Accel Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Accel Wealth Management’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-108	Closed	-$8.23K	–	891
2023 Q1	$8.23K	Hold	108	–	–	﹤0.01%	937
2022 Q4	$8.96K	Hold	108	–	–	﹤0.01%	736
2022 Q3	$9K	Hold	108	–	–	﹤0.01%	769
2022 Q2	$9K	Sell	108 -60	-36%	-$4.5K	0.01%	733
2022 Q1	$16K	Sell	168 -100	-37%	-$9.23K	0.01%	611
2021 Q4	$30K	Hold	268	–	–	0.01%	490
2021 Q3	$34K	Hold	268	–	–	0.02%	394
2021 Q2	$36K	Hold	268	–	–	0.02%	406
2021 Q1	$36K	Hold	268	–	–	0.03%	381
2020 Q4	$38K	Buy	+268	New	+$34.3K	0.04%	351

Other funds holding XBI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Accel Wealth Management's XBI Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2023, closing a stake of 108 shares — an estimated $8.23K sold.

Accel Wealth Management first reported a position in XBI in Q4 2020 and held it in 10 quarters. The position peaked at $38K in Q4 2020. 712 funds tracked by Wall St. Rank hold XBI as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 108 State Street SPDR S&P Biotech ETF shares in Q2 2023, an estimated $8.23K.
Accel Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $38K in Q4 2020.
712 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.