Embree Financial Group’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
$273K Sell
3,294
-1,020
-24% -$84.6K 0.04% 184
2025
Q1
$350K Buy
4,314
+815
+23% +$66.1K 0.06% 151
2024
Q4
$315K Sell
3,499
-401
-10% -$36.1K 0.05% 155
2024
Q3
$385K Buy
3,900
+701
+22% +$69.3K 0.07% 135
2024
Q2
$297K Buy
+3,199
New +$297K 0.06% 148