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Bedel Financial Consulting’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-500
Closed -$45K – 752
2019
Q1 		$45K Buy
+500
New +$42.5K 0.03% 288

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Citigroup
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bedel Financial Consulting's XBI Position: Q2 2019 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2019, closing a stake of 500 shares — an estimated $45K sold.

Bedel Financial Consulting first reported a position in XBI in Q1 2019 and held it in 1 quarter. The position peaked at $45K in Q1 2019. 424 funds tracked by Wall St. Rank hold XBI as of Q2 2019.

  • Bedel Financial Consulting reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2019 after selling out during the quarter.
  • Bedel Financial Consulting sold 500 State Street SPDR S&P Biotech ETF shares in Q2 2019, an estimated $45K.
  • Bedel Financial Consulting first reported a position in State Street SPDR S&P Biotech ETF in Q1 2019 and held it in 1 quarter.
  • Bedel Financial Consulting's State Street SPDR S&P Biotech ETF position peaked at $45K in Q1 2019.
  • 424 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2019.

Based on Bedel Financial Consulting's 13F filing for Q2 2019, filed 1 Aug 2019.