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Axiom Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Axiom Advisory’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
2024
Q3 		$2.43M Buy
24,704
+435
+2% +$42.7K 0.02% 101
2024
Q2 		$2.18M Buy
+24,269
New +$2.18M 0.02% 102

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Axiom Advisory's XBI Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.8% in Q3 2024, buying an estimated $42.7K and bringing the position to 24,704 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #101.

Axiom Advisory first reported a position in XBI in Q2 2024 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold XBI as of Q3 2024.

  • Axiom Advisory held 24,704 shares of State Street SPDR S&P Biotech ETF worth $2.43M as of Q3 2024.
  • Axiom Advisory bought 435 State Street SPDR S&P Biotech ETF shares in Q3 2024, an estimated $42.7K.
  • State Street SPDR S&P Biotech ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #101 holding.
  • Axiom Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q2 2024 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.