Wilbanks Smith & Thomas Asset Management LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$71.88 - $85.76 $342,651 - $408,817	4,767 New	4,767 $348,000
Q4 2022 Feb 14, 2023	SELL	$76.72 - $85.66 $24,473 - $27,325	-319 Reduced 9.95%	2,887 $239,000
Q3 2022 Oct 31, 2022	SELL	$75.06 - $94.9 $5,704 - $7,212	-76 Reduced 2.32%	3,206 $254,000
Q2 2022 Aug 03, 2022	BUY	$62.81 - $96.09 $206,142 - $315,367	3,282 New	3,282 $244,000
Q4 2018 Feb 08, 2019	SELL	N/A	-50 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	50 New	50 $5,000

Others Institutions Holding XBI

# of Institutions

925

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

Goldman Sachs Group Inc New York, NY

12.7M
Shares

$1.17 Billion
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$1.13 Billion
0.1% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.23M
Shares

$847 Million
2.24% of portfolio
Morgan Stanley New York, NY

8.02M
Shares

$736 Million
0.06% of portfolio
Citigroup Inc

7.75M
Shares

$712 Million
0.45% of portfolio

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