Empire Financial Management Company’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
$479K Sell
5,775
-450
-7% -$37.3K 0.14% 146
2025
Q1
$505K Sell
6,225
-900
-13% -$73K 0.16% 141
2024
Q4
$642K Sell
7,125
-12,882
-64% -$1.16M 0.2% 126
2024
Q3
$1.98M Buy
20,007
+629
+3% +$62.1K 0.61% 55
2024
Q2
$1.8M Buy
19,378
+1,558
+9% +$144K 0.59% 56
2024
Q1
$1.69M Buy
17,820
+2,474
+16% +$235K 0.56% 61
2023
Q4
$1.37M Buy
15,346
+1,035
+7% +$92.4K 0.54% 57
2023
Q3
$1.04M Sell
14,311
-1,738
-11% -$127K 0.46% 64
2023
Q2
$1.34M Sell
16,049
-140
-0.9% -$11.6K 0.53% 56
2023
Q1
$1.23M Buy
+16,189
New +$1.23M 0.5% 62