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

Bradley & Co 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
2022 Q1	–	Sell	-867	Closed	-$97K	–	169
2021 Q4	$97K	Buy	+867	New	+$105K	0.08%	71

Other funds holding XBI

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bradley & Co Private Wealth Management's XBI Position: Q1 2022 in Review

Bradley & Co Private Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 867 shares — an estimated $97K sold.

Bradley & Co Private Wealth Management first reported a position in XBI in Q4 2021 and held it in 1 quarter. The position peaked at $97K in Q4 2021. 703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 867 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $97K.
Bradley & Co Private Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and held it in 1 quarter.
Bradley & Co Private Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $97K in Q4 2021.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.