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

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 $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Personal Capital Advisors's XBI Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 30% in Q4 2022, selling an estimated $98.4K and leaving 2,796 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Personal Capital Advisors first reported a position in XBI in Q4 2019 and has held it in 12 quarters since. The position peaked at $558K in Q1 2021. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

Personal Capital Advisors held 2,796 shares of State Street SPDR S&P Biotech ETF worth $232K as of Q4 2022.
Personal Capital Advisors sold 1,216 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $98.4K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #432 holding.
Personal Capital Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and has held it in 12 quarters since.
Personal Capital Advisors's State Street SPDR S&P Biotech ETF position peaked at $558K in Q1 2021.
745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.