Baldrige Asset Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Baldrige Asset 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 Q1	$1K	Hold	14	–	–	﹤0.01%	393
2022 Q4	$1K	Hold	14	–	–	﹤0.01%	305
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	295
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	303
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	311
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	313
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	339
2021 Q2	$2K	Buy	+14	New	+$1.84K	﹤0.01%	337

Other funds holding XBI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baldrige Asset Management's XBI Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q1 2023 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Baldrige Asset Management first reported a position in XBI in Q2 2021 and has held it in 8 quarters since. The position peaked at $2K in Q4 2021. 713 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

Baldrige Asset Management held 14 shares of State Street SPDR S&P Biotech ETF worth $1K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q1 2023.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #393 holding.
Baldrige Asset Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR S&P Biotech ETF position peaked at $2K in Q4 2021.
713 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.