Bartlett & Co Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Hold |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $281K | Hold |
|
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|
2024
Q3 | $308K | Hold |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $283K | Hold |
|
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $291K | Hold |
|
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $355K | Hold |
|
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $496K | Hold |
|
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $535K | Hold |
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|
2020
Q4 | $555K | Hold |
|
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|
2020
Q3 | $440K | Sell |
|
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|
2020
Q2 | $475K | Hold |
|
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|
2020
Q1 | $329K | Hold |
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|
2019
Q4 | $404K | Hold |
|
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|
2019
Q3 | $324K | Hold |
|
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|
2019
Q2 | $372K | Hold |
|
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|
2019
Q1 | $384K | Hold |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $407K | Hold |
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|
2018
Q2 | $404K | Hold |
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|
2018
Q1 | $372K | Buy |
|