Institute for 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
Q3 | $912K | Sell |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $785K | Buy |
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|
2024
Q4 | $855K | Buy |
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|
2024
Q3 | $894K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $611K | Sell |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $218K | Buy |
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