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

Peak 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
2023
Q1 		– Sell
-24,345
Closed -$2.02M – 77
2022
Q4 		$2.02M Buy
+24,345
New +$1.97M 1.84% 16

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Peak Financial Advisors's XBI Position: Q1 2023 in Review

Peak Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 24,345 shares — an estimated $2.02M sold.

Peak Financial Advisors first reported a position in XBI in Q4 2022 and held it in 1 quarter. The position peaked at $2.02M in Q4 2022. 712 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

  • Peak Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 24,345 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $2.02M.
  • Peak Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2022 and held it in 1 quarter.
  • Peak Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.02M in Q4 2022.
  • 712 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.