Mount Yale Investment Advisors’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 | $664 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $73K | Buy |
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|
2018
Q2 | $76K | Buy |
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