SPDR S&P Biotech shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in SPDR S&P Biotech
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Biotech held by Balboa Wealth Partners 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 Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $363k | 3.7k | 98.80 |
2024-06-30 | $341k | 3.7k | 92.71 |
2024-03-31 | $685k | 7.2k | 94.89 |
2023-12-31 | $683k | 7.6k | 89.29 |
2023-09-30 | $558k | 7.6k | 73.02 |
2023-06-30 | $696k | 8.4k | 83.20 |
2023-03-31 | $645k | 8.5k | 76.21 |
2022-12-31 | $646k | 7.8k | 83.00 |
2022-09-30 | $628k | 7.9k | 79.34 |