Optimum Investment Advisors Spdr Ser Tr Spdr S&P Biotech E Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Optimum Investment Advisors holds 700 shares of XBI stock, worth $64,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares

700

Previous 700 -0.0%

Holding current value

$64,617

Previous $64,000 7.81%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$73.13 - $91.97 $10,969 - $13,795	-150 Reduced 17.65%	700 $53,000
Q4 2022 Jan 05, 2023	BUY	$76.72 - $85.66 $11,508 - $12,849	150 Added 21.43%	850 $0
Q3 2021 Oct 22, 2021	SELL	$118.69 - $138.49 $47,476 - $55,396	-400 Reduced 36.36%	700 $88,000
Q1 2020 Apr 21, 2020	BUY	$65.95 - $98.35 $19,785 - $29,505	300 Added 37.5%	1,100 $85,000
Q4 2019 Jan 22, 2020	SELL	$74.65 - $98.46 $5,972 - $7,876	-80 Reduced 9.09%	800 $76,000
Q3 2019 Oct 17, 2019	BUY	$76.25 - $83.86 $6,100 - $6,708	80 Added 10.0%	880 $67,000
Q1 2019 May 03, 2019	SELL	N/A	-100 Reduced 11.11%	800 $72,000
Q1 2018 May 09, 2018	BUY	N/A	900 New	900 $79,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

View Full List

About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Optimum Investment Advisors Spdr Ser Tr Spdr S&P Biotech E Transaction History