of Institutions

917

Shares Held

102M

Call Options Held

27.4M

Put Options Held

38.6M

Citigroup Inc

11.2M
Shares

$974 Million
0.62% of portfolio
Morgan Stanley New York, NY

10.2M
Shares

$888 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

9.56M
Shares

$834 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

8.52M
Shares

$744 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

8.01M
Shares

$699 Million
0.06% of portfolio

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About SPDR SER TR SPDR S&P BIOTECH E

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