DeDora Capital’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

DeDora Capital’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 Q2	–	Sell	-1,314	Closed	-$118K	–	394
2022 Q1	$118K	Buy	+1,314	New	+$121K	0.05%	112
2021 Q4	–	Sell	-2,628	Closed	-$330K	–	113
2021 Q3	$330K	Hold	2,628	–	–	0.14%	79
2021 Q2	$356K	Buy	2,628 +195	+8%	+$25.6K	0.16%	78
2021 Q1	$330K	Buy	2,433 +33	+1%	+$4.94K	0.16%	78
2020 Q4	$338K	Buy	2,400 +12	+0.5%	+$1.54K	0.17%	75
2020 Q3	$266K	Buy	+2,388	New	+$268K	0.15%	83

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

DeDora Capital's XBI Position: Q2 2022 in Review

DeDora Capital sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2022, closing a stake of 1,314 shares — an estimated $118K sold.

DeDora Capital first reported a position in XBI in Q3 2020 and held it in 6 quarters. The position peaked at $356K in Q2 2021. 706 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

DeDora Capital reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 1,314 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $118K.
DeDora Capital first reported a position in State Street SPDR S&P Biotech ETF in Q3 2020 and held it in 6 quarters.
DeDora Capital's State Street SPDR S&P Biotech ETF position peaked at $356K in Q2 2021.
706 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.