SPDR S&P Biotech shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in SPDR S&P Biotech
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Biotech held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P Biotech by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 25k | 94.89 |
| 2023-12-31 | $2.3M | 26k | 89.29 |
| 2023-09-30 | $21M | 281k | 73.02 |
| 2023-06-30 | $23M | 271k | 83.20 |
| 2023-03-31 | $5.5M | 72k | 76.21 |
| 2022-12-31 | $5.7M | 69k | 83.00 |
| 2022-09-30 | $5.5M | 69k | 79.33 |
| 2022-06-30 | $5.2M | 69k | 74.27 |
| 2022-03-31 | $856k | 9.5k | 89.91 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /