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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-115	Closed	-$10.3K	–	447
2023 Q4	$10.3K	Hold	115	–	–	﹤0.01%	290
2023 Q3	$8.4K	Hold	115	–	–	﹤0.01%	300
2023 Q2	$9.57K	Buy	+115	New	+$9.62K	﹤0.01%	296
2022 Q3	–	Sell	-132	Closed	-$10K	–	487
2022 Q2	$10K	Hold	132	–	–	﹤0.01%	287
2022 Q1	$12K	Hold	132	–	–	﹤0.01%	304
2021 Q4	$15K	Hold	132	–	–	﹤0.01%	281
2021 Q3	$17K	Hold	132	–	–	0.01%	275
2021 Q2	$18K	Hold	132	–	–	0.01%	254
2021 Q1	$18K	Buy	132 +115	+676%	+$17.2K	0.01%	257
2020 Q4	$2K	Buy	+17	New	+$2.18K	﹤0.01%	410
2019 Q2	–	Sell	-17	Closed	-$2K	–	797
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	583
2018 Q4	$1K	Buy	+17	New	+$1.37K	﹤0.01%	680

Other funds holding XBI

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

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

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

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

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's XBI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2024, closing a stake of 115 shares — an estimated $10.3K sold.

Global Wealth Management Investment Advisory first reported a position in XBI in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q2 2021. 780 funds tracked by Wall St. Rank hold XBI as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 115 State Street SPDR S&P Biotech ETF shares in Q1 2024, an estimated $10.3K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 12 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P Biotech ETF position peaked at $18K in Q2 2021.
780 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.