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SPDR S&P Biotech shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth 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 Whalen Wealth 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 2.3k 98.80
2024-06-30 $2.0M 21k 92.71
2024-03-31 $1.5M 16k 94.89

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding SPDR S&P Biotech

Goldman Sachs Group
Jpmorgan Chase & Co
Healthcare Of Ontario Pension Plan Trust Fund
Bank of America Corporation
Citigroup
Jane Street
Citadel Advisors
Morgan Stanley
Susquehanna International
NWI Management
Bnp Paribas Arbitrage, Snc
Twin Tree Management
Parallax Volatility Advisers
Wells Fargo & Company
Logos Global Management

View all funds holding SPDR S&P Biotech