FinTrust Capital Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

FinTrust Capital Advisors’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	$1.09K	Buy	+11	New	+$1.08K	﹤0.01%	1269
2019 Q1	–	Sell	-180	Closed	-$13K	–	1360
2018 Q4	$13K	Buy	+180	New	+$14.5K	0.01%	710

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FinTrust Capital Advisors's XBI Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2024: 11 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in XBI as recently as Q4 2018.

FinTrust Capital Advisors first reported a position in XBI in Q4 2018 and has held it in 2 quarters since. The position peaked at $13K in Q4 2018. 769 funds tracked by Wall St. Rank hold XBI as of Q3 2024.

FinTrust Capital Advisors held 11 shares of State Street SPDR S&P Biotech ETF worth $1.09K as of Q3 2024.
State Street SPDR S&P Biotech ETF was a new FinTrust Capital Advisors position in Q3 2024.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1269 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 2 quarters since.
FinTrust Capital Advisors's State Street SPDR S&P Biotech ETF position peaked at $13K in Q4 2018.
769 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.