HWAM
Hennion & Walsh Asset Management’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
11,923
+142
| +1% | +$11.8K | 0.04% | 497 |
|
|
2025
Q1 | $955K | Buy |
11,781
+7,391
| +168% | +$599K | 0.04% | 485 |
|
|
2024
Q4 | $639K | Hold |
4,390
| – | – | 0.03% | 571 |
|
|
2024
Q3 | $662K | Hold |
4,390
| – | – | 0.03% | 553 |
|
|
2024
Q2 | $612K | Hold |
4,390
| – | – | 0.03% | 532 |
|
|
2024
Q1 | $617K | Buy |
4,390
+2,035
| +86% | +$286K | 0.03% | 524 |
|
|
2023
Q4 | $210K | Buy |
+2,355
| New | +$210K | 0.01% | 765 |
|