Kings Point Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kings Point Capital 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
2022 Q1	$90K	Sell	1,000 -1,062	-52%	-$98.1K	0.01%	291
2021 Q4	$231K	Buy	2,062 +62	+3%	+$7.48K	0.02%	211
2021 Q3	$251K	Hold	2,000	–	–	0.02%	189
2021 Q2	$271K	Hold	2,000	–	–	0.02%	188
2021 Q1	$271K	Hold	2,000	–	–	0.03%	172
2020 Q4	$282K	Hold	2,000	–	–	0.03%	155
2020 Q3	$223K	Buy	2,000 +1,000	+100%	+$112K	0.03%	167
2020 Q2	$112K	Hold	1,000	–	–	0.02%	207
2020 Q1	$77K	Buy	+1,000	New	+$88.5K	0.01%	235

Other funds holding XBI

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACA

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Kings Point Capital Management's XBI Position: Q1 2022 in Review

Kings Point Capital Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 52% in Q1 2022, selling an estimated $98.1K and leaving 1,000 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #291.

Kings Point Capital Management first reported a position in XBI in Q1 2020 and has held it in 9 quarters since. The position peaked at $282K in Q4 2020. 703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

Kings Point Capital Management held 1,000 shares of State Street SPDR S&P Biotech ETF worth $90K as of Q1 2022.
Kings Point Capital Management sold 1,062 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $98.1K.
State Street SPDR S&P Biotech ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #291 holding.
Kings Point Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2020 and has held it in 9 quarters since.
Kings Point Capital Management's State Street SPDR S&P Biotech ETF position peaked at $282K in Q4 2020.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.