Milestone Advisory Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Milestone Advisory 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 Q1	–	Sell	-3,690	Closed	-$413K	–	104
2021 Q4	$413K	Hold	3,690	–	–	0.21%	55
2021 Q3	$464K	Sell	3,690 -589	-14%	-$75.8K	0.27%	44
2021 Q2	$579K	Sell	4,279 -14,887	-78%	-$1.96M	0.31%	45
2021 Q1	$2.6M	Sell	19,166 -2,124	-10%	-$318K	1.39%	23
2020 Q4	$3M	Buy	21,290 +4,201	+25%	+$538K	1.71%	21
2020 Q3	$1.9M	Buy	17,089 +210	+1%	+$23.5K	1.18%	22
2020 Q2	$1.89M	Buy	+16,879	New	+$1.66M	1.11%	20

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

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

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

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

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

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

Milestone Advisory Partners's XBI Position: Q1 2022 in Review

Milestone Advisory Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 3,690 shares — an estimated $413K sold.

Milestone Advisory Partners first reported a position in XBI in Q2 2020 and held it in 7 quarters. The position peaked at $3M in Q4 2020. 702 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

Milestone Advisory Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
Milestone Advisory Partners sold 3,690 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $413K.
Milestone Advisory Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2020 and held it in 7 quarters.
Milestone Advisory Partners's State Street SPDR S&P Biotech ETF position peaked at $3M in Q4 2020.
702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.