Estate Counselors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Estate Counselors’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	-127,720	Closed	-$9.33M	–	141
2023 Q3	$9.33M	Buy	127,720 +4,835	+4%	+$386K	1.24%	25
2023 Q2	$10.2M	Sell	122,885 -87,505	-42%	-$7.32M	1.3%	25
2023 Q1	$16M	Buy	210,390 +132,175	+169%	+$11M	2.12%	19
2022 Q4	$6.49M	Buy	78,215 +4,130	+6%	+$334K	0.91%	34
2022 Q3	$5.88M	Sell	74,085 -84,255	-53%	-$7.1M	0.91%	30
2022 Q2	$11.8M	Buy	+158,340	New	+$11.9M	1.75%	17

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Estate Counselors's XBI Position: Q4 2023 in Review

Estate Counselors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2023, closing a stake of 127,720 shares — an estimated $9.33M sold.

Estate Counselors first reported a position in XBI in Q2 2022 and held it in 6 quarters. The position peaked at $16M in Q1 2023. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2023.

Estate Counselors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2023 after selling out during the quarter.
Estate Counselors sold 127,720 State Street SPDR S&P Biotech ETF shares in Q4 2023, an estimated $9.33M.
Estate Counselors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2022 and held it in 6 quarters.
Estate Counselors's State Street SPDR S&P Biotech ETF position peaked at $16M in Q1 2023.
745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.