Founders Financial Securities’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	–	Sell	-3,264	Closed	-$266K	–	515
2025 Q1	$266K	Sell	3,264 -400	-11%	-$35.8K	0.02%	407
2024 Q4	$330K	Sell	3,664 -1,857	-34%	-$180K	0.03%	366
2024 Q3	$545K	Sell	5,521 -907	-14%	-$89.1K	0.05%	256
2024 Q2	$596K	Buy	6,428 +858	+15%	+$76.9K	0.06%	257
2024 Q1	$529K	Buy	5,570 +337	+6%	+$31.3K	0.06%	255
2023 Q4	$467K	Buy	5,233 +101	+2%	+$7.5K	0.05%	255
2023 Q3	$375K	Sell	5,132 -100	-2%	-$7.99K	0.05%	241
2023 Q2	$435K	Buy	5,232 +476	+10%	+$39.8K	0.06%	226
2023 Q1	$362K	Buy	4,756 +363	+8%	+$30.1K	0.05%	240
2022 Q4	$365K	Buy	4,393 +450	+11%	+$36.4K	0.06%	230
2022 Q3	$313K	Buy	+3,943	New	+$332K	0.06%	228