First National Bank of South Miami’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

First National Bank of South Miami’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 Q2	$28.7K	Sell	345 -115	-25%	-$9.62K	0.02%	196
2023 Q1	$35.1K	Hold	460	–	–	0.03%	201
2022 Q4	$38K	Hold	460	–	–	0.03%	203
2022 Q3	$36K	Hold	460	–	–	0.03%	204
2022 Q2	$34K	Hold	460	–	–	0.02%	219
2022 Q1	$41K	Hold	460	–	–	0.02%	228
2021 Q4	$52K	Hold	460	–	–	0.03%	219
2021 Q3	$58K	Hold	460	–	–	0.04%	206
2021 Q2	$62K	Hold	460	–	–	0.04%	195
2021 Q1	$62K	Hold	460	–	–	0.05%	177
2020 Q4	$65K	Hold	460	–	–	0.06%	170
2020 Q3	$51K	Hold	460	–	–	0.05%	169
2020 Q2	$51K	Hold	460	–	–	0.06%	160
2020 Q1	$36K	Hold	460	–	–	0.05%	167
2019 Q4	$44K	Hold	460	–	–	0.04%	172
2019 Q3	$37K	Hold	460	–	–	0.04%	191
2019 Q2	$39K	Hold	460	–	–	0.04%	192
2019 Q1	$42K	Hold	460	–	–	0.04%	191
2018 Q4	$38K	Buy	+460	New	+$37.1K	0.04%	194

Other funds holding XBI

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

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

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

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

First National Bank of South Miami's XBI Position: Q2 2023 in Review

First National Bank of South Miami reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 25% in Q2 2023, selling an estimated $9.62K and leaving 345 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #196.

First National Bank of South Miami first reported a position in XBI in Q4 2018 and has held it in 19 quarters since. The position peaked at $65K in Q4 2020. 713 funds tracked by Wall St. Rank hold XBI as of Q2 2023.

First National Bank of South Miami held 345 shares of State Street SPDR S&P Biotech ETF worth $28.7K as of Q2 2023.
First National Bank of South Miami sold 115 State Street SPDR S&P Biotech ETF shares in Q2 2023, an estimated $9.62K.
State Street SPDR S&P Biotech ETF made up 0.02% of First National Bank of South Miami's portfolio in Q2 2023, its #196 holding.
First National Bank of South Miami first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's State Street SPDR S&P Biotech ETF position peaked at $65K in Q4 2020.
713 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.