Means Investment Company’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 | $603K | Sell |
7,273
-45,393
| -86% | -$3.76M | 0.06% | 116 |
|
|
2025
Q1 | $4.27M | Sell |
52,666
-54,107
| -51% | -$4.39M | 0.45% | 35 |
|
|
2024
Q4 | $9.62M | Buy |
106,773
+1,407
| +1% | +$127K | 1% | 18 |
|
|
2024
Q3 | $10.4M | Buy |
105,366
+424
| +0.4% | +$41.9K | 1.16% | 18 |
|
|
2024
Q2 | $9.73M | Buy |
104,942
+37,847
| +56% | +$3.51M | 1.16% | 16 |
|
|
2024
Q1 | $6.37M | Sell |
67,095
-806
| -1% | -$76.5K | 0.82% | 24 |
|
|
2023
Q4 | $6.06M | Sell |
67,901
-12,003
| -15% | -$1.07M | 0.87% | 22 |
|
|
2023
Q3 | $5.83M | Sell |
79,904
-13,634
| -15% | -$996K | 0.96% | 19 |
|
|
2023
Q2 | $7.78M | Sell |
93,538
-989
| -1% | -$82.3K | 1.23% | 19 |
|
|
2023
Q1 | $7.2M | Sell |
94,527
-2,139
| -2% | -$163K | 1.27% | 17 |
|
|
2022
Q4 | $8.02M | Buy |
96,666
+212
| +0.2% | +$17.6K | 1.61% | 13 |
|
|
2022
Q3 | $7.65M | Sell |
96,454
-31
| -0% | -$2.46K | 1.66% | 12 |
|
|
2022
Q2 | $7.17M | Buy |
96,485
+3,053
| +3% | +$227K | 1.52% | 12 |
|
|
2022
Q1 | $8.4M | Buy |
93,432
+2,072
| +2% | +$186K | 1.52% | 12 |
|
|
2021
Q4 | $10.2M | Buy |
91,360
+2,372
| +3% | +$266K | 1.81% | 11 |
|
|
2021
Q3 | $11.2M | Buy |
88,988
+3,630
| +4% | +$456K | 2.21% | 11 |
|
|
2021
Q2 | $11.6M | Buy |
85,358
+5,629
| +7% | +$762K | 2.31% | 9 |
|
|
2021
Q1 | $10.8M | Buy |
79,729
+784
| +1% | +$106K | 2.46% | 7 |
|
|
2020
Q4 | $13.1M | Buy |
78,945
+4,484
| +6% | +$744K | 2.98% | 5 |
|
|
2020
Q3 | $8.93M | Buy |
74,461
+4,291
| +6% | +$514K | 2.45% | 6 |
|
|
2020
Q2 | $7.68M | Buy |
70,170
+3,310
| +5% | +$362K | 2.4% | 6 |
|
|
2020
Q1 | $6.27M | Buy |
66,860
+1,085
| +2% | +$102K | 2.43% | 6 |
|
|
2019
Q4 | $6.33M | Sell |
65,775
-424
| -0.6% | -$40.8K | 2.12% | 10 |
|
|
2019
Q3 | $5.5M | Buy |
66,199
+2,270
| +4% | +$189K | 2.08% | 9 |
|
|
2019
Q2 | $5.56M | Buy |
63,929
+2,297
| +4% | +$200K | 2.28% | 9 |
|
|
2019
Q1 | $5.58M | Buy |
61,632
+7,060
| +13% | +$639K | 2.45% | 6 |
|
|
2018
Q4 | $3.92M | Buy |
+54,572
| New | +$3.92M | 2.17% | 7 |
|