GYL Financial Synergies’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

GYL Financial Synergies’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	-2,346	Closed	-$223K	–	385
2024 Q1	$223K	Sell	2,346 -160	-6%	-$14.8K	0.02%	349
2023 Q4	$224K	Sell	2,506 -640	-20%	-$47.5K	0.02%	336
2023 Q3	$230K	Sell	3,146 -40	-1%	-$3.19K	0.02%	303
2023 Q2	$265K	Hold	3,186	–	–	0.02%	292
2023 Q1	$243K	Buy	+3,186	New	+$264K	0.03%	256

Other funds holding XBI

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

ACA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GYL Financial Synergies's XBI Position: Q2 2024 in Review

GYL Financial Synergies sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 2,346 shares — an estimated $223K sold.

GYL Financial Synergies first reported a position in XBI in Q1 2023 and held it in 5 quarters. The position peaked at $265K in Q2 2023. 761 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

GYL Financial Synergies reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
GYL Financial Synergies sold 2,346 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $223K.
GYL Financial Synergies first reported a position in State Street SPDR S&P Biotech ETF in Q1 2023 and held it in 5 quarters.
GYL Financial Synergies's State Street SPDR S&P Biotech ETF position peaked at $265K in Q2 2023.
761 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on GYL Financial Synergies's 13F filing for Q2 2024, filed 23 Jul 2024.