1834 Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

1834 Investment Advisors’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
2021 Q4	–	Sell	-1,575	Closed	-$198K	–	503
2021 Q3	$198K	Buy	1,575 +250	+19%	+$32.2K	0.02%	192
2021 Q2	$179K	Buy	+1,325	New	+$174K	0.02%	196
2018 Q4	–	Sell	-220	Closed	-$21K	–	423
2018 Q3	$21K	Buy	+220	New	+$21.3K	﹤0.01%	330

Other funds holding XBI

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1834 Investment Advisors's XBI Position: Q4 2021 in Review

1834 Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2021, closing a stake of 1,575 shares — an estimated $198K sold.

1834 Investment Advisors first reported a position in XBI in Q3 2018 and held it in 3 quarters. The position peaked at $198K in Q3 2021. 702 funds tracked by Wall St. Rank hold XBI as of Q4 2021.

1834 Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2021 after selling out during the quarter.
1834 Investment Advisors sold 1,575 State Street SPDR S&P Biotech ETF shares in Q4 2021, an estimated $198K.
1834 Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and held it in 3 quarters.
1834 Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $198K in Q3 2021.
702 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.