Zullo Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Zullo Investment 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
2023 Q1	–	Sell	-100	Closed	-$8.3K	–	725
2022 Q4	$8.3K	Hold	100	–	–	0.01%	517
2022 Q3	$8K	Hold	100	–	–	0.01%	529
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	571
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	566
2021 Q4	$11K	Buy	+100	New	+$12.1K	0.01%	524

Other funds holding XBI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Zullo Investment Group's XBI Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2023, closing a stake of 100 shares — an estimated $8.3K sold.

Zullo Investment Group first reported a position in XBI in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 712 funds tracked by Wall St. Rank hold XBI as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 100 State Street SPDR S&P Biotech ETF shares in Q1 2023, an estimated $8.3K.
Zullo Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR S&P Biotech ETF position peaked at $11K in Q4 2021.
712 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.