V Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

V Wealth Advisors’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
2022 Q4	–	Sell	-4,161	Closed	-$331K	–	413
2022 Q3	$331K	Sell	4,161 -783	-16%	-$66K	0.07%	267
2022 Q2	$368K	Buy	4,944 +973	+25%	+$73K	0.07%	275
2022 Q1	$357K	Buy	+3,971	New	+$367K	0.06%	304

Other funds holding XBI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

V Wealth Advisors's XBI Position: Q4 2022 in Review

V Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2022, closing a stake of 4,161 shares — an estimated $331K sold.

V Wealth Advisors first reported a position in XBI in Q1 2022 and held it in 3 quarters. The position peaked at $368K in Q2 2022. 746 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

V Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 4,161 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $331K.
V Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 3 quarters.
V Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $368K in Q2 2022.
746 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.