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

Financial Counselors Inc’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 Q3	–	Sell	-3,298	Closed	-$306K	–	601
2024 Q2	$306K	Buy	3,298 +250	+8%	+$22.4K	﹤0.01%	485
2024 Q1	$289K	Buy	+3,048	New	+$283K	﹤0.01%	505
2021 Q4	–	Sell	-15,161	Closed	-$1.91M	–	543
2021 Q3	$1.91M	Buy	15,161 +479	+3%	+$61.7K	0.04%	266
2021 Q2	$1.99M	Sell	14,682 -1,419	-9%	-$187K	0.04%	255
2021 Q1	$2.18M	Buy	16,101 +91	+0.6%	+$13.6K	0.05%	246
2020 Q4	$2.25M	Sell	16,010 -1,077	-6%	-$138K	0.06%	243
2020 Q3	$1.9M	Sell	17,087 -24	-0.1%	-$2.69K	0.06%	241
2020 Q2	$1.92M	Buy	+17,111	New	+$1.69M	0.06%	245

Other funds holding XBI

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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