SPDR S&P Biotech shares owned by Compass Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 101.50 |
| 2025-03-31 | $52k | 635 | 81.10 |
| 2024-12-31 | $39k | 435 | 90.06 |
| 2024-09-30 | $43k | 435 | 98.80 |
| 2024-06-30 | $40k | 435 | 92.71 |
| 2024-03-31 | $41k | 435 | 94.89 |
| 2023-12-31 | $39k | 435 | 89.29 |
| 2023-09-30 | $30k | 405 | 73.02 |
| 2023-06-30 | $34k | 405 | 83.20 |
| 2023-03-31 | $31k | 405 | 76.21 |
| 2022-12-31 | $34k | 405 | 83.00 |