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First United Bank & Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

First United Bank & Trust’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
Q4 		– Sell
-112
Closed -$11.1K – 390
2024
Q3 		$11.1K Buy
+112
New +$11K ﹤0.01% 308

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Morgan Stanley
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First United Bank & Trust's XBI Position: Q4 2024 in Review

First United Bank & Trust sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2024, closing a stake of 112 shares — an estimated $11.1K sold.

First United Bank & Trust first reported a position in XBI in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 738 funds tracked by Wall St. Rank hold XBI as of Q4 2024.

  • First United Bank & Trust reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2024 after selling out during the quarter.
  • First United Bank & Trust sold 112 State Street SPDR S&P Biotech ETF shares in Q4 2024, an estimated $11.1K.
  • First United Bank & Trust first reported a position in State Street SPDR S&P Biotech ETF in Q3 2024 and held it in 1 quarter.
  • First United Bank & Trust's State Street SPDR S&P Biotech ETF position peaked at $11.1K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2024.

Based on First United Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.