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

Sugarloaf 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
2024 Q1	–	Sell	-2	Closed	-$179	–	715
2023 Q4	$179	Hold	2	–	–	﹤0.01%	664
2023 Q3	$146	Hold	2	–	–	﹤0.01%	665
2023 Q2	$166	Hold	2	–	–	﹤0.01%	672
2023 Q1	$152	Sell	2 -127	-98%	-$10.5K	﹤0.01%	681
2022 Q4	$10.7K	Buy	129 +1	+0.8%	+$81	﹤0.01%	488
2022 Q3	$11K	Sell	128 -75	-37%	-$6.32K	﹤0.01%	516
2022 Q2	$15K	Buy	203 +176	+652%	+$13.2K	﹤0.01%	463
2022 Q1	$2K	Sell	27 -1	-4%	-$92	﹤0.01%	659
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	655
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	668
2021 Q2	$4K	Buy	28 +1	+4%	+$131	﹤0.01%	633
2021 Q1	$4K	Hold	27	–	–	﹤0.01%	621
2020 Q4	$4K	Hold	27	–	–	﹤0.01%	584
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	595
2020 Q2	$3K	Hold	27	–	–	﹤0.01%	588
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	622
2019 Q4	$3K	Buy	+27	New	+$2.33K	﹤0.01%	618

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sugarloaf Wealth Management's XBI Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2024, closing a stake of 2 shares — an estimated $179 sold.

Sugarloaf Wealth Management first reported a position in XBI in Q4 2019 and held it in 17 quarters. The position peaked at $15K in Q2 2022. 782 funds tracked by Wall St. Rank hold XBI as of Q1 2024.

Sugarloaf Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 2 State Street SPDR S&P Biotech ETF shares in Q1 2024, an estimated $179.
Sugarloaf Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2019 and held it in 17 quarters.
Sugarloaf Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $15K in Q2 2022.
782 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.