SPDR S&P Biotech shares owned by Circle Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $335k | 3.8k | 89.29 |
| 2023-09-30 | $274k | 3.8k | 73.02 |
| 2023-06-30 | $312k | 3.8k | 83.20 |
| 2023-03-31 | $286k | 3.8k | 76.21 |
| 2022-03-31 | $646k | 7.2k | 89.83 |
| 2021-12-31 | $1.5M | 13k | 111.96 |
| 2021-09-30 | $1.5M | 12k | 125.69 |
| 2021-06-30 | $1.6M | 12k | 135.38 |