Lehman & Derafelo Financial Resources’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-730	Closed	-$58K	–	204
2022 Q3	$58K	Hold	730	–	–	0.02%	122
2022 Q2	$54K	Buy	+730	New	+$54.8K	0.02%	125
2021 Q4	–	Sell	-730	Closed	-$92K	–	194
2021 Q3	$92K	Hold	730	–	–	0.03%	118
2021 Q2	$99K	Hold	730	–	–	0.03%	136
2021 Q1	$99K	Hold	730	–	–	0.03%	130
2020 Q4	$103K	Buy	730 +180	+33%	+$23.1K	0.03%	130
2020 Q3	$61K	Hold	550	–	–	0.02%	164
2020 Q2	$62K	Hold	550	–	–	0.02%	154
2020 Q1	$43K	Hold	550	–	–	0.02%	117
2019 Q4	$52K	Buy	550 +100	+22%	+$8.65K	0.02%	129
2019 Q3	$34K	Hold	450	–	–	0.01%	133
2019 Q2	$39K	Hold	450	–	–	0.02%	130
2019 Q1	$41K	Hold	450	–	–	0.02%	130
2018 Q4	$32K	Buy	+450	New	+$36.3K	0.02%	127

Other funds holding XBI

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XBI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2022, closing a stake of 730 shares — an estimated $58K sold.

Lehman & Derafelo Financial Resources first reported a position in XBI in Q4 2018 and held it in 14 quarters. The position peaked at $103K in Q4 2020. 746 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 730 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $58K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Biotech ETF position peaked at $103K in Q4 2020.
746 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.