SPDR S&P Biotech shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in SPDR S&P Biotech
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All positions including SPDR S&P Biotech held by TrinityPoint Wealth 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 TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.7M | 19k | 89.29 |
2023-09-30 | $3.3M | 45k | 73.02 |
2023-06-30 | $3.8M | 46k | 83.20 |
2023-03-31 | $4.0M | 53k | 76.21 |
2022-12-31 | $4.4M | 53k | 83.00 |
2022-09-30 | $4.2M | 53k | 79.32 |
2022-06-30 | $3.8M | 52k | 74.28 |
2022-03-31 | $670k | 7.5k | 89.88 |
2021-12-31 | $3.3M | 30k | 111.97 |
2021-09-30 | $667k | 5.3k | 125.78 |
2021-06-30 | $732k | 5.4k | 135.48 |
2021-03-31 | $787k | 5.8k | 135.62 |
2020-12-31 | $7.5M | 49k | 154.38 |
2020-09-30 | $6.6M | 59k | 111.44 |
2020-06-30 | $2.1M | 19k | 111.96 |
2020-03-31 | $940k | 12k | 77.44 |
2019-12-31 | $1.2M | 12k | 95.15 |
2019-09-30 | $1.1M | 13k | 83.16 |
2019-06-30 | $1.2M | 14k | 86.09 |
2019-03-31 | $1.8M | 19k | 90.52 |
2018-12-31 | $1.2M | 17k | 71.73 |