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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Tyler-Stone Wealth Management's XBI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2024, closing a stake of 444 shares — an estimated $41.2K sold.

Tyler-Stone Wealth Management first reported a position in XBI in Q4 2021 and held it in 10 quarters. The position peaked at $41.2K in Q2 2024. 770 funds tracked by Wall St. Rank hold XBI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 444 State Street SPDR S&P Biotech ETF shares in Q3 2024, an estimated $41.2K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $41.2K in Q2 2024.
770 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.