Buckingham Strategic Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Buckingham Strategic Wealth’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 Q2	$325K	Buy	3,503 +51	+1%	+$4.57K	﹤0.01%	581
2024 Q1	$328K	Buy	3,452 +335	+11%	+$31.1K	﹤0.01%	568
2023 Q4	$278K	Sell	3,117 -50	-2%	-$3.71K	﹤0.01%	586
2023 Q3	$231K	Buy	3,167 +208	+7%	+$16.6K	﹤0.01%	597
2023 Q2	$246K	Sell	2,959 -743	-20%	-$62.1K	﹤0.01%	577
2023 Q1	$307K	Hold	3,702	–	–	0.01%	477
2022 Q4	$307K	Buy	+3,702	New	+$300K	0.01%	479

Other funds holding XBI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Buckingham Strategic Wealth's XBI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR S&P Biotech ETF (XBI) stake by 1.5% in Q2 2024, buying an estimated $4.57K and bringing the position to 3,503 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Buckingham Strategic Wealth first reported a position in XBI in Q4 2022 and has held it in 7 quarters since. The position peaked at $328K in Q1 2024. 761 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

Buckingham Strategic Wealth held 3,503 shares of State Street SPDR S&P Biotech ETF worth $325K as of Q2 2024.
Buckingham Strategic Wealth bought 51 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $4.57K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #581 holding.
Buckingham Strategic Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's State Street SPDR S&P Biotech ETF position peaked at $328K in Q1 2024.
761 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.