Summit Trail 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 | $830K | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $882K | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $7.49M | Sell |
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|
2023
Q1 | $16M | Sell |
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|
2022
Q4 | $22M | Buy |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $5.08M | Buy |
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|
2022
Q1 | $3.73M | Sell |
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|
2021
Q4 | $23.8M | Buy |
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|
2021
Q3 | $5.57M | Buy |
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