Pacific Sun Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Pacific Sun Financial’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 Q2	–	Sell	-2,406	Closed	-$216K	–	186
2022 Q1	$216K	Buy	2,406 +36	+2%	+$3.32K	0.12%	183
2021 Q4	$265K	Buy	2,370 +20	+0.9%	+$2.41K	0.14%	160
2021 Q3	$295K	Buy	+2,350	New	+$303K	0.17%	138
2020 Q3	$262K	Buy	2,350 +90	+4%	+$10.1K	0.22%	125
2020 Q2	$253K	Buy	+2,260	New	+$223K	0.23%	120
2020 Q1	–	Sell	-2,200	Closed	-$209K	–	142
2019 Q4	$209K	Buy	+2,200	New	+$190K	0.18%	136
2018 Q2	$201K	Buy	+2,090	New	+$192K	0.21%	124

Other funds holding XBI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Pacific Sun Financial's XBI Position: Q2 2022 in Review

Pacific Sun Financial sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2022, closing a stake of 2,406 shares — an estimated $216K sold.

Pacific Sun Financial first reported a position in XBI in Q2 2018 and held it in 7 quarters. The position peaked at $295K in Q3 2021. 706 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

Pacific Sun Financial reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2022 after selling out during the quarter.
Pacific Sun Financial sold 2,406 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $216K.
Pacific Sun Financial first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and held it in 7 quarters.
Pacific Sun Financial's State Street SPDR S&P Biotech ETF position peaked at $295K in Q3 2021.
706 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on Pacific Sun Financial's 13F filing for Q2 2022, filed 28 Jul 2022.