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Blue Bell Private Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Blue Bell Private Wealth 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
Q2 		– Sell
-11
Closed -$838 – 695
2023
Q1 		$838 Hold
11
– – ﹤0.01% 624
2022
Q4 		$913 Hold
11
– – ﹤0.01% 641
2022
Q3 		$1K Sell
11
-40
-78% -$3.37K ﹤0.01% 721
2022
Q2 		$4K Hold
51
– – ﹤0.01% 572
2022
Q1 		$5K Sell
51
-157
-75% -$14.5K ﹤0.01% 571
2021
Q4 		$23K Buy
+208
New +$25.1K 0.01% 293

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return