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

VCI 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
Q2 		– Sell
-4,951
Closed -$470K – 112
2024
Q1 		$470K Sell
4,951
-986
-17% -$91.5K 0.32% 83
2023
Q4 		$530K Buy
+5,937
New +$441K 0.32% 81

Other funds holding XBI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

VCI Wealth Management's XBI Position: Q2 2024 in Review

VCI Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2024, closing a stake of 4,951 shares — an estimated $470K sold.

VCI Wealth Management first reported a position in XBI in Q4 2023 and held it in 2 quarters. The position peaked at $530K in Q4 2023. 761 funds tracked by Wall St. Rank hold XBI as of Q2 2024.

  • VCI Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2024 after selling out during the quarter.
  • VCI Wealth Management sold 4,951 State Street SPDR S&P Biotech ETF shares in Q2 2024, an estimated $470K.
  • VCI Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2023 and held it in 2 quarters.
  • VCI Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $530K in Q4 2023.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2024.

Based on VCI Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.