EW
XBI icon

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

Evoke 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
2022
Q4 		– Sell
-455
Closed -$36K – 1157
2022
Q3 		$36K Hold
455
– – ﹤0.01% 566
2022
Q2 		$34K Buy
455
+368
+423% +$27.6K ﹤0.01% 575
2022
Q1 		$8K Hold
87
– – ﹤0.01% 820
2021
Q4 		$10K Sell
87
-48
-36% -$5.79K ﹤0.01% 798
2021
Q3 		$16K Buy
+135
New +$17.4K ﹤0.01% 674
2019
Q4 		– Sell
-670
Closed -$51.1K – 1489
2019
Q3 		$51.1K Buy
+670
New +$55.7K 0.01% 461

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return