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Advisory Alpha’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-335
Closed -$40K – 666
2020
Q3 		$40K Buy
+335
New +$37.6K 0.01% 232
2020
Q2 		– Sell
-1,321
Closed -$124K – 629
2020
Q1 		$124K Hold
1,321
– – 0.03% 129
2019
Q4 		$123K Buy
1,321
+83
+7% +$7.18K 0.03% 182
2019
Q3 		$92.5K Buy
+1,238
New +$103K 0.03% 179
2019
Q2 		– Sell
-1,298
Closed -$109K – 655
2019
Q1 		$109K Buy
+1,298
New +$110K 0.04% 157

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return