Choate Investment Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
12,507
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $1.01M | Sell |
12,507
-9,411
| -43% | -$763K | 0.03% | 185 |
|
|
2024
Q4 | $1.97M | Sell |
21,918
-870
| -4% | -$78.4K | 0.05% | 137 |
|
|
2024
Q3 | $2.25M | Sell |
22,788
-112
| -0.5% | -$11.1K | 0.06% | 131 |
|
|
2024
Q2 | $2.12M | Sell |
22,900
-1,286
| -5% | -$119K | 0.06% | 132 |
|
|
2024
Q1 | $2.29M | Buy |
24,186
+14,307
| +145% | +$1.36M | 0.06% | 131 |
|
|
2023
Q4 | $882K | Buy |
9,879
+714
| +8% | +$63.8K | 0.03% | 197 |
|
|
2023
Q3 | $669K | Sell |
9,165
-1,700
| -16% | -$124K | 0.03% | 210 |
|
|
2023
Q2 | $904K | Buy |
10,865
+1,796
| +20% | +$149K | 0.04% | 150 |
|
|
2023
Q1 | $691K | Sell |
9,069
-80
| -0.9% | -$6.1K | 0.03% | 152 |
|
|
2022
Q4 | $759K | Buy |
+9,149
| New | +$759K | 0.05% | 142 |
|