SPDR S&P Biotech shares owned by Burns Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in SPDR S&P Biotech
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Biotech held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Biotech by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $263k | 3.6k | 73.02 |
2023-06-30 | $322k | 3.9k | 83.20 |
2023-03-31 | $295k | 3.9k | 76.21 |
2022-12-31 | $366k | 4.4k | 83.00 |
2022-09-30 | $321k | 4.0k | 79.40 |
2022-06-30 | $307k | 4.1k | 74.35 |
2022-03-31 | $374k | 4.2k | 89.86 |
2021-12-31 | $487k | 4.4k | 111.93 |
2021-06-30 | $1.1M | 8.4k | 135.36 |
2021-03-31 | $1.2M | 8.6k | 135.66 |
2020-12-31 | $1.3M | 9.1k | 140.81 |
2020-09-30 | $1.0M | 9.2k | 111.42 |
2020-06-30 | $1.0M | 9.2k | 111.95 |
2020-03-31 | $748k | 9.7k | 77.46 |
2019-12-31 | $1.1M | 12k | 95.14 |
2019-09-30 | $893k | 12k | 76.27 |
2019-06-30 | $1.0M | 12k | 87.70 |
2019-03-31 | $1.1M | 12k | 90.52 |
2018-12-31 | $1.0M | 14k | 71.71 |
2018-09-30 | $1.4M | 15k | 95.88 |
2018-06-30 | $1.3M | 14k | 95.16 |
2018-03-31 | $1.3M | 14k | 87.70 |
2017-12-31 | $1.3M | 15k | 84.87 |
2017-09-30 | $1.3M | 15k | 86.54 |
2017-06-30 | $1.2M | 15k | 77.20 |
2017-03-31 | $1.0M | 15k | 68.08 |
2016-12-31 | $800k | 14k | 59.17 |
2016-09-30 | $595k | 11k | 56.11 |
2016-06-30 | $504k | 9.3k | 54.08 |
2016-03-31 | $290k | 5.6k | 51.70 |