SPDR S&P Biotech shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 9.1k | 100.20 |
| 2025-06-30 | $804k | 9.7k | 82.93 |
| 2025-03-31 | $785k | 9.7k | 81.10 |
| 2024-12-31 | $855k | 9.5k | 90.06 |
| 2024-09-30 | $894k | 9.0k | 98.80 |
| 2024-06-30 | $809k | 8.7k | 92.71 |
| 2024-03-31 | $819k | 8.6k | 94.89 |
| 2023-12-31 | $763k | 8.5k | 89.29 |
| 2023-09-30 | $592k | 8.1k | 73.02 |
| 2023-06-30 | $677k | 8.1k | 83.20 |
| 2023-03-31 | $611k | 8.0k | 76.21 |
| 2022-12-31 | $822k | 9.9k | 83.00 |
| 2022-09-30 | $714k | 9.0k | 79.32 |
| 2022-06-30 | $650k | 8.7k | 74.29 |
| 2022-03-31 | $520k | 5.8k | 89.95 |
| 2019-12-31 | $15k | 160 | 93.75 |
| 2019-03-31 | $205k | 2.3k | 90.59 |
| 2017-06-30 | $218k | 2.8k | 77.06 |
More positions owned by Institute For Wealth Management
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