AWS
XBI icon

AJ Wealth Strategies’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

AJ Wealth Strategies’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
2022
Q3 		– Sell
-2,900
Closed -$215K – 325
2022
Q2 		$215K Buy
+2,900
New +$218K 0.01% 269

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

AJ Wealth Strategies's XBI Position: Q3 2022 in Review

AJ Wealth Strategies sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2022, closing a stake of 2,900 shares — an estimated $215K sold.

AJ Wealth Strategies first reported a position in XBI in Q2 2022 and held it in 1 quarter. The position peaked at $215K in Q2 2022. 704 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

  • AJ Wealth Strategies reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 2,900 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $215K.
  • AJ Wealth Strategies first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's State Street SPDR S&P Biotech ETF position peaked at $215K in Q2 2022.
  • 704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.