Congress 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
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.41M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $20.5M | Buy |
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|
2023
Q2 | $22.5M | Buy |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $5.68M | Sell |
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|
2022
Q3 | $5.47M | Sell |
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|
2022
Q2 | $5.16M | Buy |
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|
2022
Q1 | $856K | Buy |
|