RBCM
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Raub Brock Capital Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Raub Brock Capital Management’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
Q1 		– Sell
-10,100
Closed -$902K – 68
2023
Q4 		$902K Hold
10,100
– – 0.19% 35
2023
Q3 		$738K Hold
10,100
– – 0.15% 34
2023
Q2 		$840K Hold
10,100
– – 0.16% 30
2023
Q1 		$770K Buy
10,100
+6,000
+146% +$498K 0.15% 30
2022
Q4 		$340K Buy
4,100
+600
+17% +$48.6K 0.07% 44
2022
Q3 		$278K Buy
+3,500
New +$295K 0.06% 52

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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return