Peterson Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Peterson Financial Group’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	$99	Buy	+1	New	+$98	﹤0.01%	427

Other funds holding XBI

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Peterson Financial Group's XBI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q3 2024: 1 share worth $99. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

769 funds tracked by Wall St. Rank hold XBI as of Q3 2024.

Peterson Financial Group held 1 share of State Street SPDR S&P Biotech ETF worth $99 as of Q3 2024.
State Street SPDR S&P Biotech ETF was a new Peterson Financial Group position in Q3 2024.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #427 holding.
769 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.