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

Tyler-Stone 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
Q3 		– Sell
-444
Closed -$41.2K – 957
2024
Q2 		$41.2K Buy
444
+25
+6% +$2.24K 0.02% 403
2024
Q1 		$39.8K Hold
419
– – 0.02% 403
2023
Q4 		$37.4K Buy
419
+20
+5% +$1.49K 0.02% 406
2023
Q3 		$29K Hold
399
– – 0.02% 424
2023
Q2 		$33K Buy
+399
New +$33.4K 0.02% 405
2022
Q4 		$36K Hold
429
– – 0.02% 363
2022
Q3 		$34K Hold
429
– – 0.03% 351
2022
Q2 		$32K Buy
429
+325
+313% +$24.4K 0.02% 380
2022
Q1 		$9K Hold
104
– – 0.01% 600
2021
Q4 		$12K Buy
+104
New +$12.5K 0.01% 584

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return