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

WealthOne’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
Q2 		– Sell
-3,845
Closed -$346K – 141
2022
Q1 		$346K Buy
+3,845
New +$355K 0.12% 79

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WealthOne's XBI Position: Q2 2022 in Review

WealthOne sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2022, closing a stake of 3,845 shares — an estimated $346K sold.

WealthOne first reported a position in XBI in Q1 2022 and held it in 1 quarter. The position peaked at $346K in Q1 2022. 704 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

  • WealthOne reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2022 after selling out during the quarter.
  • WealthOne sold 3,845 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $346K.
  • WealthOne first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P Biotech ETF position peaked at $346K in Q1 2022.
  • 704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.