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Wealth Enhancement & Preservation of GA’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Wealth Enhancement & Preservation of GA’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
-5,095
Closed -$404K – 58
2022
Q3 		$404K Buy
+5,095
New +$430K 0.65% 38

Other funds holding XBI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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

Wealth Enhancement & Preservation of GA's XBI Position: Q4 2022 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2022, closing a stake of 5,095 shares — an estimated $404K sold.

Wealth Enhancement & Preservation of GA first reported a position in XBI in Q3 2022 and held it in 1 quarter. The position peaked at $404K in Q3 2022. 746 funds tracked by Wall St. Rank hold XBI as of Q4 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 5,095 State Street SPDR S&P Biotech ETF shares in Q4 2022, an estimated $404K.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR S&P Biotech ETF in Q3 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR S&P Biotech ETF position peaked at $404K in Q3 2022.
  • 746 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2022, filed 9 Feb 2023.