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AG
Advisor Group’s
State Street SPDR S&P Biotech ETF
XBI
Stock Holding History
Advisor 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
2019
Q4
$2.89M
Sell
30,401
-1,840
-6%
-$159K
0.02%
645
2019
Q3
$2.46M
Sell
32,241
-10,045
-24%
-$835K
0.02%
674
2019
Q2
$3.71M
Sell
42,286
-17,082
-29%
-$1.46M
0.03%
509
2019
Q1
$5.38M
Buy
59,368
+21,395
+56%
+$1.82M
0.04%
357
2018
Q4
$2.73M
Sell
37,973
-213
-0.6%
-$17.2K
0.03%
511
2018
Q3
$3.66M
Sell
38,186
-2,925
-7%
-$284K
0.04%
428
2018
Q2
$3.92M
Buy
41,111
+1,058
+3%
+$97.2K
0.05%
314
2018
Q1
$3.52M
Sell
40,053
-5,271
-12%
-$481K
0.05%
351
2017
Q4
$3.85M
Buy
45,324
+11,213
+33%
+$939K
0.05%
333
2017
Q3
$2.95M
Buy
34,111
+2,871
+9%
+$230K
0.05%
364
2017
Q2
$2.41M
Sell
31,240
-26,555
-46%
-$1.88M
0.04%
423
2017
Q1
$4.01M
Buy
57,795
+34,710
+150%
+$2.33M
0.08%
256
2016
Q4
$1.37M
Sell
23,085
-724
-3%
-$44.7K
0.03%
542
2016
Q3
$1.58M
Buy
23,809
+1,223
+5%
+$75.7K
0.04%
479
2016
Q2
$1.22M
Buy
+22,586
New
+$1.24M
0.03%
546
Other funds holding XBI
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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