A detailed history of Summit Financial, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Summit Financial, LLC holds 9,152 shares of XBI stock, worth $853,240. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,152
Previous 4,883 87.43%
Holding current value
$853,240
Previous $436,000 99.08%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$87.05 - $102.89 $371,616 - $439,237
4,269 Added 87.43%
9,152 $868,000
Q4 2023

Feb 05, 2024

BUY
$64.12 - $90.86 $70,596 - $100,036
1,101 Added 29.11%
4,883 $436,000
Q2 2023

Aug 11, 2023

BUY
$75.38 - $90.23 $285,087 - $341,249
3,782 New
3,782 $314,000

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.