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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,661 shares of XBI stock, worth $329,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,661
Previous 3,970 7.78%
Holding current value
$329,087
Previous $368,000 1.9%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$90.87 - $102.43 $28,078 - $31,650
-309 Reduced 7.78%
3,661 $361,000
Q2 2024

Aug 13, 2024
SELL
$82.22 - $94.12 $42,918 - $49,130
-522 Reduced 11.62%
3,970 $368,000
Q1 2024

May 15, 2024
BUY
$87.05 - $102.89 $21,240 - $25,105
244 Added 5.74%
4,492 $426,000
Q4 2023

Feb 06, 2024
BUY
$64.12 - $90.86 $1,474 - $2,089
23 Added 0.54%
4,248 $379,000
Q3 2023

Nov 13, 2023
SELL
$71.88 - $85.76 $105,304 - $125,638
-1,465 Reduced 25.75%
4,225 $308,000
Q2 2023

Aug 11, 2023
SELL
$75.38 - $90.23 $453,410 - $542,733
-6,015 Reduced 51.39%
5,690 $473,000
Q1 2023

May 11, 2023
SELL
$73.13 - $91.97 $124,320 - $156,349
-1,700 Reduced 12.68%
11,705 $892,000
Q4 2022

Feb 14, 2023
BUY
$76.72 - $85.66 $734,210 - $819,766
9,570 Added 249.54%
13,405 $1.11 Million
Q3 2022

Nov 14, 2022
BUY
$75.06 - $94.9 $287,855 - $363,941
3,835 New
3,835 $304,000
Q1 2022

May 16, 2022
SELL
$81.07 - $115.44 $162,140 - $230,880
-2,000 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$73.26 - $114.17 $146,520 - $228,340
2,000 New
2,000 $223,000

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

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email