SPDR S&P Biotech shares owned by Modera Wealth Management
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in SPDR S&P Biotech
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Quarterly reported holdings in SPDR S&P Biotech by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 21k | 94.89 |
| 2023-12-31 | $1.9M | 21k | 89.29 |
| 2023-09-30 | $402k | 17k | 23.82 |
| 2023-06-30 | $1.8M | 22k | 83.20 |
| 2022-09-30 | $222k | 2.8k | 79.26 |
| 2022-06-30 | $208k | 2.8k | 74.26 |
| 2022-03-31 | $252k | 2.8k | 89.97 |
| 2021-12-31 | $314k | 2.8k | 112.10 |
| 2021-09-30 | $373k | 3.0k | 125.63 |
| 2021-06-30 | $402k | 3.0k | 135.40 |
| 2021-03-31 | $378k | 2.8k | 135.58 |
| 2020-12-31 | $366k | 2.6k | 140.66 |
| 2020-09-30 | $288k | 2.6k | 111.63 |
| 2020-06-30 | $294k | 2.6k | 111.96 |
| 2020-03-31 | $229k | 3.0k | 77.31 |
| 2019-12-31 | $267k | 2.8k | 94.95 |
| 2019-09-30 | $214k | 2.8k | 76.10 |
| 2019-06-30 | $262k | 3.0k | 87.86 |
| 2019-03-31 | $270k | 3.0k | 90.54 |
| 2018-12-31 | $214k | 3.0k | 71.76 |
| 2018-09-30 | $286k | 3.0k | 95.91 |
| 2018-06-30 | $286k | 3.0k | 95.21 |
| 2018-03-31 | $278k | 3.2k | 87.72 |
| 2017-12-31 | $243k | 2.9k | 84.76 |
| 2017-09-30 | $248k | 2.9k | 86.50 |
| 2017-06-30 | $221k | 2.9k | 77.11 |
| 2016-09-30 | $220k | 3.3k | 66.39 |