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Oxbow Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Oxbow 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
Q3 		– Sell
-4,650
Closed -$431K – 242
2024
Q2 		$431K Hold
4,650
– – 0.05% 152
2024
Q1 		$441K Buy
+4,650
New +$431K 0.06% 135
2023
Q1 		– Sell
-5,850
Closed -$486K – 225
2022
Q4 		$486K Hold
5,850
– – 0.09% 131
2022
Q3 		$464K Hold
5,850
– – 0.07% 160
2022
Q2 		$434K Hold
5,850
– – 0.06% 173
2022
Q1 		$526K Buy
5,850
+2,350
+67% +$217K 0.05% 179
2021
Q4 		$392K Buy
+3,500
New +$422K 0.04% 212

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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