Congress Wealth Management’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 | $1.87M | Buy |
22,517
+496
| +2% | +$41.1K | 0.02% | 568 |
|
|
2025
Q1 | $1.79M | Buy |
22,021
+1,585
| +8% | +$129K | 0.02% | 517 |
|
|
2024
Q4 | $1.84M | Sell |
20,436
-6,008
| -23% | -$541K | 0.03% | 422 |
|
|
2024
Q3 | $2.61M | Buy |
26,444
+727
| +3% | +$71.8K | 0.03% | 383 |
|
|
2024
Q2 | $2.38M | Buy |
25,717
+295
| +1% | +$27.4K | 0.04% | 332 |
|
|
2024
Q1 | $2.41M | Sell |
25,422
-656
| -3% | -$62.2K | 0.04% | 294 |
|
|
2023
Q4 | $2.33M | Sell |
26,078
-255,178
| -91% | -$22.8M | 0.04% | 299 |
|
|
2023
Q3 | $20.5M | Buy |
281,256
+10,565
| +4% | +$771K | 0.42% | 51 |
|
|
2023
Q2 | $22.5M | Buy |
270,691
+198,923
| +277% | +$16.6M | 0.52% | 41 |
|
|
2023
Q1 | $5.47M | Buy |
71,768
+3,286
| +5% | +$250K | 0.13% | 180 |
|
|
2022
Q4 | $5.68M | Sell |
68,482
-458
| -0.7% | -$38K | 0.15% | 177 |
|
|
2022
Q3 | $5.47M | Sell |
68,940
-466
| -0.7% | -$37K | 0.15% | 174 |
|
|
2022
Q2 | $5.16M | Buy |
69,406
+59,885
| +629% | +$4.45M | 0.13% | 180 |
|
|
2022
Q1 | $856K | Buy |
+9,521
| New | +$856K | 0.02% | 377 |
|