SPDR S&P Biotech shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in SPDR S&P Biotech
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P Biotech held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P Biotech by Navis Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $237k | 2.4k | 98.80 |
2024-06-30 | $249k | 2.7k | 92.71 |
2024-03-31 | $254k | 2.7k | 94.89 |
2022-09-30 | $524k | 6.6k | 79.25 |
2022-06-30 | $491k | 6.6k | 74.26 |
2022-03-31 | $734k | 8.2k | 89.93 |
2021-12-31 | $903k | 8.1k | 112.01 |
2021-09-30 | $831k | 6.6k | 125.68 |
2021-06-30 | $895k | 6.6k | 135.36 |
2021-03-31 | $897k | 6.6k | 135.66 |
2020-12-31 | $931k | 6.6k | 140.85 |