SSWM
XBI icon

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

Sheets Smith 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
Q4 		– Sell
-752
Closed -$54.9K – 507
2023
Q3 		$54.9K Buy
+752
New +$60.1K 0.01% 380

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Sheets Smith Wealth Management's XBI Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2023, closing a stake of 752 shares — an estimated $54.9K sold.

Sheets Smith Wealth Management first reported a position in XBI in Q3 2023 and held it in 1 quarter. The position peaked at $54.9K in Q3 2023. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 752 State Street SPDR S&P Biotech ETF shares in Q4 2023, an estimated $54.9K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $54.9K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.