Western Pacific Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,000
Closed -$74K 261
2022
Q2
$74K Buy
1,000
+500
+100% +$37.5K 0.07% 59
2022
Q1
$44K Hold
500
0.03% 102
2021
Q4
$55K Buy
+500
New +$60.3K 0.04% 103

Other funds holding XBI

Western Pacific Wealth Management's XBI Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2022, closing a stake of 1,000 shares — an estimated $74K sold.

Western Pacific Wealth Management first reported a position in XBI in Q4 2021 and held it in 3 quarters. The position peaked at $74K in Q2 2022. 704 funds tracked by Wall St. Rank hold XBI as of Q3 2022.

  • Western Pacific Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,000 State Street SPDR S&P Biotech ETF shares in Q3 2022, an estimated $74K.
  • Western Pacific Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $74K in Q2 2022.
  • 704 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.