Core Wealth Advisors (Florida)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-26	Closed	-$2.47K	–	244
2024 Q1	$2.47K	Sell	26 -23	-47%	-$2.13K	﹤0.01%	240
2023 Q4	$4.38K	Hold	49	–	–	﹤0.01%	223
2023 Q3	$3.58K	Hold	49	–	–	﹤0.01%	206
2023 Q2	$4.08K	Sell	49 -3	-6%	-$251	﹤0.01%	201
2023 Q1	$3.96K	Sell	52 -1,328	-96%	-$110K	﹤0.01%	206
2022 Q4	$115K	Sell	1,380 -95	-6%	-$7.69K	0.05%	56
2022 Q3	$117K	Sell	1,475 -468	-24%	-$39.5K	0.07%	45
2022 Q2	$144K	Buy	1,943 +1,383	+247%	+$104K	0.09%	41
2022 Q1	$50K	Buy	+560	New	+$51.7K	0.03%	80

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

Core Wealth Advisors (Florida)'s XBI Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 26 shares — an estimated $2.47K sold.

Core Wealth Advisors (Florida) first reported a position in XBI in Q1 2022 and held it in 9 quarters. The position peaked at $144K in Q2 2022. 762 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 26 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $2.47K.
Core Wealth Advisors (Florida) first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 9 quarters.
Core Wealth Advisors (Florida)'s State Street SPDR S&P Biotech ETF position peaked at $144K in Q2 2022.
762 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.