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

Baker Tilly Wealth Management’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
Q1 		– Sell
-1,734
Closed -$244K – 479
2020
Q4 		$244K Buy
+1,734
New +$222K 0.08% 283

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Tilly Wealth Management's XBI Position: Q1 2021 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2021, closing a stake of 1,734 shares — an estimated $244K sold.

Baker Tilly Wealth Management first reported a position in XBI in Q4 2020 and held it in 1 quarter. The position peaked at $244K in Q4 2020. 644 funds tracked by Wall St. Rank hold XBI as of Q1 2021.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,734 State Street SPDR S&P Biotech ETF shares in Q1 2021, an estimated $244K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and held it in 1 quarter.
  • Baker Tilly Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $244K in Q4 2020.
  • 644 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.