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CCMG
Clark Capital Management Group’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Clark Capital Management Group’s Portfolio
XBI Stock Details
XBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-35,267
Closed
-$2.86M
–
477
2025
Q1
$2.86M
Buy
+35,267
New
+$3.15M
0.02%
242
2024
Q3
–
Sell
-46,488
Closed
-$4.31M
–
444
2024
Q2
$4.31M
Buy
+46,488
New
+$4.17M
0.03%
182
2023
Q3
–
Sell
-41,224
Closed
-$3.43M
–
379
2023
Q2
$3.43M
Buy
41,224
+269
+0.7%
+$22.5K
0.03%
191
2023
Q1
$3.12M
Sell
40,955
-24,797
-38%
-$2.06M
0.03%
188
2022
Q4
$5.46M
Buy
65,752
+1,181
+2%
+$95.6K
0.05%
170
2022
Q3
$5.12M
Sell
64,571
-5,444
-8%
-$459K
0.07%
166
2022
Q2
$5.2M
Buy
+70,015
New
+$5.26M
0.07%
162
2017
Q4
–
Sell
-14,509
Closed
-$1.26M
–
334
2017
Q3
$1.26M
Buy
+14,509
New
+$1.16M
0.04%
200
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31.28%
1-Year Est. Return
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$157B AUM
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BC
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$134M AUM
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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$60.6B AUM
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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
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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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