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SPDR S&P Biotech shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted 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 Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 90.64
2023-12-31 $1.3M 15k 89.74
2023-09-30 $1.0M 14k 72.69

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Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
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Vanguard Specialized Funds Div App Etf (VIG)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding SPDR S&P Biotech

Goldman Sachs Group
Citadel Advisors
Millennium Management
UBS Group
Bank of America Corporation
Citigroup
venBio Select Advisor
Jpmorgan Chase & Co
Nantahala Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Moore Capital Management
Barclays
Perceptive Advisors
Gts Securities
Brown Advisory Holdings Incorporated

View all funds holding SPDR S&P Biotech