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

Welch & Forbes’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	–	Sell	-3,448	Closed	-$386K	–	418
2021 Q4	$386K	Hold	3,448	–	–	0.01%	312
2021 Q3	$433K	Hold	3,448	–	–	0.01%	296
2021 Q2	$466K	Sell	3,448 -97	-3%	-$12.8K	0.01%	299
2021 Q1	$480K	Buy	3,545 +6	+0.2%	+$898	0.01%	282
2020 Q4	$498K	Buy	+3,539	New	+$453K	0.01%	270

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

Welch & Forbes's XBI Position: Q1 2022 in Review

Welch & Forbes sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2022, closing a stake of 3,448 shares — an estimated $386K sold.

Welch & Forbes first reported a position in XBI in Q4 2020 and held it in 5 quarters. The position peaked at $498K in Q4 2020. 703 funds tracked by Wall St. Rank hold XBI as of Q1 2022.

Welch & Forbes reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2022 after selling out during the quarter.
Welch & Forbes sold 3,448 State Street SPDR S&P Biotech ETF shares in Q1 2022, an estimated $386K.
Welch & Forbes first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 5 quarters.
Welch & Forbes's State Street SPDR S&P Biotech ETF position peaked at $498K in Q4 2020.
703 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.