BDO Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

BDO Wealth 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 Q2	$10.8K	Hold	130	–	–	﹤0.01%	685
2023 Q1	$9.91K	Sell	130 -200	-61%	-$16.6K	﹤0.01%	705
2022 Q4	$27.4K	Buy	330 +130	+65%	+$10.5K	﹤0.01%	515
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	619
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	618
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	618
2021 Q4	$22K	Hold	200	–	–	﹤0.01%	606
2021 Q3	$25K	Buy	+200	New	+$25.8K	﹤0.01%	568

Other funds holding XBI

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

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

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

BDO Wealth Advisors's XBI Position: Q2 2023 in Review

BDO Wealth Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2023 at 130 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

BDO Wealth Advisors first reported a position in XBI in Q3 2021 and has held it in 8 quarters since. The position peaked at $27.4K in Q4 2022. 712 funds tracked by Wall St. Rank hold XBI as of Q2 2023.

BDO Wealth Advisors held 130 shares of State Street SPDR S&P Biotech ETF worth $10.8K as of Q2 2023.
BDO Wealth Advisors left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2023.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #685 holding.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2021 and has held it in 8 quarters since.
BDO Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $27.4K in Q4 2022.
712 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.