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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 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 3,641 shares of XBI stock, worth $317,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,641
Previous 3,661 0.55%
Holding current value
$317,859
Previous $361,000 9.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 27, 2025
SELL
$89.81 - $104.0 $1,796 - $2,080
-20 Reduced 0.55%
3,641 $327,000
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
917
Shares Held
102M
Call Options Held
27.4M
Put Options Held
38.6M
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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