SPDR S&P Biotech shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 30k | 94.89 |
| 2023-12-31 | $2.5M | 28k | 89.29 |
| 2023-09-30 | $2.1M | 28k | 73.02 |
| 2023-06-30 | $2.2M | 26k | 83.20 |
| 2023-03-31 | $1.9M | 25k | 76.21 |
| 2022-12-31 | $2.2M | 26k | 82.99 |
| 2022-09-30 | $1.9M | 25k | 79.34 |
| 2022-06-30 | $1.9M | 25k | 74.29 |
| 2022-03-31 | $4.7M | 53k | 89.89 |
| 2021-12-31 | $5.0M | 45k | 111.95 |
| 2021-09-30 | $5.8M | 46k | 125.72 |
| 2021-06-30 | $5.9M | 44k | 135.40 |
| 2021-03-31 | $5.9M | 44k | 135.65 |
| 2020-12-31 | $5.6M | 40k | 140.78 |
| 2020-09-30 | $4.2M | 38k | 111.44 |
| 2020-06-30 | $3.9M | 35k | 111.96 |
| 2020-03-31 | $9.0k | 122 | 73.77 |
| 2019-12-31 | $330k | 3.5k | 95.24 |
| 2019-09-30 | $6.0k | 80 | 75.00 |