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

Chicago 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
Q1 		– Sell
-50,738
Closed -$4.21M – 50
2022
Q4 		$4.21M Buy
50,738
+3,981
+9% +$322K 3.63% 10
2022
Q3 		$3.71M Buy
+46,757
New +$3.94M 3.55% 11

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Chicago Wealth Management's XBI Position: Q1 2023 in Review

Chicago Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 50,738 shares — an estimated $4.21M sold.

Chicago Wealth Management first reported a position in XBI in Q3 2022 and held it in 2 quarters. The position peaked at $4.21M in Q4 2022. 713 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

  • Chicago Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
  • Chicago Wealth Management sold 50,738 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $4.21M.
  • Chicago Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 2 quarters.
  • Chicago Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $4.21M in Q4 2022.
  • 713 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Chicago Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.