Altium Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,190
Closed -$280K 276
2018
Q1
$280K Hold
3,190
0.11% 139
2017
Q4
$271K Buy
+3,190
New +$267K 0.12% 133

Other funds holding XBI

Altium Wealth Management's XBI Position: Q2 2018 in Review

Altium Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2018, closing a stake of 3,190 shares — an estimated $280K sold.

Altium Wealth Management first reported a position in XBI in Q4 2017 and held it in 2 quarters. The position peaked at $280K in Q1 2018. 431 funds tracked by Wall St. Rank hold XBI as of Q2 2018.

  • Altium Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 3,190 State Street SPDR S&P Biotech ETF shares in Q2 2018, an estimated $280K.
  • Altium Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $280K in Q1 2018.
  • 431 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.