Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 96,216 shares of XBI stock, worth $8.43 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

96,216

Previous 106,571 9.72%

Holding current value

$8.43 Million

Previous $8.99 Million 11.29%

% of portfolio

0.89%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$69.8 - $85.28 $722,779 - $883,074	-10,355 Reduced 9.72%	96,216 $7.98 Million
Q1 2025 Apr 14, 2025	BUY	$81.1 - $94.7 $8.62 Million - $10.1 Million	106,319 Added 42190.08%	106,571 $8.99 Million
Q4 2024 Jan 28, 2025	SELL	$89.81 - $104.0 $7,184 - $8,320	-80 Reduced 24.1%	252 $22,000
Q2 2024 Jul 17, 2024	SELL	$82.22 - $94.12 $21,788 - $24,941	-265 Reduced 44.39%	332 $30,000
Q1 2024 Apr 10, 2024	BUY	$87.05 - $102.89 $23,068 - $27,265	265 Added 79.82%	597 $56,000
Q4 2021 Jan 13, 2022	SELL	$108.77 - $134.15 $71,026 - $87,599	-653 Reduced 66.29%	332 $37,000
Q2 2021 Jul 14, 2021	BUY	$122.48 - $139.69 $3,062 - $3,492	25 Added 2.6%	985 $133,000
Q1 2021 Apr 26, 2021	BUY	$129.36 - $173.99 $15,264 - $20,530	118 Added 14.01%	960 $130,000
Q4 2020 Mar 10, 2021	BUY	$110.36 - $151.14 $92,923 - $127,259	842 New	842 $141,000

Others Institutions Holding XBI

# of Institutions

828

Shares Held

109M

Call Options Held

17.7M

Put Options Held

28.5M

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About SPDR SER TR SPDR S&P BIOTECH E

Ticker XBI
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Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P Biotech E Transaction History