Evercore Wealth Management’s 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 | $704K | Hold |
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|
2025
Q1 | $689K | Hold |
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|
2024
Q4 | $765K | Hold |
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|
2024
Q3 | $839K | Sell |
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|
2024
Q2 | $926K | Hold |
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|
2024
Q1 | $948K | Buy |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $758K | Buy |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $670K | Hold |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $102K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $93K | Hold |
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|
2017
Q1 | $83K | Hold |
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|
2016
Q4 | $71K | Hold |
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|
2016
Q3 | $80K | Hold |
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|
2016
Q2 | $65K | Hold |
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|
2016
Q1 | $62K | Hold |
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|
2015
Q4 | $84K | Buy |
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