OPCM
Osborne Partners Capital 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 | $15.4M | Buy |
185,852
+83,572
| +82% | +$6.93M | 0.82% | 37 |
|
|
2025
Q1 | $8.29M | Buy |
102,280
+3,373
| +3% | +$274K | 0.48% | 74 |
|
|
2024
Q4 | $8.91M | Buy |
98,907
+4,900
| +5% | +$441K | 0.52% | 71 |
|
|
2024
Q3 | $9.29M | Buy |
94,007
+1,165
| +1% | +$115K | 0.53% | 67 |
|
|
2024
Q2 | $8.61M | Buy |
92,842
+3,365
| +4% | +$312K | 0.52% | 68 |
|
|
2024
Q1 | $8.49M | Buy |
89,477
+1,269
| +1% | +$120K | 0.52% | 71 |
|
|
2023
Q4 | $7.88M | Buy |
88,208
+3,723
| +4% | +$332K | 0.52% | 68 |
|
|
2023
Q3 | $6.17M | Buy |
84,485
+1,065
| +1% | +$77.8K | 0.46% | 73 |
|
|
2023
Q2 | $6.94M | Buy |
83,420
+1,284
| +2% | +$107K | 0.5% | 68 |
|
|
2023
Q1 | $6.26M | Buy |
82,136
+1,490
| +2% | +$114K | 0.46% | 82 |
|
|
2022
Q4 | $6.69M | Sell |
80,646
-1,854
| -2% | -$154K | 0.53% | 69 |
|
|
2022
Q3 | $6.54M | Buy |
82,500
+3,540
| +4% | +$281K | 0.55% | 65 |
|
|
2022
Q2 | $5.86M | Buy |
78,960
+1,772
| +2% | +$132K | 0.45% | 76 |
|
|
2022
Q1 | $6.94M | Buy |
+77,188
| New | +$6.94M | 0.51% | 67 |
|