SPDR S&P Biotech shares owned by Montis Financial
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $252k | 2.5k | 98.80 |
| 2024-06-30 | $236k | 2.5k | 92.71 |
| 2024-03-31 | $242k | 2.5k | 94.89 |
| 2023-12-31 | $228k | 2.5k | 89.29 |
| 2023-06-30 | $225k | 2.7k | 83.20 |
| 2023-03-31 | $206k | 2.7k | 76.21 |
| 2022-12-31 | $225k | 2.7k | 83.00 |
| 2022-09-30 | $448k | 5.6k | 79.35 |
| 2022-06-30 | $419k | 5.6k | 74.21 |
| 2022-03-31 | $373k | 4.2k | 89.84 |
| 2021-12-31 | $284k | 2.5k | 111.94 |
| 2021-09-30 | $313k | 2.5k | 123.37 |
| 2021-06-30 | $402k | 3.0k | 135.35 |
| 2021-03-31 | $264k | 1.9k | 137.07 |
| 2020-12-31 | $293k | 1.9k | 152.13 |