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

Lake Point Wealth 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 Q2	$5K	Hold	66	–	–	﹤0.01%	242
2022 Q1	$6K	Hold	66	–	–	﹤0.01%	234
2021 Q4	$7K	Hold	66	–	–	﹤0.01%	233
2021 Q3	$8K	Hold	66	–	–	﹤0.01%	197
2021 Q2	$9K	Buy	+66	New	+$8.68K	﹤0.01%	193
2020 Q1	$5K	Hold	66	–	–	﹤0.01%	172
2019 Q4	$6K	Buy	+66	New	+$5.71K	﹤0.01%	351
2019 Q2	$6K	Hold	66	–	–	﹤0.01%	408
2019 Q1	$6K	Hold	66	–	–	﹤0.01%	408
2018 Q4	$5K	Buy	+66	New	+$5.32K	﹤0.01%	568

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

Lake Point Wealth Management's XBI Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2022 at 66 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Lake Point Wealth Management first reported a position in XBI in Q4 2018 and has held it in 10 quarters since. The position peaked at $9K in Q2 2021. 704 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

Lake Point Wealth Management held 66 shares of State Street SPDR S&P Biotech ETF worth $5K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2022.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #242 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $9K in Q2 2021.
704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.