Transamerica Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Transamerica Financial Advisors, Inc.

$980 Million
Q1 2025

A detailed history of Transamerica Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 5,732 shares of XBI stock, worth $452,828. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,732

Previous 5,465 4.89%

Holding current value

$452,828

Previous $493,000 5.68%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$81.1 - $94.7 $21,653 - $25,284	267 Added 4.89%	5,732 $465,000
Q4 2024 Feb 12, 2025	SELL	$89.81 - $104.0 $137,588 - $159,328	-1,532 Reduced 21.9%	5,465 $493,000
Q3 2024 Nov 13, 2024	SELL	$90.87 - $102.43 $88,416 - $99,664	-973 Reduced 12.21%	6,997 $692,000
Q1 2024 May 15, 2024	SELL	$87.05 - $102.89 $143,806 - $169,974	-1,652 Reduced 17.17%	7,970 $757,000
Q4 2023 Feb 12, 2024	SELL	$64.12 - $90.86 $366,445 - $519,264	-5,715 Reduced 37.26%	9,622 $860,000
Q3 2023 Nov 14, 2023	BUY	$71.88 - $85.76 $100,775 - $120,235	1,402 Added 10.06%	15,337 $1.12 Million
Q2 2023 Aug 14, 2023	BUY	$75.38 - $90.23 $402,001 - $481,196	5,333 Added 62.0%	13,935 $1.16 Million
Q1 2023 May 15, 2023	BUY	$73.13 - $91.97 $28,155 - $35,408	385 Added 4.69%	8,602 $656,000
Q4 2022 Feb 14, 2023	BUY	$76.72 - $85.66 $630,408 - $703,868	8,217 New	8,217 $682,000

Others Institutions Holding XBI

# of Institutions

846

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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Transamerica Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History