SPDR S&P Biotech shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $840k | 8.9k | 94.89 |
| 2023-12-31 | $648k | 7.3k | 89.29 |
| 2023-09-30 | $1.3M | 18k | 73.02 |
| 2023-06-30 | $1.6M | 19k | 83.20 |
| 2023-03-31 | $1.6M | 22k | 76.21 |
| 2022-12-31 | $1.6M | 20k | 83.00 |
| 2022-09-30 | $1.6M | 20k | 79.31 |
| 2022-06-30 | $579k | 7.8k | 74.27 |
| 2022-03-31 | $717k | 8.0k | 89.30 |
| 2021-12-31 | $1.6M | 14k | 111.97 |
| 2021-09-30 | $1.8M | 14k | 125.81 |
| 2021-06-30 | $1.9M | 14k | 135.42 |
| 2021-03-31 | $1.7M | 12k | 135.66 |
| 2020-12-31 | $1.7M | 12k | 140.85 |
| 2020-09-30 | $1.2M | 11k | 111.92 |
| 2020-06-30 | $1.2M | 11k | 111.92 |
| 2020-03-31 | $835k | 11k | 77.36 |
| 2019-12-31 | $1.1M | 11k | 95.25 |
| 2019-09-30 | $828k | 11k | 76.05 |
| 2019-06-30 | $955k | 11k | 87.71 |
| 2019-03-31 | $984k | 11k | 90.57 |
| 2018-12-31 | $753k | 11k | 71.63 |
| 2018-09-30 | $1.5M | 15k | 95.30 |
| 2018-06-30 | $1.5M | 15k | 96.22 |
| 2018-03-31 | $260k | 3.0k | 87.48 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners