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Bellwether Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-575
Closed -$34K – 955
2016
Q4 		$34K Buy
+575
New +$35.5K 0.03% 341
2016
Q2 		$8K Buy
+150
New +$8.22K 0.01% 441

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bellwether Investment Group's XBI Position: Q1 2017 in Review

Bellwether Investment Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2017, closing a stake of 575 shares — an estimated $34K sold.

Bellwether Investment Group first reported a position in XBI in Q2 2016 and held it in 2 quarters. The position peaked at $34K in Q4 2016. 292 funds tracked by Wall St. Rank hold XBI as of Q1 2017.

  • Bellwether Investment Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 575 State Street SPDR S&P Biotech ETF shares in Q1 2017, an estimated $34K.
  • Bellwether Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's State Street SPDR S&P Biotech ETF position peaked at $34K in Q4 2016.
  • 292 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.