American Portfolios Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

American Portfolios 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
2022 Q3	$786K	Buy	9,906 +2,584	+35%	+$218K	0.03%	496
2022 Q2	$544K	Buy	7,322 +2,839	+63%	+$213K	0.02%	625
2022 Q1	$403K	Sell	4,483 -1,633	-27%	-$151K	0.01%	841
2021 Q4	$685K	Sell	6,116 -75	-1%	-$9.05K	0.02%	616
2021 Q3	$778K	Buy	6,191 +421	+7%	+$54.2K	0.03%	541
2021 Q2	$781K	Buy	5,770 +285	+5%	+$37.5K	0.03%	538
2021 Q1	$744K	Buy	5,485 +45	+0.8%	+$6.74K	0.03%	506
2020 Q4	$766K	Buy	5,440 +128	+2%	+$16.4K	0.04%	423
2020 Q3	$592K	Sell	5,312 -198	-4%	-$22.2K	0.03%	432
2020 Q2	$617K	Buy	5,510 +185	+3%	+$18.2K	0.04%	381
2020 Q1	$412K	Sell	5,325 -3	-0.1%	-$266	0.03%	418
2019 Q4	$507K	Buy	5,328 +220	+4%	+$19K	0.04%	411
2019 Q3	$389K	Buy	5,108 +300	+6%	+$24.9K	0.03%	477
2019 Q2	$422K	Sell	4,808 -1,690	-26%	-$144K	0.04%	449
2019 Q1	$588K	Buy	6,498 +595	+10%	+$50.6K	0.06%	326
2018 Q4	$424K	Buy	5,903 +4,162	+239%	+$335K	0.05%	315
2018 Q3	$167K	Buy	1,741 +148	+9%	+$14.3K	0.02%	650
2018 Q2	$152K	Sell	1,593 -1,041	-40%	-$95.7K	0.02%	665
2018 Q1	$231K	Sell	2,634 -2,093	-44%	-$191K	0.03%	455
2017 Q4	$401K	Buy	+4,727	New	+$396K	0.06%	307

Other funds holding XBI

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

American Portfolios Advisors's XBI Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR S&P Biotech ETF (XBI) stake by 35% in Q3 2022, buying an estimated $218K and bringing the position to 9,906 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #496.

American Portfolios Advisors first reported a position in XBI in Q4 2017 and has held it in 20 quarters since. 703 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

American Portfolios Advisors held 9,906 shares of State Street SPDR S&P Biotech ETF worth $786K as of Q3 2022.
American Portfolios Advisors bought 2,584 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $218K.
State Street SPDR S&P Biotech ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #496 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 20 quarters since.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.