JF
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Joule Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Joule Financial’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
2023
Q1 		– Sell
-9,448
Closed -$784K – 114
2022
Q4 		$784K Sell
9,448
-540
-5% -$43.7K 0.52% 29
2022
Q3 		$792K Buy
+9,988
New +$842K 0.59% 31

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Joule Financial's XBI Position: Q1 2023 in Review

Joule Financial sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 9,448 shares — an estimated $784K sold.

Joule Financial first reported a position in XBI in Q3 2022 and held it in 2 quarters. The position peaked at $792K in Q3 2022. 713 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

  • Joule Financial reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
  • Joule Financial sold 9,448 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $784K.
  • Joule Financial first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 2 quarters.
  • Joule Financial's State Street SPDR S&P Biotech ETF position peaked at $792K in Q3 2022.
  • 713 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Joule Financial's 13F filing for Q1 2023, filed 13 Apr 2023.