Washington Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-50	Closed	-$3.65K	–	963
2023 Q3	$3.65K	Hold	50	–	–	﹤0.01%	717
2023 Q2	$4.16K	Hold	50	–	–	﹤0.01%	725
2023 Q1	$3.81K	Hold	50	–	–	﹤0.01%	750
2022 Q4	$4.15K	Hold	50	–	–	﹤0.01%	743
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	749
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	753
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	771
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	730
2021 Q3	$6K	Hold	50	–	–	﹤0.01%	848
2021 Q2	$7K	Sell	50 -75	-60%	-$9.86K	﹤0.01%	834
2021 Q1	$17K	Hold	125	–	–	﹤0.01%	699
2020 Q4	$18K	Sell	125 -15	-11%	-$1.92K	﹤0.01%	677
2020 Q3	$16K	Buy	140 +15	+12%	+$1.68K	﹤0.01%	659
2020 Q2	$14K	Hold	125	–	–	﹤0.01%	611
2020 Q1	$10K	Buy	+125	New	+$11.1K	﹤0.01%	672
2018 Q3	–	Sell	-245	Closed	-$23K	–	828
2018 Q2	$23K	Buy	+245	New	+$22.5K	﹤0.01%	558

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Washington Trust's XBI Position: Q4 2023 in Review

Washington Trust sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2023, closing a stake of 50 shares — an estimated $3.65K sold.

Washington Trust first reported a position in XBI in Q2 2018 and held it in 16 quarters. The position peaked at $23K in Q2 2018. 745 funds tracked by Wall St. Rank hold XBI as of Q4 2023.

Washington Trust reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 50 State Street SPDR S&P Biotech ETF shares in Q4 2023, an estimated $3.65K.
Washington Trust first reported a position in State Street SPDR S&P Biotech ETF in Q2 2018 and held it in 16 quarters.
Washington Trust's State Street SPDR S&P Biotech ETF position peaked at $23K in Q2 2018.
745 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.