Schneider Downs Wealth Management Advisors, LP Spdr Ser Tr Spdr S&P Biotech E Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 14, 2021	SELL	$118.69 - $138.49 $178,747 - $208,565	-1,506 Closed	0 $0
Q4 2020 Jan 21, 2021	SELL	$110.36 - $151.14 $81,114 - $111,087	-735 Reduced 32.8%	1,506 $212,000
Q3 2020 Oct 14, 2020	BUY	$103.87 - $120.36 $232,772 - $269,726	2,241 New	2,241 $250,000

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

Goldman Sachs Group Inc New York, NY

12.7M
Shares

$1.17 Billion
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$1.13 Billion
0.1% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.23M
Shares

$849 Million
2.24% of portfolio
Morgan Stanley New York, NY

8.02M
Shares

$738 Million
0.06% of portfolio
Citigroup Inc

7.75M
Shares

$713 Million
0.45% of portfolio

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About SPDR SER TR SPDR S&P BIOTECH E

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