Woodard & Company Asset Management Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Woodard & Company Asset Management Group’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	-75	Closed	-$7K	–	126
2022 Q1	$7K	Hold	75	–	–	﹤0.01%	111
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	95
2021 Q3	$9K	Hold	75	–	–	0.01%	98
2021 Q2	$10K	Hold	75	–	–	0.01%	97
2021 Q1	$10K	Hold	75	–	–	0.01%	106
2020 Q4	$11K	Buy	+75	New	+$9.61K	0.01%	96

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Woodard & Company Asset Management Group's XBI Position: Q2 2022 in Review

Woodard & Company Asset Management Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2022, closing a stake of 75 shares — an estimated $7K sold.

Woodard & Company Asset Management Group first reported a position in XBI in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q4 2020. 706 funds tracked by Wall St. Rank hold XBI as of Q2 2022.

Woodard & Company Asset Management Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2022 after selling out during the quarter.
Woodard & Company Asset Management Group sold 75 State Street SPDR S&P Biotech ETF shares in Q2 2022, an estimated $7K.
Woodard & Company Asset Management Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 6 quarters.
Woodard & Company Asset Management Group's State Street SPDR S&P Biotech ETF position peaked at $11K in Q4 2020.
706 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.