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CAL
Capital Analysts LLC’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Capital Analysts LLC’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
-250
Closed
-$19K
–
1036
2023
Q1
$19K
Buy
+250
New
+$20.7K
﹤0.01%
744
2021
Q2
–
Sell
-20
Closed
-$3K
–
1096
2021
Q1
$3K
Buy
+20
New
+$2.99K
﹤0.01%
940
2020
Q3
–
Sell
-1,500
Closed
-$168K
–
768
2020
Q2
$168K
Hold
1,500
–
–
0.02%
229
2020
Q1
$116K
Sell
1,500
-2,375
-61%
-$210K
0.01%
243
2019
Q4
$369K
Sell
3,875
-4,150
-52%
-$359K
0.04%
198
2019
Q3
$611K
Buy
8,025
+625
+8%
+$51.9K
0.06%
177
2019
Q2
$649K
Buy
7,400
+750
+11%
+$64K
0.07%
174
2019
Q1
$602K
Buy
6,650
+1,650
+33%
+$140K
0.07%
168
2018
Q4
$359K
Buy
+5,000
New
+$403K
0.05%
173
Other funds holding XBI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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