Freedom Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Freedom Investment Management’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	-3,787	Closed	-$351K	–	842
2024 Q2	$351K	Sell	3,787 -71	-2%	-$6.37K	0.03%	530
2024 Q1	$366K	Sell	3,858 -98	-2%	-$9.09K	0.03%	531
2023 Q4	$353K	Buy	+3,956	New	+$294K	0.03%	540
2023 Q3	–	Sell	-16,316	Closed	-$1.36M	–	765
2023 Q2	$1.36M	Sell	16,316 -4,250	-21%	-$355K	0.15%	168
2023 Q1	$1.57M	Sell	20,566 -14,693	-42%	-$1.22M	0.18%	151
2022 Q4	$2.93M	Buy	+35,259	New	+$2.85M	0.33%	67
2022 Q3	–	Sell	-19,330	Closed	-$1.44M	–	785
2022 Q2	$1.44M	Buy	+19,330	New	+$1.45M	0.15%	180
2022 Q1	–	Sell	-19,466	Closed	-$2.18M	–	963
2021 Q4	$2.18M	Buy	+19,466	New	+$2.35M	0.16%	165
2020 Q3	–	Sell	-35,856	Closed	-$4.01M	–	605
2020 Q2	$4.01M	Buy	+35,856	New	+$3.53M	0.44%	48

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

Freedom Investment Management's XBI Position: Q3 2024 in Review

Freedom Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2024, closing a stake of 3,787 shares — an estimated $351K sold.

Freedom Investment Management first reported a position in XBI in Q2 2020 and held it in 9 quarters. The position peaked at $4.01M in Q2 2020. 769 funds tracked by Wall St. Rank hold XBI as of Q3 2024.

Freedom Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 3,787 State Street SPDR S&P Biotech ETF shares in Q3 2024, an estimated $351K.
Freedom Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and held it in 9 quarters.
Freedom Investment Management's State Street SPDR S&P Biotech ETF position peaked at $4.01M in Q2 2020.
769 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.