SPDR S&P Biotech shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 96k | 1.25 |
| 2025-06-30 | $116k | 96k | 1.21 |
| 2025-03-31 | $126k | 107k | 1.18 |
| 2024-12-31 | $23k | 252 | 90.07 |
| 2024-09-30 | $33k | 332 | 98.85 |
| 2024-06-30 | $31k | 332 | 92.75 |
| 2024-03-31 | $57k | 597 | 94.89 |
| 2023-12-31 | $30k | 332 | 89.30 |
| 2023-09-30 | $24k | 332 | 73.02 |
| 2023-06-30 | $28k | 332 | 83.20 |
| 2023-03-31 | $25k | 332 | 76.21 |
| 2022-12-31 | $28k | 332 | 83.00 |
| 2022-09-30 | $26k | 332 | 78.31 |
| 2022-06-30 | $24k | 332 | 72.29 |
| 2022-03-31 | $29k | 332 | 87.35 |
| 2021-12-31 | $37k | 332 | 111.45 |
| 2021-09-30 | $123k | 985 | 124.87 |
| 2021-06-30 | $133k | 985 | 135.03 |
| 2021-03-31 | $130k | 960 | 135.42 |
| 2020-12-31 | $141k | 842 | 167.46 |