SPDR S&P Biotech shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.20 |
| 2025-06-30 | $1.1M | 13k | 82.93 |
| 2025-03-31 | $4.6M | 57k | 81.10 |
| 2024-12-31 | $7.3M | 82k | 90.06 |
| 2024-09-30 | $14M | 141k | 98.80 |
| 2024-06-30 | $12M | 126k | 92.71 |
| 2024-03-31 | $12M | 125k | 94.89 |
| 2023-09-30 | $11M | 149k | 73.02 |
| 2023-06-30 | $13M | 161k | 83.20 |
| 2023-03-31 | $12M | 161k | 76.21 |
| 2022-12-31 | $7.3M | 89k | 83.00 |
| 2022-09-30 | $7.5M | 95k | 79.32 |
| 2022-06-30 | $6.6M | 89k | 74.27 |
| 2022-03-31 | $8.7M | 97k | 89.88 |
| 2021-12-31 | $12M | 110k | 111.96 |
| 2021-09-30 | $14M | 112k | 125.71 |
| 2021-06-30 | $16M | 115k | 135.40 |
| 2021-03-31 | $14M | 103k | 135.65 |
| 2020-12-31 | $13M | 95k | 140.78 |
| 2020-09-30 | $10M | 94k | 111.43 |
| 2020-06-30 | $9.8M | 88k | 111.95 |
| 2020-03-31 | $5.3M | 68k | 77.45 |
| 2019-12-31 | $7.0M | 74k | 95.11 |
| 2019-09-30 | $6.1M | 80k | 76.25 |
More positions owned by Williams Jones Wealth Management
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