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

Plante Moran 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 Q4	–	Sell	-207	Closed	-$15.1K	–	896
2023 Q3	$15.1K	Hold	207	–	–	﹤0.01%	474
2023 Q2	$17.2K	Hold	207	–	–	﹤0.01%	474
2023 Q1	$15.8K	Hold	207	–	–	﹤0.01%	499
2022 Q4	$17.2K	Hold	207	–	–	﹤0.01%	496
2022 Q3	$16K	Hold	207	–	–	﹤0.01%	510
2022 Q2	$15K	Buy	+207	New	+$15.5K	﹤0.01%	532
2022 Q1	–	Sell	-977	Closed	-$109K	–	1029
2021 Q4	$109K	Buy	977 +804	+465%	+$97K	0.02%	237
2021 Q3	$22K	Buy	+173	New	+$22.3K	﹤0.01%	547
2019 Q1	–	Sell	-162	Closed	-$12K	–	963
2018 Q4	$12K	Buy	+162	New	+$13.1K	﹤0.01%	486
2017 Q3	–	Sell	-476	Closed	-$37K	–	873
2017 Q2	$37K	Buy	476 +20	+4%	+$1.42K	0.02%	372
2017 Q1	$32K	Hold	456	–	–	0.02%	395
2016 Q4	$27K	Buy	+456	New	+$28.1K	0.02%	437
2015 Q1	–	Sell	-48	Closed	-$3K	–	800
2014 Q4	$3K	Buy	+48	New	+$2.74K	﹤0.01%	733

Other funds holding XBI

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

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

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

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

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

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

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

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

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

MCM

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

Plante Moran Financial Advisors's XBI Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2023, closing a stake of 207 shares — an estimated $15.1K sold.

Plante Moran Financial Advisors first reported a position in XBI in Q4 2014 and held it in 13 quarters. The position peaked at $109K in Q4 2021. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2023.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 207 State Street SPDR S&P Biotech ETF shares in Q4 2023, an estimated $15.1K.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2014 and held it in 13 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Biotech ETF position peaked at $109K in Q4 2021.
745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.