Spire Wealth Management’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 | $1.03M | Sell |
12,395
-5,114
| -29% | -$424K | 0.04% | 361 |
|
|
2025
Q1 | $1.42M | Buy |
17,509
+268
| +2% | +$21.7K | 0.05% | 328 |
|
|
2024
Q4 | $1.55M | Buy |
17,241
+1,669
| +11% | +$150K | 0.05% | 290 |
|
|
2024
Q3 | $1.54M | Buy |
15,572
+2,557
| +20% | +$253K | 0.05% | 286 |
|
|
2024
Q2 | $1.21M | Sell |
13,015
-76
| -0.6% | -$7.05K | 0.04% | 306 |
|
|
2024
Q1 | $1.24M | Buy |
13,091
+63
| +0.5% | +$5.98K | 0.02% | 335 |
|
|
2023
Q4 | $1.13M | Hold |
13,028
| – | – | 0.04% | 338 |
|
|
2023
Q3 | $951K | Sell |
13,028
-155
| -1% | -$11.3K | 0.04% | 339 |
|
|
2023
Q2 | $1.1M | Sell |
13,183
-130
| -1% | -$10.8K | 0.04% | 334 |
|
|
2023
Q1 | $1.01M | Sell |
13,313
-562
| -4% | -$42.8K | 0.04% | 339 |
|
|
2022
Q4 | $1.15M | Buy |
13,875
+314
| +2% | +$26.1K | 0.06% | 219 |
|
|
2022
Q3 | $1.08M | Sell |
13,561
-443
| -3% | -$35.2K | 0.07% | 207 |
|
|
2022
Q2 | $1.04M | Buy |
14,004
+387
| +3% | +$28.7K | 0.04% | 324 |
|
|
2022
Q1 | $1.22M | Sell |
13,617
-380
| -3% | -$34.2K | 0.03% | 351 |
|
|
2021
Q4 | $1.57M | Sell |
13,997
-254
| -2% | -$28.4K | 0.03% | 348 |
|
|
2021
Q3 | $1.79M | Sell |
14,251
-32
| -0.2% | -$4.02K | 0.05% | 302 |
|
|
2021
Q2 | $1.93M | Sell |
14,283
-61,082
| -81% | -$8.27M | 0.05% | 294 |
|
|
2021
Q1 | $10.2M | Buy |
+75,365
| New | +$10.2M | 0.27% | 104 |
|