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Safeguard Financial’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-94
Closed -$7K – 563
2023
Q2 		$7K Buy
+94
New +$7.86K ﹤0.01% 366

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Safeguard Financial's XBI Position: Q3 2023 in Review

Safeguard Financial sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2023, closing a stake of 94 shares — an estimated $7K sold.

Safeguard Financial first reported a position in XBI in Q2 2023 and held it in 1 quarter. The position peaked at $7K in Q2 2023. 679 funds tracked by Wall St. Rank hold XBI as of Q3 2023.

  • Safeguard Financial reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 94 State Street SPDR S&P Biotech ETF shares in Q3 2023, an estimated $7K.
  • Safeguard Financial first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street SPDR S&P Biotech ETF position peaked at $7K in Q2 2023.
  • 679 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.