Whalen Wealth Management Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,346 shares of XBI stock, worth $215,128. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,346
Previous 2,285 2.67%
Holding current value
$215,128
Previous $226 Million 6.41%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 17, 2025
BUY
$89.81 - $104.0 $5,478 - $6,344
61 Added 2.67%
2,346 $211 Million
Q3 2024

Nov 07, 2024
SELL
$90.87 - $102.43 $1.71 Million - $1.92 Million
-18,778 Reduced 89.15%
2,285 $226 Million
Q2 2024

Aug 01, 2024
BUY
$82.22 - $94.12 $438,725 - $502,224
5,336 Added 33.93%
21,063 $1.95 Billion
Q1 2024

Apr 24, 2024
BUY
$87.05 - $102.89 $161,390 - $190,758
1,854 Added 13.36%
15,727 $1.49 Billion
Q4 2023

Feb 13, 2024
BUY
$64.12 - $90.86 $889,536 - $1.26 Million
13,873 New
13,873 $1.24 Billion

Others Institutions Holding XBI

# of Institutions
912
Shares Held
102M
Call Options Held
27.4M
Put Options Held
38.6M
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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