Principle Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Principle Wealth Partners’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 Q1	–	Sell	-2,455	Closed	-$204K	–	326
2022 Q4	$204K	Buy	+2,455	New	+$199K	0.02%	302
2022 Q2	–	Sell	-2,295	Closed	-$206K	–	330
2022 Q1	$206K	Hold	2,295	–	–	0.02%	307
2021 Q4	$257K	Sell	2,295 -125	-5%	-$15.1K	0.03%	281
2021 Q3	$304K	Sell	2,420 -2	-0.1%	-$258	0.04%	247
2021 Q2	$328K	Hold	2,422	–	–	0.04%	239
2021 Q1	$329K	Buy	2,422 +57	+2%	+$8.53K	0.04%	228
2020 Q4	$333K	Buy	2,365 +125	+6%	+$16K	0.04%	215
2020 Q3	$250K	Hold	2,240	–	–	0.07%	132
2020 Q2	$251K	Buy	+2,240	New	+$221K	0.07%	128
2020 Q1	–	Sell	-2,240	Closed	-$213K	–	174
2019 Q4	$213K	Buy	+2,240	New	+$194K	0.07%	156
2019 Q3	–	Sell	-2,360	Closed	-$207K	–	170
2019 Q2	$207K	Buy	+2,360	New	+$201K	0.11%	132

Other funds holding XBI

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Principle Wealth Partners's XBI Position: Q1 2023 in Review

Principle Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 2,455 shares — an estimated $204K sold.

Principle Wealth Partners first reported a position in XBI in Q2 2019 and held it in 11 quarters. The position peaked at $333K in Q4 2020. 712 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

Principle Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
Principle Wealth Partners sold 2,455 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $204K.
Principle Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2019 and held it in 11 quarters.
Principle Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $333K in Q4 2020.
712 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Principle Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.