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

Selective 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
2022 Q4	–	Sell	-1,150	Closed	-$91K	–	739
2022 Q3	$91K	Hold	1,150	–	–	0.04%	220
2022 Q2	$85K	Hold	1,150	–	–	0.03%	247
2022 Q1	$103K	Sell	1,150 -750	-39%	-$69.3K	0.04%	204
2021 Q4	$213K	Hold	1,900	–	–	0.09%	116
2021 Q3	$239K	Buy	1,900 +1,100	+138%	+$142K	0.13%	90
2021 Q2	$108K	Buy	+800	New	+$105K	0.09%	112

Other funds holding XBI

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Selective Wealth Management's XBI Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2022, closing a stake of 1,150 shares — an estimated $91K sold.

Selective Wealth Management first reported a position in XBI in Q2 2021 and held it in 6 quarters. The position peaked at $239K in Q3 2021. 746 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,150 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $91K.
Selective Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $239K in Q3 2021.
746 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.