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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q2 		– Sell
-118
Closed -$11.2K – 381
2024
Q1 		$11.2K Hold
118
– – 0.01% 274
2023
Q4 		$10.5K Buy
+118
New +$8.76K 0.01% 246

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 $303B AUM 53.02% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XBI Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 118 shares — an estimated $11.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XBI in Q4 2023 and held it in 2 quarters. The position peaked at $11.2K in Q1 2024. 761 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 118 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $11.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR S&P Biotech ETF position peaked at $11.2K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.