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SPDR S&P Biotech shares owned by Synergy Financial Management

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in SPDR S&P Biotech

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Biotech held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $389k 2.5k 158.25
2022-06-30 $4.3M 58k 74.28

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding SPDR S&P Biotech

Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Morgan Stanley
Citigroup
Bank of America Corporation
Jane Street
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Citadel Advisors
Wells Fargo & Company
UBS Group
Peak6
Barclays
Millennium Management
Leucadia National Corporation

View all funds holding SPDR S&P Biotech