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

Tradition 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	-63	Closed	-$6K	–	1202
2023 Q4	$6K	Hold	63	–	–	﹤0.01%	1129
2023 Q3	$5K	Hold	63	–	–	﹤0.01%	1205
2023 Q2	$5K	Hold	63	–	–	﹤0.01%	1231
2023 Q1	$5K	Buy	63 +15	+31%	+$1.25K	﹤0.01%	1174
2022 Q4	$4K	Hold	48	–	–	﹤0.01%	1099
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	1127
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	1016
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	1084
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	1065
2021 Q3	$6K	Hold	48	–	–	﹤0.01%	1016
2021 Q2	$7K	Buy	+48	New	+$6.31K	﹤0.01%	1028
2021 Q1	–	Sell	-48	Closed	-$7K	–	1057
2020 Q4	$7K	Buy	+48	New	+$6.15K	﹤0.01%	815

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

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

Tradition Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2024, closing a stake of 63 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in XBI in Q4 2020 and held it in 12 quarters. The position peaked at $7K in Q2 2021. 781 funds tracked by Wall St. Rank hold XBI as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 63 State Street SPDR S&P Biotech ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $7K in Q2 2021.
781 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.