Seed Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Seed Wealth 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
2023 Q3	–	Sell	-2,700	Closed	-$225K	–	146
2023 Q2	$225K	Buy	+2,700	New	+$226K	0.24%	122

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Seed Wealth Management's XBI Position: Q3 2023 in Review

Seed Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2023, closing a stake of 2,700 shares — an estimated $225K sold.

Seed Wealth Management first reported a position in XBI in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 679 funds tracked by Wall St. Rank hold XBI as of Q3 2023.

Seed Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2023 after selling out during the quarter.
Seed Wealth Management sold 2,700 State Street SPDR S&P Biotech ETF shares in Q3 2023, an estimated $225K.
Seed Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and held it in 1 quarter.
Seed Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $225K in Q2 2023.
679 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2023.

Based on Seed Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.