A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 13,587 shares of XBI stock, worth $1.28 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
13,587
Previous 14,851 8.51%
Holding current value
$1.28 Million
Previous $1.45 Million 9.66%
% of portfolio
0.58%
Previous 0.64%

Shares

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

Nov 12, 2024

SELL
$90.87 - $102.43 $114,859 - $129,471
-1,264 Reduced 8.51%
13,587 $1.31 Million
Q2 2024

Jul 25, 2024

BUY
$82.22 - $94.12 $124,398 - $142,403
1,513 Added 11.34%
14,851 $1.45 Million
Q1 2024

Apr 17, 2024

SELL
$87.05 - $102.89 $112,555 - $133,036
-1,293 Reduced 8.84%
13,338 $1.21 Million
Q4 2023

Feb 07, 2024

BUY
$64.12 - $90.86 $44,627 - $63,238
696 Added 4.99%
14,631 $1.31 Million
Q3 2023

Nov 21, 2023

BUY
$71.88 - $85.76 $1 Million - $1.2 Million
13,935 New
13,935 $1.01 Million

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
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