Bigelow Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bigelow Investment Advisors’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	-2,270	Closed	-$206K	–	154
2019 Q1	$206K	Sell	2,270 -550	-20%	-$46.8K	0.14%	148
2018 Q4	$202K	Buy	2,820 +595	+27%	+$47.9K	0.15%	142
2018 Q3	$213K	Sell	2,225 -150	-6%	-$14.5K	0.14%	148
2018 Q2	$226K	Sell	2,375 -40	-2%	-$3.68K	0.15%	139
2018 Q1	$212K	Buy	+2,415	New	+$220K	0.14%	142

Other funds holding XBI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bigelow Investment Advisors's XBI Position: Q2 2019 in Review

Bigelow Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2019, closing a stake of 2,270 shares — an estimated $206K sold.

Bigelow Investment Advisors first reported a position in XBI in Q1 2018 and held it in 5 quarters. The position peaked at $226K in Q2 2018. 424 funds tracked by Wall St. Rank hold XBI as of Q2 2019.

Bigelow Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2019 after selling out during the quarter.
Bigelow Investment Advisors sold 2,270 State Street SPDR S&P Biotech ETF shares in Q2 2019, an estimated $206K.
Bigelow Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 5 quarters.
Bigelow Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $226K in Q2 2018.
424 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2019.

Based on Bigelow Investment Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.