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	22,517 +496	+2%	+$39.6K	0.02%	568
2025 Q1	$1.79M	Buy	22,021 +1,585	+8%	+$142K	0.02%	517
2024 Q4	$1.84M	Sell	20,436 -6,008	-23%	-$582K	0.03%	422
2024 Q3	$2.61M	Buy	26,444 +727	+3%	+$71.4K	0.03%	383
2024 Q2	$2.38M	Buy	25,717 +295	+1%	+$26.4K	0.04%	332
2024 Q1	$2.41M	Sell	25,422 -656	-3%	-$60.9K	0.04%	294
2023 Q4	$2.33M	Sell	26,078 -255,178	-91%	-$19M	0.04%	299
2023 Q3	$20.5M	Buy	281,256 +10,565	+4%	+$844K	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%	+$273K	0.13%	180
2022 Q4	$5.68M	Sell	68,482 -458	-0.7%	-$37.1K	0.15%	177
2022 Q3	$5.47M	Sell	68,940 -466	-0.7%	-$39.3K	0.15%	174
2022 Q2	$5.16M	Buy	69,406 +59,885	+629%	+$4.5M	0.13%	180
2022 Q1	$856K	Buy	+9,521	New	+$879K	0.02%	377