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Oracle Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Oracle Investment Management’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
-6,633
Closed -$526K – 30
2022
Q3 		$526K Buy
+6,633
New +$559K 0.3% 17
2021
Q3 		– Sell
-76,200
Closed -$10.3M – 44
2021
Q2 		$10.3M Buy
+76,200
New +$10M 1.42% 13

Other funds holding XBI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Oracle Investment Management's XBI Position: Q4 2022 in Review

Oracle Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2022, closing a stake of 6,633 shares — an estimated $526K sold.

Oracle Investment Management first reported a position in XBI in Q2 2021 and held it in 2 quarters. The position peaked at $10.3M in Q2 2021. 746 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

  • Oracle Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2022 after selling out during the quarter.
  • Oracle Investment Management sold 6,633 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $526K.
  • Oracle Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and held it in 2 quarters.
  • Oracle Investment Management's State Street SPDR S&P Biotech ETF position peaked at $10.3M in Q2 2021.
  • 746 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on Oracle Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.