Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PCA
Personal Capital Advisors’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Personal Capital Advisors’s Portfolio
XBI Stock Details
XBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$232K
Sell
2,796
-1,216
-30%
-$98.4K
﹤0.01%
432
2022
Q3
$318K
Buy
4,012
+276
+7%
+$23.3K
﹤0.01%
350
2022
Q2
$277K
Buy
3,736
+246
+7%
+$18.5K
﹤0.01%
369
2022
Q1
$314K
Sell
3,490
-356
-9%
-$32.9K
﹤0.01%
381
2021
Q4
$431K
Sell
3,846
-75
-2%
-$9.05K
﹤0.01%
366
2021
Q3
$493K
Buy
3,921
+110
+3%
+$14.2K
﹤0.01%
311
2021
Q2
$516K
Sell
3,811
-306
-7%
-$40.2K
﹤0.01%
304
2021
Q1
$558K
Buy
4,117
+1,666
+68%
+$249K
﹤0.01%
293
2020
Q4
$345K
Sell
2,451
-282
-10%
-$36.1K
﹤0.01%
354
2020
Q3
$305K
Buy
2,733
+188
+7%
+$21.1K
﹤0.01%
327
2020
Q2
$285K
Buy
+2,545
New
+$251K
﹤0.01%
297
2020
Q1
–
Sell
-2,408
Closed
-$229K
–
410
2019
Q4
$229K
Buy
+2,408
New
+$208K
﹤0.01%
372
Other funds holding XBI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
MCM
Moore Capital Management
New York
$2.75B AUM
35.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
APF
Alaska Permanent Fund
Juneau, Alaska
$1.57B AUM
15.23%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close