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Fernwood Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-135
Closed -$12.8K – 691
2024
Q1 		$12.8K Buy
+135
New +$12.5K ﹤0.01% 525

Other funds holding XBI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fernwood Investment Management's XBI Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 135 shares — an estimated $12.8K sold.

Fernwood Investment Management first reported a position in XBI in Q1 2024 and held it in 1 quarter. The position peaked at $12.8K in Q1 2024. 761 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 135 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $12.8K.
  • Fernwood Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street SPDR S&P Biotech ETF position peaked at $12.8K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.