Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-45
Closed -$3.29K – 520
2023
Q3 		$3.29K Buy
+45
New +$3.6K ﹤0.01% 425

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ACA
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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XBI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2023, closing a stake of 45 shares — an estimated $3.29K sold.

Legacy Financial Group (Iowa) first reported a position in XBI in Q3 2023 and held it in 1 quarter. The position peaked at $3.29K in Q3 2023. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 45 State Street SPDR S&P Biotech ETF shares in Q4 2023, an estimated $3.29K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street SPDR S&P Biotech ETF position peaked at $3.29K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.