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All Season Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

All Season Financial Advisors’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
Q1 		– Sell
-3,692
Closed -$306K – 140
2022
Q4 		$306K Buy
+3,692
New +$299K 0.27% 93
2022
Q2 		– Sell
-4,037
Closed -$363K – 175
2022
Q1 		$363K Buy
+4,037
New +$373K 0.26% 106

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

All Season Financial Advisors's XBI Position: Q1 2023 in Review

All Season Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 3,692 shares — an estimated $306K sold.

All Season Financial Advisors first reported a position in XBI in Q1 2022 and held it in 2 quarters. The position peaked at $363K in Q1 2022. 713 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

  • All Season Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 3,692 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $306K.
  • All Season Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 2 quarters.
  • All Season Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $363K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on All Season Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.