Sequoia Financial Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,282 shares of XBI stock, worth $268,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,282
Previous 3,752 12.53%
Holding current value
$268,730
Previous $337,000 21.07%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$81.1 - $94.7 $38,117 - $44,509
-470 Reduced 12.53%
3,282 $266,000
Q4 2024

Feb 07, 2025
SELL
$89.81 - $104.0 $22,452 - $26,000
-250 Reduced 6.25%
3,752 $337,000
Q3 2024

Oct 21, 2024
BUY
$90.87 - $102.43 $155,478 - $175,257
1,711 Added 74.68%
4,002 $395,000
Q2 2024

Jul 15, 2024
SELL
$82.22 - $94.12 $371,552 - $425,328
-4,519 Reduced 66.36%
2,291 $212,000
Q1 2024

Apr 30, 2024
BUY
$87.05 - $102.89 $73,296 - $86,633
842 Added 14.11%
6,810 $646,000
Q4 2023

Jan 25, 2024
BUY
$64.12 - $90.86 $382,668 - $542,252
5,968 New
5,968 $532,000
Q2 2023

Aug 08, 2023
BUY
$75.38 - $90.23 $189,957 - $227,379
2,520 New
2,520 $209,000
Q2 2022

Jul 22, 2022
SELL
$62.81 - $96.09 $140,317 - $214,665
-2,234 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$81.07 - $115.44 $27,077 - $38,556
334 Added 17.58%
2,234 $201,000
Q4 2021

Feb 11, 2022
BUY
$108.77 - $134.15 $206,663 - $254,885
1,900 New
1,900 $213,000
Q3 2021

Oct 26, 2021
SELL
$118.69 - $138.49 $221,950 - $258,976
-1,870 Closed
0 $0
Q2 2021

Jul 27, 2021
SELL
$122.48 - $139.69 $9,186 - $10,476
-75 Reduced 3.86%
1,870 $253,000
Q1 2021

May 14, 2021
SELL
$129.36 - $173.99 $136,992 - $184,255
-1,059 Reduced 35.25%
1,945 $264,000
Q4 2020

Feb 12, 2021
BUY
$110.36 - $151.14 $118,305 - $162,022
1,072 Added 55.49%
3,004 $423,000
Q3 2020

Oct 23, 2020
BUY
$103.87 - $120.36 $200,676 - $232,535
1,932 New
1,932 $215,000

Others Institutions Holding XBI

# of Institutions
901
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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