Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-80	Closed	-$6K	–	615
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	434
2022 Q1	$7K	Hold	80	–	–	﹤0.01%	447
2021 Q4	$9K	Hold	80	–	–	﹤0.01%	425
2021 Q3	$10K	Hold	80	–	–	﹤0.01%	417
2021 Q2	$11K	Hold	80	–	–	﹤0.01%	455
2021 Q1	$11K	Buy	+80	New	+$12K	﹤0.01%	422

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

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

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

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

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

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

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XBI Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2022, closing a stake of 80 shares — an estimated $6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XBI in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 704 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 80 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $6K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Biotech ETF position peaked at $11K in Q2 2021.
704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.