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CRA Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

CRA Financial Services’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
2022
Q1 		– Sell
-1,982
Closed -$222K – 220
2021
Q4 		$222K Sell
1,982
-633
-24% -$76.3K 0.07% 190
2021
Q3 		$329K Sell
2,615
-20
-0.8% -$2.58K 0.11% 131
2021
Q2 		$357K Hold
2,635
– – 0.12% 123
2021
Q1 		$357K Buy
2,635
+299
+13% +$44.8K 0.14% 112
2020
Q4 		$329K Buy
2,336
+348
+18% +$44.6K 0.14% 110
2020
Q3 		$222K Buy
+1,988
New +$223K 0.11% 126

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CRA Financial Services's XBI Position: Q1 2022 in Review

CRA Financial Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 1,982 shares — an estimated $222K sold.

CRA Financial Services first reported a position in XBI in Q3 2020 and held it in 6 quarters. The position peaked at $357K in Q2 2021. 703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

  • CRA Financial Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
  • CRA Financial Services sold 1,982 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $222K.
  • CRA Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and held it in 6 quarters.
  • CRA Financial Services's State Street SPDR S&P Biotech ETF position peaked at $357K in Q2 2021.
  • 703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on CRA Financial Services's 13F filing for Q1 2022, filed 15 Apr 2022.