SPDR S&P Biotech shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 5.7k | 100.20 |
| 2025-06-30 | $704k | 8.5k | 82.93 |
| 2025-03-31 | $689k | 8.5k | 81.10 |
| 2024-12-31 | $765k | 8.5k | 90.06 |
| 2024-09-30 | $839k | 8.5k | 98.80 |
| 2024-06-30 | $926k | 10k | 92.71 |
| 2024-03-31 | $948k | 10k | 94.89 |
| 2023-09-30 | $586k | 8.0k | 73.02 |
| 2023-06-30 | $758k | 9.1k | 83.20 |
| 2023-03-31 | $634k | 8.3k | 76.21 |
| 2022-12-31 | $1.6M | 19k | 83.00 |
| 2022-09-30 | $671k | 8.4k | 79.52 |
| 2022-06-30 | $627k | 8.4k | 74.26 |
| 2022-03-31 | $605k | 6.7k | 89.85 |
| 2021-12-31 | $390k | 3.5k | 111.84 |
| 2021-09-30 | $438k | 3.5k | 125.61 |
| 2021-06-30 | $493k | 3.6k | 135.37 |
| 2021-03-31 | $281k | 2.1k | 135.68 |
| 2020-12-31 | $436k | 3.1k | 140.83 |
| 2020-09-30 | $231k | 2.1k | 111.54 |
| 2020-06-30 | $232k | 2.1k | 112.02 |
| 2017-12-31 | $102k | 1.2k | 85.00 |
| 2017-09-30 | $104k | 1.2k | 86.67 |
| 2017-06-30 | $93k | 1.2k | 77.50 |
| 2017-03-31 | $83k | 1.2k | 69.17 |
| 2016-12-31 | $71k | 1.2k | 59.17 |
| 2016-09-30 | $80k | 1.2k | 66.67 |
| 2016-06-30 | $65k | 1.2k | 54.17 |
| 2016-03-31 | $62k | 1.2k | 51.67 |
| 2015-12-31 | $84k | 1.2k | 70.00 |
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