RCA
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Ranch Capital Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ranch 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
2024
Q4 		– Sell
-2,506
Closed -$248K – 151
2024
Q3 		$248K Sell
2,506
-251
-9% -$24.7K 0.12% 132
2024
Q2 		$256K Sell
2,757
-39
-1% -$3.5K 0.13% 133
2024
Q1 		$265K Buy
+2,796
New +$259K 0.14% 129
2021
Q1 		– Sell
-300
Closed -$42K – 917
2020
Q4 		$42K Hold
300
– – 0.03% 323
2020
Q3 		$33K Hold
300
– – 0.03% 347
2020
Q2 		$34K Hold
300
– – 0.03% 364
2020
Q1 		$23K Hold
300
– – 0.02% 420
2019
Q4 		$29K Buy
+300
New +$25.9K 0.02% 436

Other funds holding XBI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return