Jones Financial Companies’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
$1.37M Sell
2025
Q1
$1.59M Sell
2024
Q4
$1.86M Buy
2024
Q3
$765K Buy
2024
Q2
$96.5K Buy
2024
Q1
$11K Buy
2023
Q1
Sell
2022
Q4
$1K Buy
2021
Q2
Sell
2021
Q1
$5K Buy
2013
Q4
Sell
2013
Q3
$11K Hold
2013
Q2
$9K Buy