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

Shelton Wealth Management, LLC

  • $201 Million
  • Q2 2025

A detailed history of Shelton Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 10,668 shares of XBI stock, worth $903,579. This represents 0.44% of its overall portfolio holdings.

Number of Shares
10,668
Previous 8,611 23.89%
Holding current value
$903,579
Previous $698,000 26.65%
% of portfolio
0.44%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$69.8 - $85.28 $143,578 - $175,420
2,057 Added 23.89%
10,668 $884,000
Q1 2025

Apr 21, 2025
BUY
$81.1 - $94.7 $344,837 - $402,664
4,252 Added 97.55%
8,611 $698,000
Q4 2024

Jan 15, 2025
BUY
$89.81 - $104.0 $24,518 - $28,392
273 Added 6.68%
4,359 $392,000
Q3 2024

Oct 21, 2024
BUY
$90.87 - $102.43 $14,175 - $15,979
156 Added 3.97%
4,086 $403,000
Q2 2024

Jul 23, 2024
BUY
$82.22 - $94.12 $7,564 - $8,659
92 Added 2.4%
3,930 $364,000
Q1 2024

May 14, 2024
SELL
$87.05 - $102.89 $30,119 - $35,599
-346 Reduced 8.27%
3,838 $364,000
Q4 2023

Feb 14, 2024
BUY
$64.12 - $90.86 $79,188 - $112,212
1,235 Added 41.88%
4,184 $373,000
Q2 2023

Aug 01, 2023
SELL
$75.38 - $90.23 $2,487 - $2,977
-33 Reduced 1.11%
2,949 $245,000
Q1 2023

May 08, 2023
BUY
$73.13 - $91.97 $38,320 - $48,192
524 Added 21.32%
2,982 $227,000
Q4 2022

Feb 09, 2023
BUY
$76.72 - $85.66 $188,577 - $210,552
2,458 New
2,458 $204,000

Others Institutions Holding XBI

# of Institutions
841
Shares Held
108M
Call Options Held
17.7M
Put Options Held
28.5M
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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