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

Sequoia Financial Advisors, LLC

  • $8.06 Billion
  • Q2 2024

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 2,291 shares of XBI stock, worth $223,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,291
Previous 6,810 66.36%
Holding current value
$223,395
Previous $646,000 67.18%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,234 Closed
0 $0
Q1 2022

May 13, 2022
BUY
N/A
334 Added 17.58%
2,234 $201,000
Q4 2021

Feb 11, 2022
BUY
N/A
1,900 New
1,900 $213,000
Q3 2021

Oct 26, 2021
SELL
N/A
-1,870 Closed
0 $0
Q2 2021

Jul 27, 2021
SELL
N/A
-75 Reduced 3.86%
1,870 $253,000
Q1 2021

May 14, 2021
SELL
N/A
-1,059 Reduced 35.25%
1,945 $264,000
Q4 2020

Feb 12, 2021
BUY
N/A
1,072 Added 55.49%
3,004 $423,000
Q3 2020

Oct 23, 2020
BUY
N/A
1,932 New
1,932 $215,000

Others Institutions Holding XBI

# of Institutions
922
Shares Held
99.9M
Call Options Held
24.7M
Put Options Held
43.4M
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
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