EW
XBI icon

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

Element Wealth’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
Q4 		– Sell
-104
Closed -$7.59K – 268
2023
Q3 		$7.59K Hold
104
– – 0.01% 220
2023
Q2 		$8.65K Hold
104
– – 0.01% 210
2023
Q1 		$7.93K Buy
+104
New +$8.63K 0.01% 189
2022
Q4 		– Sell
-104
Closed -$8K – 220
2022
Q3 		$8K Buy
104
+79
+316% +$6.66K 0.01% 168
2022
Q2 		$2K Hold
25
– – ﹤0.01% 186
2022
Q1 		$2K Buy
25
+7
+39% +$646 ﹤0.01% 201
2021
Q4 		$2K Buy
18
+2
+13% +$241 ﹤0.01% 187
2021
Q3 		$2K Buy
16
+4
+33% +$515 ﹤0.01% 178
2021
Q2 		$2K Buy
+12
New +$1.58K ﹤0.01% 171

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return