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 $70,000. This represents 0.03% of its overall portfolio holdings.

Number of Shares

700

Previous 700 -0.0%

Holding current value

$70,000

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
Sector ETFs
Industry ETFs

More about XBI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Account

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