KMG Fiduciary Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

KMG Fiduciary Partners’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 Q2	–	Sell	-2,346	Closed	-$211K	–	216
2022 Q1	$211K	Sell	2,346 -285	-11%	-$26.3K	0.03%	198
2021 Q4	$295K	Sell	2,631 -20	-0.8%	-$2.41K	0.05%	172
2021 Q3	$333K	Sell	2,651 -15	-0.6%	-$1.93K	0.06%	161
2021 Q2	$361K	Sell	2,666 -717	-21%	-$94.3K	0.06%	152
2021 Q1	$459K	Buy	3,383 +830	+33%	+$124K	0.09%	129
2020 Q4	$359K	Sell	2,553 -133	-5%	-$17K	0.08%	134
2020 Q3	$299K	Hold	2,686	–	–	0.07%	128
2020 Q2	$301K	Buy	2,686 +20	+0.8%	+$1.97K	0.08%	113
2020 Q1	$206K	Buy	2,666 +261	+11%	+$23.1K	0.07%	123
2019 Q4	$229K	Buy	+2,405	New	+$208K	0.07%	117
2019 Q3	–	Sell	-2,792	Closed	-$245K	–	120
2019 Q2	$245K	Buy	2,792 +60	+2%	+$5.12K	0.09%	99
2019 Q1	$247K	Buy	+2,732	New	+$232K	0.09%	102

Other funds holding XBI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

KMG Fiduciary Partners's XBI Position: Q2 2022 in Review

KMG Fiduciary Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2022, closing a stake of 2,346 shares — an estimated $211K sold.

KMG Fiduciary Partners first reported a position in XBI in Q1 2019 and held it in 12 quarters. The position peaked at $459K in Q1 2021. 704 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

KMG Fiduciary Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2022 after selling out during the quarter.
KMG Fiduciary Partners sold 2,346 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $211K.
KMG Fiduciary Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and held it in 12 quarters.
KMG Fiduciary Partners's State Street SPDR S&P Biotech ETF position peaked at $459K in Q1 2021.
704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on KMG Fiduciary Partners's 13F filing for Q2 2022, filed 13 Jul 2022.