Pinnacle Private Wealth’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Pinnacle Private Wealth’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	$916K	Sell	12,339 -417	-3%	-$31.3K	0.36%	75
2022 Q1	$1.15M	Sell	12,756 -568	-4%	-$52.5K	0.36%	68
2021 Q4	$1.49M	Buy	+13,324	New	+$1.61M	0.47%	51

Other funds holding XBI

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

HIIFS

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

Pinnacle Private Wealth's XBI Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 3.3% in Q2 2022, selling an estimated $31.3K and leaving 12,339 shares worth $916K. The position accounts for 0.36% of the portfolio, ranked #75.

Pinnacle Private Wealth first reported a position in XBI in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2021. 704 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

Pinnacle Private Wealth held 12,339 shares of State Street SPDR S&P Biotech ETF worth $916K as of Q2 2022.
Pinnacle Private Wealth sold 417 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $31.3K.
State Street SPDR S&P Biotech ETF made up 0.36% of Pinnacle Private Wealth's portfolio in Q2 2022, its #75 holding.
Pinnacle Private Wealth first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's State Street SPDR S&P Biotech ETF position peaked at $1.49M in Q4 2021.
704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.