Founders Financial Alliance’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
Sell
-26
Closed -$2.11K 628
2025
Q1
$2.11K Hold
26
﹤0.01% 587
2024
Q4
$2.34K Hold
26
﹤0.01% 550
2024
Q3
$2.57K Hold
26
﹤0.01% 558
2024
Q2
$2.41K Hold
26
﹤0.01% 531
2024
Q1
$2.47K Hold
26
﹤0.01% 532
2023
Q4
$2.32K Hold
26
﹤0.01% 476
2023
Q3
$1.9K Hold
26
﹤0.01% 460
2023
Q2
$2.16K Sell
26
-24
-48% -$2K ﹤0.01% 493
2023
Q1
$3.81K Sell
50
-26
-34% -$1.98K ﹤0.01% 432
2022
Q4
$6.31K Hold
76
﹤0.01% 439
2022
Q3
$6K Sell
76
-657
-90% -$51.9K ﹤0.01% 437
2022
Q2
$54K Buy
733
+657
+864% +$48.4K 0.03% 326
2022
Q1
$7K Sell
76
-3,608
-98% -$332K ﹤0.01% 408
2021
Q4
$413K Hold
3,684
0.17% 136
2021
Q3
$463K Sell
3,684
-131
-3% -$16.5K 0.22% 107
2021
Q2
$512K Hold
3,815
0.23% 101
2021
Q1
$482K Sell
3,815
-4
-0.1% -$505 0.24% 96
2020
Q4
$539K Buy
3,819
+50
+1% +$7.06K 0.3% 77
2020
Q3
$419K Buy
+3,769
New +$419K 0.25% 82