WealthPlan Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

WealthPlan Investment 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
2022 Q1	$227K	Buy	+3,071	New	+$284K	0.02%	361

Other funds holding XBI

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

WealthPlan Investment Management's XBI Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q1 2022: 3,071 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings.

703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

WealthPlan Investment Management held 3,071 shares of State Street SPDR S&P Biotech ETF worth $227K as of Q1 2022.
State Street SPDR S&P Biotech ETF was a new WealthPlan Investment Management position in Q1 2022.
State Street SPDR S&P Biotech ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #361 holding.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.