Powell Investment Advisors’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 | $352K | Buy |
4,245
+900
| +27% | +$74.6K | 0.13% | 96 |
|
|
2025
Q1 | $271K | Buy |
3,345
+75
| +2% | +$6.08K | 0.13% | 95 |
|
|
2024
Q4 | $294K | Hold |
3,270
| – | – | 0.14% | 94 |
|
|
2024
Q3 | $323K | Hold |
3,270
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $303K | Hold |
3,270
| – | – | 0.16% | 85 |
|
|
2024
Q1 | $310K | Hold |
3,270
| – | – | 0.16% | 80 |
|
|
2023
Q4 | $292K | Hold |
3,270
| – | – | 0.16% | 80 |
|
|
2023
Q3 | $239K | Buy |
3,270
+3,025
| +1,235% | +$221K | 0.14% | 95 |
|
|
2023
Q2 | $20.4K | Hold |
245
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $18.7K | Hold |
245
| – | – | 0.01% | 128 |
|
|
2022
Q4 | $20.3K | Hold |
245
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $19K | Sell |
245
-505
| -67% | -$39.2K | 0.01% | 124 |
|
|
2022
Q2 | $56K | Buy |
+750
| New | +$56K | 0.03% | 127 |
|