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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
2026-03-31 $203k 1.6k 127.76
2024-12-31 $211k 2.3k 90.06
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 Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 2031 (IBTL)
Meta Platforms Cl A (META)
Ishares Tr Ibonds Dec 29 (IBDU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Mbs Etf (MBB)

View all positions for Whalen Wealth Management

Top funds holding SPDR S&P Biotech

Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Deep Track Capital
Jane Street
Citadel Advisors
UBS Group
Point72 Asset Management
Peak6
Wells Fargo & Company
Soleus Capital Management
Barclays
Millennium Management
Balyasny Asset Management

View all funds holding SPDR S&P Biotech