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
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Quarterly reported holdings in SPDR S&P Biotech by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $203k | 2.2k | 92.71 |
| 2024-03-31 | $332k | 3.5k | 94.89 |
| 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 |