Wealthcare Advisory Partners LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,588 shares of XBI stock, worth $427,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,588
Previous 4,887 6.12%
Holding current value
$427,509
Previous $482,000 14.32%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$89.81 - $104.0 $26,853 - $31,096
-299 Reduced 6.12%
4,588 $413,000
Q3 2024

Nov 04, 2024
BUY
$90.87 - $102.43 $114,496 - $129,061
1,260 Added 34.74%
4,887 $482,000
Q2 2024

Aug 09, 2024
BUY
$82.22 - $94.12 $75,395 - $86,308
917 Added 33.84%
3,627 $336,000
Q1 2024

Apr 15, 2024
BUY
$87.05 - $102.89 $235,905 - $278,831
2,710 New
2,710 $257,000
Q2 2023

Jul 17, 2023
SELL
$75.38 - $90.23 $89,325 - $106,922
-1,185 Reduced 22.76%
4,021 $334,000
Q1 2023

May 04, 2023
BUY
$73.13 - $91.97 $96,897 - $121,860
1,325 Added 34.14%
5,206 $396,000
Q4 2022

Feb 13, 2023
SELL
$76.72 - $85.66 $553,458 - $617,951
-7,214 Reduced 65.02%
3,881 $322,000
Q3 2022

Nov 14, 2022
BUY
$75.06 - $94.9 $832,790 - $1.05 Million
11,095 New
11,095 $880,000
Q1 2022

Apr 15, 2022
SELL
$81.07 - $115.44 $274,421 - $390,764
-3,385 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$108.77 - $134.15 $368,186 - $454,097
3,385 New
3,385 $0
Q3 2021

Nov 15, 2021
SELL
$118.69 - $138.49 $283,906 - $331,268
-2,392 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$122.48 - $139.69 $198,662 - $226,577
1,622 Added 210.65%
2,392 $324,000
Q1 2021

Apr 30, 2021
BUY
$129.36 - $173.99 $99,607 - $133,972
770 New
770 $104,000
Q3 2020

Oct 29, 2020
SELL
$103.87 - $120.36 $204,935 - $237,470
-1,973 Closed
0 $0
Q2 2020

Jul 29, 2020
BUY
$73.26 - $114.17 $121,025 - $188,608
1,652 Added 514.64%
1,973 $221,000
Q1 2020

Apr 29, 2020
BUY
$65.95 - $98.35 $5,078 - $7,572
77 Added 31.56%
321 $25,000
Q4 2019

Jan 29, 2020
BUY
$74.65 - $98.46 $18,214 - $24,024
244 New
244 $23,000
Q2 2019

Jul 30, 2019
SELL
N/A
-275 Closed
0 $0
Q1 2019

May 13, 2019
SELL
N/A
-500 Reduced 64.52%
275 $25,000
Q2 2018

Aug 14, 2018
BUY
N/A
758 Added 4458.82%
775 $74,000
Q1 2018

May 15, 2018
BUY
N/A
17 New
17 $1,000

Others Institutions Holding XBI

# of Institutions
918
Shares Held
100M
Call Options Held
28.4M
Put Options Held
33.4M
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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email