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New England Capital Financial Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

New England Capital Financial Advisors’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
2024
Q1 		– Sell
-47
Closed -$4.2K – 422
2023
Q4 		$4.2K Buy
+47
New +$3.49K ﹤0.01% 287

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Capital Financial Advisors's XBI Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2024, closing a stake of 47 shares — an estimated $4.2K sold.

New England Capital Financial Advisors first reported a position in XBI in Q4 2023 and held it in 1 quarter. The position peaked at $4.2K in Q4 2023. 780 funds tracked by Wall St. Rank hold XBI as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 47 State Street SPDR S&P Biotech ETF shares in Q1 2024, an estimated $4.2K.
  • New England Capital Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $4.2K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.